TIP icon

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 %
BST
526
Bath Savings Trust
Maine
$790K -$96.8K -901 -11%
FHA
527
Flagship Harbor Advisors
Massachusetts
$777K -$77.7K -723 -9%
WP
528
WealthShield Partners
North Carolina
$776K -$307K -2,853 -28%
KWA
529
Kingswood Wealth Advisors
California
$776K +$391K +3,642 +102%
BFG
530
Beacon Financial Group
Texas
$773K +$773K +7,187 New
FNC
531
First National Corp
Massachusetts
$767K +$329K +3,061 +75%
SAG
532
SageView Advisory Group
California
$765K -$1.8M -17,357 Closed
AB
533
Atlas Brown
Kentucky
$758K -$198K -1,838 -21%
BPC
534
Banque Pictet & Cie
Switzerland
$758K
CWM
535
Cornerstone Wealth Management
Missouri
$755K -$265K -2,464 -26%
Point72 Asset Management
536
Point72 Asset Management
Connecticut
$752K +$752K +7,000 New
RFWA
537
RPg Family Wealth Advisory
Massachusetts
$752K +$29.6K +275 +4%
SI
538
Stephens Inc
Arkansas
$750K -$914K -8,499 -55%
SWM
539
SilverOak Wealth Management
Minnesota
$746K +$746K +6,944 New
DC
540
Davenport & Co
Virginia
$743K +$5.37K +50 +0.7%
RW
541
RVW Wealth
California
$742K -$10.7K -100 -1%
I
542
INVST
Indiana
$741K -$528K -4,942 -42%
TVM
543
True Vision MN
Minnesota
$738K +$738K +6,867 New
SW
544
Simplicity Wealth
New Jersey
$736K +$143K +1,327 +24%
ML
545
McAdam LLC
Pennsylvania
$732K +$90.6K +843 +14%
VST
546
Van Strum & Towne
California
$726K
LL
547
LPWM LLC
Minnesota
$721K -$68.5K -642 -9%
MC
548
Mathes Company
New York
$720K -$527K -4,900 -42%
GIA
549
Gladstone Institutional Advisory
Florida
$719K -$25.4K -236 -3%
WI
550
Wintrust Investments
Illinois
$714K -$857K -7,970 -55%