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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
Evoke Wealth
California
$131M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$500M
2
CWM
Campbell Wealth Management
Virginia
$215K
3
PCIG
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
476
IVC Wealth Advisors
Pennsylvania
$862K -$306K -2,851 -26%
SWA
477
Stratos Wealth Advisors
Ohio
$856K +$146K +1,362 +21%
FAT
478
First American Trust
California
$854K +$183K +1,708 +27%
GAM
479
Gould Asset Management
California
$850K +$188K +1,750 +28%
TFP
480
Tilia Fiduciary Partners
North Carolina
$847K -$387K -3,606 -31%
PS
481
Planned Solutions
California
$843K -$31.5K -293 -4%
GAM
482
Grandview Asset Management
Pennsylvania
$838K -$18.2K -169 -2%
TCOV
483
Trust Company of Vermont
Vermont
$837K +$9.02K +84 +1%
DSC
484
Duncker Streett & Co
Missouri
$833K -$32.7K -304 -4%
FF
485
Farrell Financial
New York
$830K -$74.5K -694 -8%
KC
486
Kingfisher Capital
North Carolina
$821K -$37.6K -350 -4%
SWM
487
Scissortail Wealth Management
Oklahoma
$820K +$820K +7,634 New
FA
488
Fagan Associates
New York
$818K +$1.5K +14 +0.2%
OWA
489
One Wealth Advisors
California
$811K -$1.01M -9,402 -55%
WPW
490
Watershed Private Wealth
Illinois
$808K +$808K +7,522 New
AWM
491
Alterna Wealth Management
Texas
$805K -$48.3K -450 -6%
NP
492
NorthRock Partners
Minnesota
$804K -$256K -2,383 -24%
NRI
493
NFP Retirement Inc
California
$798K +$492K +4,578 +160%
CP
494
Castleview Partners
Texas
$797K -$27.6K -257 -3%
BTWM
495
Baker Tilly Wealth Management
Wisconsin
$797K -$78.7K -733 -9%
I
496
INVST
Indiana
$790K +$49.9K +468 +7%
TPWA
497
TRUE Private Wealth Advisors
Oregon
$787K -$39.2K -365 -5%
PHIMC
498
Private Harbour Investment Management & Counsel
Ohio
$787K -$32.2K -300 -4%
IC
499
Inscription Capital
Texas
$785K +$346K +3,222 +79%
SG
500
StoneX Group
New York
$783K -$33K -307 -4%
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