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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 %
CIBC Private Wealth Group
526
CIBC Private Wealth Group
Georgia
$1.62M -$44.1K -387 -3%
TCM
527
Twele Capital Management
Minnesota
$1.61M -$36.9K -324 -2%
SFS
528
Security Financial Services
Indiana
$1.6M +$1.28M +11,213 +398%
WAM
529
WNY Asset Management
New York
$1.6M +$1.17M +10,238 +273%
AA
530
Ancora Advisors
Ohio
$1.59M +$155K +1,358 +11%
SIC
531
Sigma Investment Counselors
Michigan
$1.58M -$39.9M -350,702 -96%
HIA
532
Harbor Investment Advisory
Maryland
$1.56M -$382K -3,353 -20%
FFP
533
Forbes Financial Planning
Rhode Island
$1.55M -$3.62M -31,834 -70%
KC
534
Kingfisher Capital
North Carolina
$1.55M -$8.43K -74 -0.5%
KA
535
Klingman & Associates
New York
$1.55M – – –
AW
536
ACG Wealth
Georgia
$1.55M -$47.7K -419 -3%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$1.55M -$5.47K -48 -0.4%
IIA
538
IPG Investment Advisors
California
$1.55M – – –
DPI
539
Diversified Portfolios Inc
Michigan
$1.54M -$1.22M -10,717 -44%
HDIM
540
Hanson & Doremus Investment Management
Vermont
$1.53M +$16.1K +141 +1%
KFGK
541
Keystone Financial Group (Kentucky)
Kentucky
$1.53M +$25.1K +220 +2%
SAM
542
Secure Asset Management
Michigan
$1.53M +$335K +2,941 +28%
RWP
543
Ridgecrest Wealth Partners
California
$1.52M -$109K -953 -7%
AC
544
AWM Capital
Arizona
$1.52M +$656K +5,759 +76%
PP
545
Prosperity Planning
Missouri
$1.52M – – –
PAM
546
Palisade Asset Management
Minnesota
$1.51M -$52.4K -460 -3%
GLA
547
Good Life Advisors
Pennsylvania
$1.49M -$320K -2,808 -18%
GAM
548
Grandview Asset Management
Pennsylvania
$1.49M -$122K -1,073 -8%
VWM
549
Venturi Wealth Management
Texas
$1.49M +$670K +5,877 +82%
PFBT
550
Parkside Financial Bank & Trust
Missouri
$1.49M -$229K -2,012 -13%
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