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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 %
GAM
601
Gould Asset Management
California
$615K -$42K -405 -6%
LA
602
LexAurum Advisors
Kansas
$615K +$198K +1,913 +48%
RFC
603
Regions Financial Corp
Alabama
$613K +$3.11K +30 +0.5%
SL
604
Summitry LLC
California
$612K +$8.71K +84 +1%
HR
605
Hardy Reed
Mississippi
$611K -$19K -183 -3%
TCA
606
Transcend Capital Advisors
New Jersey
$605K +$123K +1,181 +25%
CWM
607
Chemistry Wealth Management
New York
$604K -$8.3K -80 -1%
FW
608
FirstPurpose Wealth
Utah
$601K +$601K +5,798 New
JAG
609
Journey Advisory Group
Kentucky
$598K +$519 +5 +0.1%
EAMA
610
EFG Asset Management (Americas)
Florida
$598K -$267K -2,573 -31%
AC
611
Apella Capital
Connecticut
$595K -$89.7K -865 -13%
FAM
612
Flaharty Asset Management
Florida
$590K +$172K +1,655 +41%
MWM
613
Meritas Wealth Management
California
$587K +$10.4K +100 +2%
AWE
614
Avidian Wealth Enterprises
Texas
$585K +$585K +5,643 New
PA
615
PFG Advisors
Arizona
$584K -$152K -1,463 -21%
IGWM
616
ICA Group Wealth Management
Colorado
$584K -$179K -1,722 -23%
CAM
617
Cubic Asset Management
Massachusetts
$580K +$415 +4 +0.1%
HDIM
618
Hanson & Doremus Investment Management
Vermont
$580K -$250K -2,411 -30%
CIBC Private Wealth Group
619
CIBC Private Wealth Group
Georgia
$578K +$578K +5,573 New
DFG
620
Demars Financial Group
Washington
$577K -$50.5K -487 -8%
MWM
621
Mission Wealth Management
California
$574K +$44.7K +431 +8%
SW
622
Simplicity Wealth
New Jersey
$572K +$572K +5,516 New
CC
623
Copperleaf Capital
North Carolina
$571K +$571K +5,509 New
AWM
624
AllSquare Wealth Management
New York
$568K
PIM
625
Penobscot Investment Management
Massachusetts
$566K -$220K -2,125 -28%