TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$510M
2
BlackRock
BlackRock
New York
$3.21B
3
IG
ING Group
Netherlands
$70.2M
4
PCIG
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
Morgan Stanley
New York
$745M
4
SLI
Sumitomo Life Insurance
Japan
$0
5
State Street
State Street
Massachusetts
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
ULWM
501
Upper Left Wealth Management
Florida
$924K -$32.2K -299 -3%
FA
502
Fagan Associates
New York
$923K -$55.4K -515 -6%
MC
503
Minot Capital
Colorado
$922K – – –
KFGK
504
Keystone Financial Group (Kentucky)
Kentucky
$918K +$918K +8,531 New
SC
505
Seldon Capital
California
$916K -$916K -8,515 -50%
HPM
506
Hoxton Planning & Management
West Virginia
$916K +$281K +2,615 +44%
LSPW
507
Lake Street Private Wealth
Illinois
$914K -$866K -8,044 -49%
BPWM
508
Badgley Phelps Wealth Managers
Washington
$914K +$98.7K +917 +12%
FMWA
509
Forvis Mazars Wealth Advisors
Missouri
$914K -$7.21K -67 -0.8%
BST
510
Bath Savings Trust
Maine
$910K +$6.46K +60 +0.7%
SG
511
StoneX Group
New York
$905K -$98.5K -915 -10%
EAMA
512
EFG Asset Management (Americas)
Florida
$897K -$1.34M -12,492 -60%
ECI
513
EFG Capital International
Florida
$897K +$897K +8,334 New
PFBT
514
Parkside Financial Bank & Trust
Missouri
$897K +$75.6K +702 +9%
SA
515
Scarborough Advisors
Maryland
$891K -$14K -130 -2%
ACM
516
Arlington Capital Management
Illinois
$888K +$888K +8,248 New
Vontobel Holding
517
Vontobel Holding
Switzerland
$885K +$129K +1,200 +17%
PHIMC
518
Private Harbour Investment Management & Counsel
Ohio
$874K – – –
RFN
519
RDA Financial Network
Iowa
$874K -$60.4K -561 -6%
RIA
520
Realta Investment Advisors
Delaware
$871K -$170K -1,583 -16%
DSC
521
Duncker Streett & Co
Missouri
$863K +$2.15K +20 +0.2%
HDIM
522
Hanson & Doremus Investment Management
Vermont
$862K +$4.41K +41 +0.5%
GLA
523
Good Life Advisors
Pennsylvania
$861K -$144K -1,339 -14%
AWS
524
AJ Wealth Strategies
New York
$860K – – –
ECM
525
Evergreen Capital Management
Washington
$858K +$5.06K +47 +0.6%
19 20
21
22 23