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iShares TIPS Bond ETF
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Overview Fund Activity

1,335 hedge funds and large institutions have $22.3B invested in iShares TIPS Bond ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 505 increasing their positions, 527 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-22
Holders Change %
-1.62%
% of All Funds
21.13%
Holding in Top 10
121
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-18.24%
% of All Funds
1.91%
New
130
Increased
505
Reduced
527
Closed
134
Calls
$392M
Puts
$99.5M
Net Calls
+$293M
Net Calls Change
+$1.77B

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$225M
2
Jane Street
Jane Street
New York
+$116M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$63.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$49.1M
5
FTUS
Flow Traders U.S.
New York
+$44M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.03B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$637M
3
PCA
Personal Capital Advisors
California
-$370M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$200M
5
SLI
Sumitomo Life Insurance
Japan
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
501
WMS Partners
Maryland
$2.19M -$124K -999 -5%
DWA
502
Delos Wealth Advisors
Texas
$2.19M -$5.54M -44,502 -72%
AWA
503
Amplius Wealth Advisors
Pennsylvania
$2.18M -$719K -5,772 -25%
HWM
504
Howard Wealth Management
Connecticut
$2.18M +$35.1K +282 +2%
BFA
505
Bragg Financial Advisors
North Carolina
$2.17M -$99.3K -797 -4%
MAS
506
Madden Advisory Services
Florida
$2.16M -$44.2K -355 -2%
KWS
507
Keystone Wealth Services
California
$2.16M -$1.72M -13,772 -44%
WCM
508
Washburn Capital Management
Florida
$2.16M -$24.7K -198 -1%
SA
509
Sunesis Advisors
Kansas
$2.15M – – –
MSFS
510
Main Street Financial Solutions
Pennsylvania
$2.15M -$4.36K -35 -0.2%
IWM
511
IHT Wealth Management
Illinois
$2.15M -$1.95M -15,683 -48%
HIA
512
Harbor Investment Advisory
Maryland
$2.13M -$310K -2,490 -13%
BCMLT
513
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.13M +$2.13M +17,078 New
NF
514
Nikulski Financial
Iowa
$2.13M -$96.9K -778 -4%
DG
515
DMC Group
Alabama
$2.13M -$75.8K -624 -3%
PK
516
Pflug Koory
Nebraska
$2.13M – – –
CC
517
Courier Capital
New York
$2.12M – – –
WA
518
Wambolt & Associates
Colorado
$2.12M +$1.5M +12,169 +242%
IIC
519
Integrated Investment Consultants
Michigan
$2.11M +$864K +6,939 +69%
BC
520
Burleson & Co
California
$2.1M -$271K -2,177 -11%
CMP
521
Courage Miller Partners
Virginia
$2.1M – – –
CW
522
Connectus Wealth
Ohio
$2.1M +$2.1M +16,235 New
AF
523
Advisornet Financial
Minnesota
$2.1M +$1.48M +11,856 +239%
HW
524
Hancock Whitney
Mississippi
$2.05M +$96.4K +774 +5%
TT
525
TI-Trust
Illinois
$2.05M -$32.5K -261 -2%
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