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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Shares
Change %
FA
526
Fagan Associates
New York
$890K
DWA
527
Divergent Wealth Advisors
Utah
$887K -$9.08M -87,544 -91%
PCS
528
Personal CFO Solutions
New Jersey
$886K +$886K +8,541 New
SC
529
Seldon Capital
California
$883K
FMWA
530
Forvis Mazars Wealth Advisors
Missouri
$881K
CWM
531
Connecticut Wealth Management
Connecticut
$879K -$92.9K -896 -10%
GAM
532
Grandview Asset Management
Pennsylvania
$879K +$879K +8,471 New
CCM
533
Coldstream Capital Management
Washington
$875K -$30.9K -298 -3%
IWM
534
IHT Wealth Management
Illinois
$869K -$49.2K -474 -5%
WIA
535
World Investment Advisors
California
$864K -$112K -1,078 -11%
KFGK
536
Keystone Financial Group (Kentucky)
Kentucky
$863K -$21.6K -208 -2%
BST
537
Bath Savings Trust
Maine
$855K -$21.8K -210 -2%
JWCA
538
J.W. Coons Advisors
Ohio
$855K -$124K -1,200 -13%
WA
539
Wambolt & Associates
Colorado
$854K -$749K -7,275 -47%
QFA
540
Quattro Financial Advisors
Texas
$850K +$850K +8,192 New
FA
541
Flagstar Advisors
New York
$841K -$220K -2,125 -21%
PFBT
542
Parkside Financial Bank & Trust
Missouri
$840K -$23.9K -230 -3%
DSC
543
Duncker Streett & Co
Missouri
$834K +$2.18K +21 +0.3%
FHA
544
Flagship Harbor Advisors
Massachusetts
$825K -$1.88M -18,106 -69%
RIA
545
Realta Investment Advisors
Delaware
$822K -$49.3K -458 -6%
MFA
546
Mayflower Financial Advisors
Massachusetts
$820K +$39.9K +3,082 +5%
AWM
547
Alterna Wealth Management
Texas
$820K +$820K +7,902 New
PHIMC
548
Private Harbour Investment Management & Counsel
Ohio
$819K -$23.3K -225 -3%
GM
549
GeoWealth Management
Illinois
$812K +$808K +7,786 +21,628%
IA
550
IFP Advisors
Florida
$806K +$129K +1,242 +19%