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iShares TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Legal & General Group
576
Legal & General Group
United Kingdom
$671K +$128K +1,190 +23%
MAWCM
577
Mine & Arao Wealth Creation & Management
California
$663K +$1.4K +13 +0.2%
BA
578
Ballast Advisors
Minnesota
$657K -$132K -1,225 -17%
HR
579
Hardy Reed
Mississippi
$653K -$53.6K -498 -8%
DFG
580
Demars Financial Group
Washington
$651K -$177K -1,645 -21%
LB
581
Leo Brokerage
Texas
$651K -$106K -983 -14%
RC
582
Roundview Capital
New Jersey
$650K -$39.4K -366 -6%
MPW
583
MGO Private Wealth
California
$647K -$559K -5,196 -46%
OCPWS
584
One Charles Private Wealth Services
Massachusetts
$641K -$296K -2,751 -32%
SFA
585
Source Financial Advisors
New York
$639K -$126K -1,169 -16%
FPCP
586
Fort Point Capital Partners
California
$638K -$194K -1,802 -23%
CWM
587
Chemistry Wealth Management
New York
$635K -$7.53K -70 -1%
RFC
588
Regions Financial Corp
Alabama
$633K -$16.7K -155 -3%
CPA
589
Cardiff Park Advisors
California
$631K +$17.2K +160 +3%
SL
590
Summitry LLC
California
$626K
CPRC
591
Consolidated Portfolio Review Corp
New York
$626K +$3.55K +33 +0.6%
JAG
592
Journey Advisory Group
Kentucky
$620K
TWM
593
Tradition Wealth Management
Minnesota
$605K +$32.3K +300 +6%
PFG
594
Pinnacle Financial Group
Illinois
$603K -$25.8K -240 -4%
CAM
595
Cubic Asset Management
Massachusetts
$601K +$2.48K +23 +0.4%
MWM
596
Meritas Wealth Management
California
$598K -$61.8K -574 -9%
AWM
597
AllSquare Wealth Management
New York
$593K
LL
598
LPWM LLC
Minnesota
$587K -$10.8K -101 -2%
SFM
599
Signet Financial Management
New Jersey
$584K -$17K -158 -3%
SFA
600
Sequoia Financial Advisors
Ohio
$584K -$255K -2,365 -30%