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iShares TIPS Bond ETF

1,001 hedge funds and large institutions have $9.47B invested in iShares TIPS Bond ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 270 increasing their positions, 437 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+50
Holders Change %
+5.26%
% of All Funds
13.32%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.52%
New
148
Increased
270
Reduced
437
Closed
81
Calls
$147M
Puts
$49.3M
Net Calls
+$97.3M
Net Calls Change
+$87.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
551
Level Four Advisory Services
Texas
$524K +$130K +1,217 +33%
VST
552
Van Strum & Towne
California
$523K -$213K -2,000 -29%
SFM
553
Signet Financial Management
New Jersey
$521K -$8.74K -82 -2%
FA
554
Faithward Advisors
Pennsylvania
$518K
STA
555
Smith Thornton Advisors
Alabama
$514K -$218K -2,044 -30%
MA
556
Mezzasalma Advisors
New Jersey
$510K +$510K +4,783 New
AIP
557
Ameritas Investment Partners
Nebraska
$508K -$66.1K -620 -12%
PWM
558
Palumbo Wealth Management
New York
$507K -$5.35M -50,220 -91%
JAG
559
Journey Advisory Group
Kentucky
$503K
MIAS
560
Mason Investment Advisory Services
Virginia
$499K +$170K +1,595 +52%
CP
561
Castleview Partners
Texas
$498K -$59.8K -560 -11%
BP
562
Ballentine Partners
Massachusetts
$495K
BHWM
563
Bar Harbor Wealth Management
New Hampshire
$491K -$16.1K -151 -3%
AF
564
Advisornet Financial
Minnesota
$483K -$347K -3,260 -42%
OIM
565
Oder Investment Management
California
$479K +$107 +1 +0%
SR
566
Syntax Research
Florida
$477K +$2.45K +23 +0.5%
MBI
567
May Barnhard Investments
Maryland
$477K -$38.8K -364 -8%
ULWM
568
Upper Left Wealth Management
Florida
$473K -$11.4K -107 -2%
SA
569
Sovran Advisors
California
$471K +$471K +4,428 New
JWM
570
Jeppson Wealth Management
California
$467K +$2.24K +21 +0.5%
HWA
571
HCR Wealth Advisors
California
$463K
Invesco
572
Invesco
Georgia
$463K +$12.4K +116 +3%
WAM
573
WNY Asset Management
New York
$460K -$299K -2,810 -39%
RCAG
574
Rehmann Capital Advisory Group
Michigan
$457K +$64.8K +608 +16%
Fiera Capital (Canada)
575
Fiera Capital (Canada)
Quebec, Canada
$457K -$213 -2 -0%