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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$510M
2
BlackRock
BlackRock
New York
$3.21B
3
IG
ING Group
Netherlands
$70.2M
4
PCIG
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
Morgan Stanley
New York
$745M
4
SLI
Sumitomo Life Insurance
Japan
$0
5
State Street
State Street
Massachusetts
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
551
RVW Wealth
California
$754K – – –
LWM
552
Laidlaw Wealth Management
New York
$753K -$57.6K -535 -7%
FA
553
Fortis Advisors
Pennsylvania
$749K -$89.4K -831 -11%
CF
554
Clarity Financial
Texas
$744K +$744K +6,909 New
CCG
555
Cypress Capital Group
Florida
$741K -$618K -5,745 -46%
WRPWM
556
Werba Rubin Papier Wealth Management
California
$734K -$322K -2,989 -30%
IAG
557
Investment Advisory Group
Massachusetts
$732K +$38K +353 +5%
VST
558
Van Strum & Towne
California
$727K – – –
EW
559
Evexia Wealth
Wisconsin
$724K -$823K -7,663 -53%
FIA
560
Foundations Investment Advisors
Arizona
$720K -$238K -2,210 -25%
CIC
561
Carnegie Investment Counsel
Ohio
$715K -$255K -2,370 -26%
PHS
562
Pekin Hardy Strauss
Illinois
$715K – – –
AC
563
Apella Capital
Connecticut
$710K +$710K +6,602 New
IA
564
IFP Advisors
Florida
$702K -$691K -6,421 -50%
WA
565
WealthTrust Axiom
Pennsylvania
$700K – – –
1WA
566
180 Wealth Advisors
Washington
$699K +$312K +2,914 +80%
SS
567
Simplicity Solutions
Minnesota
$692K +$692K +6,433 New
T
568
TNF
Montana
$692K -$37K -344 -5%
KA
569
Klingman & Associates
New York
$690K -$16.1K -150 -2%
PB
570
Pinnacle Bancorp
Nebraska
$689K – – –
CTA
571
Chesley Taft & Associates
Illinois
$684K -$133K -1,235 -16%
PCMC
572
Paragon Capital Management (Colorado)
Colorado
$682K -$44.1K -410 -6%
GAM
573
Gould Asset Management
California
$682K +$2.15K +20 +0.3%
FAT
574
First American Trust
California
$674K +$28.7K +267 +4%
GAMC
575
Garner Asset Management Corp
Texas
$672K +$15.2K +141 +2%
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