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iShares TIPS Bond ETF
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Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$96.1M
2
EW
Evoke Wealth
California
+$85.1M
3
BGDI
BW Gestao de Investimentos
Brazil
+$74.3M
4
BM
Baymount Management
Florida
+$64.9M
5
Barclays
Barclays
United Kingdom
+$62.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$651M
2
Bank of America
Bank of America
North Carolina
-$304M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$281M
4
Jane Street
Jane Street
New York
-$279M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
626
Evergreen Capital Management
Washington
$843K +$99.6K +936 +13%
IWA
627
Icon Wealth Advisors
Texas
$840K -$4.77M -44,829 -85%
AWM
628
Apollon Wealth Management
South Carolina
$839K -$107K -1,004 -11%
CWS
629
Cypress Wealth Services
California
$827K -$859K -8,070 -51%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$827K -$375K -3,522 -31%
GP
631
Greenline Partners
New York
$825K -$26.9K -253 -3%
DFG
632
Demars Financial Group
Washington
$819K -$698K -6,562 -46%
RWM
633
Ritholtz Wealth Management
New York
$816K -$778K -7,313 -49%
CSPIA
634
Cary Street Partners Investment Advisory
Virginia
$815K -$260K -2,439 -24%
DPI
635
Diversified Portfolios Inc
Michigan
$805K -$532K -4,998 -40%
HIA
636
Harbor Investment Advisory
Maryland
$803K -$419K -3,940 -34%
Fisher Asset Management
637
Fisher Asset Management
Washington
$795K -$188K -1,766 -19%
Vontobel Holding
638
Vontobel Holding
Switzerland
$790K -$79.8K -750 -9%
AWS
639
AJ Wealth Strategies
New York
$788K -$3.72M -34,949 -83%
BA
640
Ballast Advisors
Minnesota
$787K – – –
SL
641
Summitry LLC
California
$782K -$2.18M -20,502 -74%
FNT
642
First National Trust
Pennsylvania
$778K -$185K -1,739 -19%
TWM
643
Tradition Wealth Management
Minnesota
$775K -$1.64M -15,449 -68%
MECA
644
Miller Equity Capital Advisors
Texas
$775K +$21.3K +200 +3%
IFAM
645
Institutional & Family Asset Management
Colorado
$768K -$25.3K -238 -3%
HI
646
Harper Investing
California
$765K -$1.11M -10,460 -59%
RWPA
647
Richard W. Paul & Associates
Michigan
$764K +$764K +7,182 New
WAM
648
Walker Asset Management
Missouri
$763K – – –
KF
649
Krilogy Financial
Missouri
$760K -$176K -1,657 -19%
WOSD
650
WFA of San Diego
California
$758K -$55.9K -525 -7%
24 25
26
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