TIP icon

iShares TIPS Bond ETF
TIP

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 %
FAM
551
Flaharty Asset Management
Florida
$607K -$4.3K -40 -0.7%
MWM
552
Mosley Wealth Management
California
$607K +$215 +2 +0%
AA
553
Ancora Advisors
Ohio
$606K -$32.2K -300 -5%
BWS
554
Buck Wealth Strategies
Colorado
$605K -$5.02M -46,747 -89%
RWP
555
RWA Wealth Partners
Massachusetts
$604K -$1.33M -12,410 -69%
IA
556
IFP Advisors
Florida
$598K -$105K -979 -15%
GC
557
Guidance Capital
Kentucky
$597K -$600K -5,677 -50%
RSS
558
Rosenblum Silverman Sutton
California
$592K – – –
CWM
559
Centurion Wealth Management
Virginia
$589K +$12.4K +115 +2%
AWM
560
AllSquare Wealth Management
New York
$588K – – –
CC
561
Copperleaf Capital
North Carolina
$588K +$30.6K +285 +5%
MC
562
Moors & Cabot
Massachusetts
$588K -$31.8K -296 -5%
RFC
563
Regions Financial Corp
Alabama
$587K -$52.3K -487 -8%
CIM
564
Cambria Investment Management
California
$583K – – –
WCM
565
Windsor Capital Management
Arizona
$583K -$607K -5,654 -51%
GC
566
Gibson Capital
Pennsylvania
$583K -$101K -940 -15%
PW
567
Peninsula Wealth
California
$580K -$100K -935 -15%
RIA
568
Regal Investment Advisors
Michigan
$580K -$20.5K -191 -3%
MFA
569
Mayflower Financial Advisors
Massachusetts
$580K -$48.9K -5,128 -8%
QWP
570
Quotient Wealth Partners
Texas
$579K -$313K -2,915 -35%
EAMA
571
EFG Asset Management (Americas)
Florida
$579K – – –
FA
572
FC Advisory
Pennsylvania
$577K +$752 +7 +0.1%
JAG
573
Journey Advisory Group
Kentucky
$576K -$32.2K -300 -5%
RIA
574
Realta Investment Advisors
Delaware
$574K -$96.2K -896 -14%
JC
575
JB Capital
Connecticut
$572K -$20.8K -194 -4%
21 22
23
24 25