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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.75%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$399M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$368M
3
EW
Evoke Wealth
California
+$122M
4
SLI
Sumitomo Life Insurance
Japan
+$102M
5
3AM
3EDGE Asset Management
Florida
+$74.1M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$357M
2
SWM
Scissortail Wealth Management
Oklahoma
-$180M
3
AssetMark Inc
AssetMark Inc
California
-$178M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$168M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
551
Clearstead Advisors
Ohio
$482K -$11.8K -107 -2%
HWA
552
HCR Wealth Advisors
California
$480K – – –
WPC
553
White Pine Capital
Minnesota
$476K -$185K -1,671 -28%
CW
554
CreativeOne Wealth
Kansas
$475K -$6M -54,275 -93%
Fiera Capital (Canada)
555
Fiera Capital (Canada)
Quebec, Canada
$474K -$34.7K -314 -7%
MYIA
556
Mount Yale Investment Advisors
Colorado
$474K -$271K -2,455 -36%
SFA
557
Sequoia Financial Advisors
Ohio
$471K -$1.99K -18 -0.4%
MC
558
Middleton & Co
Massachusetts
$469K -$16.6K -150 -3%
SAG
559
SageView Advisory Group
California
$469K +$469K +4,243 New
Invesco
560
Invesco
Georgia
$467K -$14.1K -128 -3%
PTC
561
Private Trust Company
Ohio
$467K -$46.7K -423 -9%
MC
562
Moors & Cabot
Massachusetts
$463K -$53.5K -484 -10%
AI
563
Auour Investments
Massachusetts
$461K -$5.84K -54 -1%
HFRG
564
Houlihan Financial Resource Group
Virginia
$461K +$461K +4,172 New
PHS
565
Pekin Hardy Strauss
Illinois
$455K -$30.4K -275 -6%
MGIA
566
Moneta Group Investment Advisors
Missouri
$453K +$66.7K +604 +17%
HGWM
567
Horst & Graben Wealth Management
Oregon
$453K -$1.42M -12,830 -76%
VA
568
Valmark Advisers
Ohio
$451K +$60.4K +547 +15%
MSWMA
569
Market Street Wealth Management Advisors
Indiana
$443K – – –
MWM
570
Mattern Wealth Management
Kansas
$442K -$5.52K -50 -1%
TIAM2
571
Tru Independence Asset Management 2
Oregon
$442K +$442K +4,000 New
HL
572
HeadInvest LLC
Maine
$442K -$86.7K -785 -16%
FAM
573
Flaharty Asset Management
Florida
$441K – – –
MFA
574
Mayflower Financial Advisors
Massachusetts
$441K -$6.3M -57,058 -93%
CWA
575
Capital Wealth Alliance
Arizona
$440K +$3.98K +36 +0.9%
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