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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$180M
2
BlackRock
BlackRock
New York
$3.8B
3
PCIG
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
Sumitomo Life Insurance
Japan
$0
3
EW
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
5
MMI
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
601
Fiera Capital (Canada)
Quebec, Canada
$492K +$7.05K +66 +1%
WANY
602
Wealthspire Advisors (New York)
New York
$492K +$78.3K +733 +19%
IC
603
IEQ Capital
California
$490K +$8.97K +84 +2%
Wolverine Trading
604
Wolverine Trading
Illinois
$488K +$222K +2,079 +83%
HWM
605
HB Wealth Management
Georgia
$488K -$427 -4 -0.1%
CTA
606
Chesley Taft & Associates
Illinois
$487K – – –
PCM
607
Parsons Capital Management
Rhode Island
$486K -$77.1K -722 -14%
DWA
608
Divergent Wealth Advisors
Utah
$485K -$961 -9 -0.2%
OIM
609
Oder Investment Management
California
$480K +$107 +1 +0%
PFG
610
Pinnacle Financial Group
Illinois
$477K -$31.7K -297 -6%
CA
611
Clearstead Advisors
Ohio
$477K +$477K +4,466 New
DC
612
Davenport & Co
Virginia
$476K -$158K -1,484 -25%
SR
613
Syntax Research
Florida
$473K +$6.51K +61 +1%
WC
614
Waterloo Capital
Texas
$472K +$151K +1,418 +47%
HR
615
Hardy Reed
Mississippi
$470K -$41.8K -391 -8%
PHS
616
Pekin Hardy Strauss
Illinois
$469K +$31.6K +296 +7%
MC
617
Middleton & Co
Massachusetts
$469K +$1.6K +15 +0.3%
Invesco
618
Invesco
Georgia
$465K +$35.3K +331 +8%
HWA
619
HCR Wealth Advisors
California
$464K +$28K +262 +6%
JWM
620
Jeppson Wealth Management
California
$464K +$6.09K +57 +1%
FNT
621
First National Trust
Pennsylvania
$463K +$223K +2,087 +93%
AI
622
Auour Investments
Massachusetts
$461K -$7.47K -70 -2%
PCS
623
Personal CFO Solutions
New Jersey
$459K +$459K +4,296 New
SFA
624
Sequoia Financial Advisors
Ohio
$457K -$24.5K -229 -5%
PMG
625
ProVise Management Group
Florida
$451K -$159K -1,486 -26%
23 24
25
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