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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
Evoke Wealth
California
$131M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$500M
2
CWM
Campbell Wealth Management
Virginia
$215K
3
PCIG
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
626
Private Trust Company
Ohio
$477K +$32.9K +306 +7%
MCCP
627
Mission Creek Capital Partners
California
$474K -$37K -344 -7%
AI
628
Auour Investments
Massachusetts
$471K -$107 -1 -0%
MC
629
Middleton & Co
Massachusetts
$470K +$470K +4,379 New
WI
630
Wintrust Investments
Illinois
$469K -$245K -2,277 -34%
SR
631
Syntax Research
Florida
$469K – – –
PA
632
PFG Advisors
Arizona
$467K -$35.8K -333 -7%
BFEC
633
Benjamin F. Edwards & Company
Missouri
$467K -$663K -6,177 -59%
EW
634
Evexia Wealth
Wisconsin
$466K +$43.1K +406 +10%
HFRG
635
Houlihan Financial Resource Group
Virginia
$465K – – –
MWM
636
Mission Wealth Management
California
$463K +$188K +1,752 +68%
JWM
637
Jeppson Wealth Management
California
$460K -$537 -5 -0.1%
CPIG
638
Chicago Partners Investment Group
Illinois
$460K +$18.6K +176 +4%
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$458K -$97.2K -905 -18%
SHIM
640
Stone House Investment Management
Pennsylvania
$458K +$129K +1,200 +39%
PFP
641
Pinnacle Financial Partners
Tennessee
$456K +$38.9K +362 +9%
WCM
642
WealthBridge Capital Management
Ohio
$456K -$205K -1,906 -31%
Jane Street
643
Jane Street
New York
$450K +$242K +2,257 +117%
NEWAS
644
N.E.W. Advisory Services
Wisconsin
$448K -$9.99K -93 -2%
WC
645
Whitney & Co
New York
$441K – – –
NFP
646
NorthLanding Financial Partners
New York
$441K -$22.8K -212 -5%
PHS
647
Pekin Hardy Strauss
Illinois
$440K -$85.7K -798 -16%
HWA
648
HCR Wealth Advisors
California
$439K -$48.3K -450 -10%
CWA
649
Clearview Wealth Advisors
Oregon
$436K +$209K +1,945 +92%
MWM
650
Mattern Wealth Management
Kansas
$435K – – –
24 25
26
27 28