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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$534K -$49.7K -462 -9%
AI
627
Auour Investments
Massachusetts
$534K +$534K +4,964 New
SFPG
628
Stonebridge Financial Planning Group
Florida
$533K -$1.04M -9,632 -66%
MIM
629
Merrion Investment Management
New Jersey
$533K – – –
WC
630
Waterloo Capital
Texas
$531K +$168K +1,565 +46%
GFPC
631
Global Financial Private Client
Florida
$530K -$56.2K -525 -10%
KWMG
632
King Wealth Management Group
Florida
$526K -$1.51K -14 -0.3%
AWM
633
Avior Wealth Management
Nebraska
$525K -$51.6K -479 -9%
EAM
634
Evanson Asset Management
California
$523K +$10.1K +94 +2%
NEWAS
635
N.E.W. Advisory Services
Wisconsin
$520K -$87.7K -815 -14%
RCI
636
RS Crum Inc
California
$518K +$4.41K +41 +0.9%
MWM
637
Moulton Wealth Management
Washington
$517K -$9.36K -87 -2%
MFA
638
Mayflower Financial Advisors
Massachusetts
$517K – – –
MCCP
639
Mission Creek Capital Partners
California
$516K +$4.09K +38 +0.8%
SGK
640
Steigerwald Gordon & Koch
Virginia
$515K -$554K -5,148 -52%
SVWAG
641
Sound View Wealth Advisors Group
Georgia
$513K – – –
WAM
642
Walker Asset Management
Missouri
$511K -$2.69K -25 -0.5%
BP
643
Ballentine Partners
Massachusetts
$510K -$82.5K -767 -14%
SB
644
Strategic Blueprint
Georgia
$510K -$53.3K -495 -9%
HL
645
HeadInvest LLC
Maine
$506K – – –
EP
646
Edgestream Partners
New Jersey
$505K +$505K +4,690 New
PEA
647
Park Edge Advisors
Ohio
$503K +$103K +954 +26%
TCA
648
Transcend Capital Advisors
New Jersey
$500K +$18.3K +170 +4%
Fiera Capital (Canada)
649
Fiera Capital (Canada)
Quebec, Canada
$499K -$39.6K -368 -7%
State Street
650
State Street
Massachusetts
$498K -$137M -1,268,951 -100%
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