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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
626
Connecticut Wealth Management
Connecticut
$1.16M +$911 +8 +0.1%
Fisher Asset Management
627
Fisher Asset Management
Washington
$1.15M +$303K +2,662 +36%
QCIG
628
Quad-Cities Investment Group
Iowa
$1.14M -$93.1K -817 -8%
CWM
629
Cornerstone Wealth Management
Missouri
$1.14M +$464K +4,069 +68%
FAM
630
Flaharty Asset Management
Florida
$1.14M -$111K -978 -9%
BST
631
Bath Savings Trust
Maine
$1.12M – – –
SFA
632
Sequoia Financial Advisors
Ohio
$1.11M +$36K +316 +3%
SWP
633
ShoreHaven Wealth Partners
New Jersey
$1.11M +$864K +7,583 +346%
Kayne Anderson Rudnick Investment Management
634
Kayne Anderson Rudnick Investment Management
California
$1.11M +$1.08M +9,445 +3,169%
BOM
635
Bank of Marin
California
$1.11M +$30.5K +268 +3%
BP
636
Ballentine Partners
Massachusetts
$1.1M -$68.5K -601 -6%
VFA
637
Values First Advisors
Tennessee
$1.1M -$145K -1,276 -12%
SWM
638
Silverlake Wealth Management
Vermont
$1.1M +$335K +2,937 +44%
MSFS
639
Main Street Financial Solutions
Pennsylvania
$1.09M -$876K -7,696 -45%
FNC
640
First National Corp
Massachusetts
$1.09M -$53.8K -472 -5%
V
641
Veritable
Delaware
$1.08M -$25.4K -223 -2%
MIM
642
Merrion Investment Management
New Jersey
$1.08M -$683K -6,000 -39%
PCS
643
Personal CFO Solutions
New Jersey
$1.08M -$43.6K -383 -4%
SF
644
Synovus Financial
Georgia
$1.07M -$140K -1,228 -12%
SQA
645
Simon Quick Advisors
New Jersey
$1.07M +$1.06M +9,170 +12,227%
WC
646
Whitney & Co
New York
$1.06M – – –
FA
647
Fagan Associates
New York
$1.06M +$5.92K +52 +0.6%
PCM
648
Parsons Capital Management
Rhode Island
$1.06M +$34.2K +300 +3%
AWA
649
Aletheian Wealth Advisors
Washington
$1.06M +$1.06M +9,266 New
FAM
650
Frontier Asset Management
Wyoming
$1.05M +$16.9K +148 +2%
24 25
26
27 28