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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$427M
3
EW
Evoke Wealth
California
$122M
4
SLI
Sumitomo Life Insurance
Japan
$102M
5
3AM
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SWM
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Avior Wealth Management
Nebraska
$715K -$63.1K -571 -8%
SOS
477
Silver Oak Securities
Tennessee
$710K -$29.8K -270 -4%
LL
478
LPWM LLC
Minnesota
$708K +$8.59K +78 +1%
SI
479
Stephens Inc
Arkansas
$702K -$10.8K -98 -2%
FA
480
Flagstar Advisors
New York
$700K -$37.4K -339 -5%
Fisher Asset Management
481
Fisher Asset Management
Washington
$692K -$116K -1,051 -14%
TIA
482
Tiemann Investment Advisors
California
$691K -$20.5K -186 -3%
GAMC
483
Garner Asset Management Corp
Texas
$691K +$4.75K +43 +0.7%
NRI
484
NFP Retirement Inc
California
$675K +$17.7K +160 +3%
CP
485
Creekside Partners
California
$670K -$417K -3,779 -38%
MAWCM
486
Mine & Arao Wealth Creation & Management
California
$669K -$21.1K -191 -3%
AA
487
Ancora Advisors
Ohio
$666K -$16K -145 -2%
FFN
488
Focus Financial Network
Minnesota
$665K -$309K -2,794 -32%
TPWA
489
TRUE Private Wealth Advisors
Oregon
$664K -$141K -1,274 -17%
CIR
490
Clear Investment Research
Georgia
$661K -$1.11K -10 -0.2%
GEA
491
Glen Eagle Advisors
New Jersey
$661K -$351K -3,182 -35%
CWP
492
Cyndeo Wealth Partners
Florida
$661K -$16M -145,118 -96%
AA
493
Axiom Advisory
California
$658K +$18.9K +174 +3%
MCCP
494
Mission Creek Capital Partners
California
$653K +$305K +2,760 +88%
P
495
&Partners
Tennessee
$644K +$644K +5,827 New
SL
496
Summitry LLC
California
$641K – – –
FWIA
497
Fort Washington Investment Advisors
Ohio
$641K – – –
PFBT
498
Parkside Financial Bank & Trust
Missouri
$640K +$7.51K +68 +1%
WIA
499
World Investment Advisors
California
$640K -$189K -1,707 -23%
SWM
500
SilverOak Wealth Management
Minnesota
$637K – – –
18 19
20
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