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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
501
Fund Evaluation Group
Ohio
$1.79M +$1.79M +15,718 New
MAS
502
Madden Advisory Services
Florida
$1.79M -$191K -1,673 -10%
RFN
503
RDA Financial Network
Iowa
$1.78M +$90.8K +797 +5%
CFO
504
CVA Family Office
Colorado
$1.77M -$71.4K -627 -4%
BONH
505
Bank of New Hampshire
New Hampshire
$1.77M -$18.8K -165 -1%
HR
506
Hardy Reed
Mississippi
$1.76M -$10.7K -94 -0.6%
TCOV
507
Trust Company of Vermont
Vermont
$1.75M +$1.75M +15,380 New
AWM
508
Axxcess Wealth Management
California
$1.75M -$765K -6,718 -30%
CTA
509
Chesley Taft & Associates
Illinois
$1.75M – – –
BFG
510
Barber Financial Group
Kansas
$1.74M -$31.4M -275,965 -95%
EWM
511
Empirical Wealth Management
Washington
$1.71M -$158K -1,383 -8%
PTC
512
Private Trust Company
Ohio
$1.71M +$1.71M +14,977 New
GC
513
Gibson Capital
Pennsylvania
$1.7M – – –
FWIA
514
Fort Washington Investment Advisors
Ohio
$1.69M -$79.7K -700 -5%
MAP
515
Milestone Advisory Partners
North Carolina
$1.69M -$4.93M -42,847 -75%
TLFA
516
True Link Financial Advisors
California
$1.68M -$27.1M -238,254 -94%
FWA
517
FOCUS Wealth Advisors
Texas
$1.67M +$1.67M +14,671 New
VAS
518
Vestmark Advisory Solutions
Massachusetts
$1.67M +$130K +1,145 +8%
BWP
519
Bernardo Wealth Planning
Pennsylvania
$1.66M -$63.1K -554 -4%
WFA
520
Wipfli Financial Advisors
Wisconsin
$1.65M +$10.3K +90 +0.6%
NEGWA
521
New England Guild Wealth Advisors
Connecticut
$1.64M +$1.18M +10,395 +258%
SAM
522
Securian Asset Management
Minnesota
$1.64M -$79.7K -700 -5%
CWM
523
Congress Wealth Management
Massachusetts
$1.64M -$159K -1,394 -9%
NSIM
524
North Star Investment Management
Illinois
$1.63M -$3.01M -26,436 -65%
ZIM
525
Zacks Investment Management
Illinois
$1.62M +$163K +1,433 +11%
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