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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
551
Fermata Advisors
California
$800K +$800K +7,714 New
AC
552
Addison Capital
Pennsylvania
$798K +$6.32K +61 +0.8%
CWS
553
Cypress Wealth Services
California
$796K +$796K +7,675 New
WQ
554
Wealth Quarterback
New Jersey
$795K -$5.4M -52,037 -87%
KC
555
Kingfisher Capital
North Carolina
$795K -$22K -212 -3%
MECA
556
Miller Equity Capital Advisors
Texas
$783K +$5.19K +50 +0.7%
AA
557
Ancora Advisors
Ohio
$781K -$6.02K -58 -0.8%
IAIM
558
International Assets Investment Management
Florida
$780K -$120K -1,165 -13%
FCA
559
FinTrust Capital Advisors
South Carolina
$777K -$3.56M -34,327 -82%
EW
560
Evexia Wealth
Wisconsin
$763K +$71.7K +699 +10%
LL
561
LPWM LLC
Minnesota
$761K +$196K +1,906 +35%
AIP
562
Ameritas Investment Partners
Nebraska
$759K -$4.93M -47,508 -87%
WCM
563
WealthBridge Capital Management
Ohio
$756K -$196K -1,892 -21%
NRI
564
NFP Retirement Inc
California
$751K -$193K -1,857 -20%
CIM
565
Cambria Investment Management
California
$750K
PCM
566
Parsons Capital Management
Rhode Island
$747K -$49.8K -480 -6%
BPC
567
Banque Pictet & Cie
Switzerland
$731K
DE
568
Day & Ennis
Georgia
$729K +$729K +7,031 New
PTC
569
Private Trust Company
Ohio
$729K +$196K +1,893 +37%
CFD
570
Creative Financial Designs
Indiana
$729K -$35.5K -342 -5%
RW
571
RVW Wealth
California
$727K
RSS
572
Rosenblum Silverman Sutton
California
$722K -$48.7K -470 -6%
WPA
573
West Paces Advisors
Georgia
$720K -$47.7K -460 -6%
GIA
574
Gladstone Institutional Advisory
Florida
$718K -$259K -2,497 -27%
MBFW
575
Morton Brown Family Wealth
Pennsylvania
$717K -$381K -3,673 -35%