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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
Holders Change %
0%
% of All Funds
16.05%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
601
AllSquare Wealth Management
New York
$589K
CIM
602
Cambria Investment Management
California
$585K -$195K -1,813 -25%
Focus Partners Wealth
603
Focus Partners Wealth
Massachusetts
$583K +$583K +5,421 New
NS
604
NBC Securities
Alabama
$580K -$64.1K -597 -10%
EAMA
605
EFG Asset Management (Americas)
Florida
$579K -$40.2K -374 -6%
CWM
606
Centurion Wealth Management
Virginia
$577K -$447K -4,154 -44%
FA
607
FC Advisory
Pennsylvania
$577K -$358K -3,332 -38%
MLA
608
My Legacy Advisors
Oregon
$574K +$59.7K +556 +12%
AWMT
609
AAFMAA Wealth Management & Trust
North Carolina
$571K -$6.23M -57,970 -92%
CIR
610
Clear Investment Research
Georgia
$570K +$11.1K +103 +2%
HR
611
Hardy Reed
Mississippi
$570K -$63.1K -587 -10%
CCFCSB
612
Cape Cod Five Cents Savings Bank
Massachusetts
$570K -$763K -7,100 -57%
JWCA
613
J.W. Coons Advisors
Ohio
$569K -$317K -2,950 -36%
LFAS
614
Level Four Advisory Services
Texas
$566K -$455K -4,237 -45%
TCA
615
Transcend Capital Advisors
New Jersey
$562K -$64.5K -600 -10%
BIM
616
Baldwin Investment Management
Pennsylvania
$559K
CC
617
Copperleaf Capital
North Carolina
$558K -$33.9K -315 -6%
AWA
618
Archvest Wealth Advisors
California
$557K +$557K +5,185 New
PIM
619
Penobscot Investment Management
Massachusetts
$556K -$30.3K -282 -5%
PFGIA
620
Patriot Financial Group Insurance Agency
Massachusetts
$556K -$392K -3,650 -41%
AIM
621
Alhambra Investment Management
Florida
$550K -$183K -1,700 -25%
AT
622
American Trust
Kentucky
$549K -$10.9K -102 -2%
OIM
623
Oder Investment Management
California
$549K +$133K +1,237 +32%
IAIM
624
International Assets Investment Management
Florida
$548K -$263K -2,448 -32%
EPM
625
Elm Partners Management
Pennsylvania
$545K -$13.7K -127 -2%