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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 %
LL
526
LPWM LLC
Minnesota
$686K -$28.9K -273 -4%
LFA
527
LifeGuide Financial Advisors
Pennsylvania
$686K -$466K -4,334 -40%
UWS
528
Unique Wealth Strategies
Illinois
$684K +$684K +6,365 New
CIA
529
Concurrent Investment Advisors
Florida
$677K -$399K -3,714 -37%
SWM
530
SilverOak Wealth Management
Minnesota
$676K -$69.4K -646 -9%
PFBT
531
Parkside Financial Bank & Trust
Missouri
$675K -$30.7K -286 -4%
GAMC
532
Garner Asset Management Corp
Texas
$665K +$59K +549 +10%
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$653K +$213K +1,998 +48%
MAWCM
534
Mine & Arao Wealth Creation & Management
California
$648K – – –
FA
535
Faithward Advisors
Pennsylvania
$645K -$4.73K -44 -0.7%
ML
536
McAdam LLC
Pennsylvania
$642K -$89.6K -834 -12%
CIR
537
Clear Investment Research
Georgia
$641K +$71.5K +666 +13%
DC
538
Davenport & Co
Virginia
$639K -$104K -967 -14%
IWM
539
IHT Wealth Management
Illinois
$636K -$368K -3,427 -37%
FWIA
540
Fort Washington Investment Advisors
Ohio
$634K – – –
FA
541
Flagstar Advisors
New York
$632K -$230K -2,140 -27%
AWA
542
Archvest Wealth Advisors
California
$631K +$78K +731 +14%
WQ
543
Wealth Quarterback
New Jersey
$628K -$7.84K -73 -1%
SL
544
Summitry LLC
California
$624K -$9.35K -87 -1%
MWM
545
Modern Wealth Management
Kansas
$619K -$28.4K -264 -4%
DAM
546
Derbend Asset Management
Georgia
$619K +$28.4K +264 +5%
CA
547
Cambridge Associates
Massachusetts
$618K -$9.06M -84,320 -94%
PMG
548
ProVise Management Group
Florida
$613K -$224K -2,088 -27%
BHWM
549
Bar Harbor Wealth Management
New Hampshire
$613K -$229K -2,134 -27%
CAM
550
Cubic Asset Management
Massachusetts
$612K +$11.2K +104 +2%
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