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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
Evoke Wealth
California
$131M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$500M
2
CWM
Campbell Wealth Management
Virginia
$215K
3
PCIG
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
501
SeaCrest Wealth Management
New York
$781K -$88.3K -822 -10%
BHWM
502
Bay Harbor Wealth Management
Maryland
$777K -$26.6K -248 -3%
ULWM
503
Upper Left Wealth Management
Florida
$776K -$130K -1,207 -14%
SI
504
Stephens Inc
Arkansas
$772K +$22.6K +210 +3%
AWM
505
Avior Wealth Management
Nebraska
$770K +$372K +3,460 +93%
FNC
506
First National Corp
Massachusetts
$767K – – –
HH
507
Hilltop Holdings
Texas
$767K +$491K +4,575 +178%
FHA
508
Flagship Harbor Advisors
Massachusetts
$766K -$10.5K -98 -1%
BST
509
Bath Savings Trust
Maine
$765K -$24.2K -225 -3%
BPC
510
Banque Pictet & Cie
Switzerland
$757K – – –
WP
511
WealthShield Partners
North Carolina
$754K -$21.3K -198 -3%
JIP
512
Jaffetilchin Investment Partners
Florida
$748K -$4.63M -43,090 -86%
MYIA
513
Mount Yale Investment Advisors
Colorado
$747K -$1.01M -9,438 -58%
MFGP
514
Marshall Financial Group (Pennsylvania)
Pennsylvania
$744K +$43.1K +401 +6%
VST
515
Van Strum & Towne
California
$742K +$16.1K +150 +2%
CWP
516
Corepath Wealth Partners
Arizona
$739K -$415K -3,928 -36%
FCA
517
FinTrust Capital Advisors
South Carolina
$739K +$27.4K +255 +4%
DAS
518
Diversify Advisory Services
Utah
$737K +$737K +6,912 New
AB
519
Atlas Brown
Kentucky
$734K -$23.1K -215 -3%
TIA
520
Tiemann Investment Advisors
California
$733K -$148K -1,375 -17%
AWM
521
Apollon Wealth Management
South Carolina
$722K +$27.1K +252 +4%
CWM
522
Cornerstone Wealth Management
Missouri
$720K -$34.5K -321 -5%
WA
523
WealthTrust Axiom
Pennsylvania
$698K – – –
AIP
524
Ameritas Investment Partners
Nebraska
$696K -$5.48K -51 -0.8%
Fisher Asset Management
525
Fisher Asset Management
Washington
$692K -$97K -903 -12%
19 20
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