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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
Holders Change %
0%
% of All Funds
16.05%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
501
Silver Oak Securities
Tennessee
$881K -$120K -1,118 -12%
AC
502
Addison Capital
Pennsylvania
$877K +$49.4K +460 +6%
BTWM
503
Baker Tilly Wealth Management
Wisconsin
$876K +$876K +8,150 New
EWM
504
Empirical Wealth Management
Washington
$875K -$119K -1,105 -12%
FF
505
Farrell Financial
New York
$875K +$875K +8,420 New
PS
506
Planned Solutions
California
$875K -$113K -1,052 -11%
DSC
507
Duncker Streett & Co
Missouri
$867K +$2.04K +19 +0.2%
SWM
508
SeaCrest Wealth Management
New York
$864K -$63.7K -597 -7%
FA
509
Flagstar Advisors
New York
$863K -$9.03K -84 -1%
KC
510
Kingfisher Capital
North Carolina
$859K +$35.1K +327 +4%
GAM
511
Grandview Asset Management
Pennsylvania
$857K -$53.6K -499 -6%
AWM
512
Alterna Wealth Management
Texas
$854K +$4.95K +46 +0.6%
SWM
513
Silverlake Wealth Management
Vermont
$845K -$104K -972 -11%
BHWM
514
Bar Harbor Wealth Management
New Hampshire
$843K -$2.07M -19,217 -71%
PMG
515
ProVise Management Group
Florida
$838K -$734K -6,824 -47%
TCOV
516
Trust Company of Vermont
Vermont
$828K -$214K -1,991 -21%
TPWA
517
TRUE Private Wealth Advisors
Oregon
$827K -$343K -3,191 -29%
NWM
518
Napa Wealth Management
California
$826K +$826K +7,686 New
CP
519
Castleview Partners
Texas
$825K +$822K +7,643 +24,655%
PHIMC
520
Private Harbour Investment Management & Counsel
Ohio
$820K -$29.6K -275 -3%
FA
521
Fagan Associates
New York
$817K -$105K -974 -11%
SG
522
StoneX Group
New York
$816K -$193K -1,794 -19%
BHWM
523
Bay Harbor Wealth Management
Maryland
$804K -$553K -5,144 -41%
CCM
524
Cambridge Capital Management
Illinois
$799K +$799K +7,436 New
Fisher Asset Management
525
Fisher Asset Management
Washington
$790K +$68.3K +635 +9%