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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 %
KFA
626
Kelleher Financial Advisors
New York
$537K
IA
627
IFG Advisory
Georgia
$533K +$104K +1,180 +24%
SFM
628
Signet Financial Management
New Jersey
$530K -$16.6K -154 -3%
RCI
629
RS Crum Inc
California
$527K +$4.09K +38 +0.8%
PHS
630
Pekin Hardy Strauss
Illinois
$526K -$156K -1,450 -23%
DE
631
Day & Ennis
Georgia
$526K -$230K -2,136 -30%
HL
632
HeadInvest LLC
Maine
$514K
PFG
633
Pinnacle Financial Group
Illinois
$513K +$215 +2 +0%
MCCP
634
Mission Creek Capital Partners
California
$512K +$3.76K +35 +0.7%
FNWA
635
Financial Network Wealth Advisors
Utah
$511K +$511K +4,750 New
SCA
636
SMH Capital Advisors
Texas
$510K +$510K +4,744 New
AWM
637
Angeles Wealth Management
California
$510K +$506K +4,709 +13,850%
MBI
638
May Barnhard Investments
Maryland
$510K +$510K +4,741 New
BP
639
Ballentine Partners
Massachusetts
$509K
DWA
640
Divergent Wealth Advisors
Utah
$509K -$411K -3,821 -45%
HWM
641
HB Wealth Management
Georgia
$508K -$38.2K -355 -7%
CTA
642
Chesley Taft & Associates
Illinois
$507K +$17.4K +162 +4%
RFN
643
RDA Financial Network
Iowa
$507K -$67.8K -631 -12%
PA
644
PFG Advisors
Arizona
$504K -$102K -949 -17%
SWC
645
Spectrum Wealth Counsel
Indiana
$500K +$500K +4,649 New
CIC
646
Carnegie Investment Counsel
Ohio
$498K -$27.2K -253 -5%
IC
647
IEQ Capital
California
$496K +$18.7K +174 +4%
WAM
648
Walker Asset Management
Missouri
$495K -$29.2K -272 -6%
PEA
649
Park Edge Advisors
Ohio
$493K -$13.1K -122 -3%
WA
650
Wambolt & Associates
Colorado
$492K -$400K -3,719 -45%