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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$180M
2
BlackRock
BlackRock
New York
$3.8B
3
PCIG
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
Sumitomo Life Insurance
Japan
$0
3
EW
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
5
MMI
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
626
Avid Wealth Partners
Texas
$451K +$120K +1,125 +36%
GT
627
Glenview Trust
Kentucky
$449K +$19.1K +179 +4%
FCI
628
Financial Counselors Inc
Kansas
$447K +$50.1K +469 +13%
WI
629
Wintrust Investments
Illinois
$446K -$20.4K -191 -4%
NFP
630
NorthLanding Financial Partners
New York
$444K +$6.09K +57 +1%
MWM
631
Mattern Wealth Management
Kansas
$432K – – –
MSWMA
632
Market Street Wealth Management Advisors
Indiana
$428K – – –
SWM
633
Silverlake Wealth Management
Vermont
$427K +$7.69K +72 +2%
FAM
634
Flaharty Asset Management
Florida
$427K -$177K -1,655 -29%
NEWAS
635
N.E.W. Advisory Services
Wisconsin
$426K -$19.3K -181 -4%
AR
636
Apeiron RIA
Texas
$426K -$64.2K -601 -13%
LA
637
LexAurum Advisors
Kansas
$426K -$72.6K -680 -15%
PFP
638
Pinnacle Financial Partners
Tennessee
$424K -$29.5K -276 -6%
WHCI
639
W.H. Cornerstone Investments
Massachusetts
$424K +$70.4K +659 +20%
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$424K -$31.7K -297 -7%
IA
641
IFG Advisory
Georgia
$424K +$424K +3,968 New
CWA
642
Capital Wealth Alliance
Arizona
$421K +$61.4K +575 +17%
MIS
643
Morningstar Investment Services
Illinois
$415K +$63.2K +590 +18%
BPWM
644
Badgley Phelps Wealth Managers
Washington
$411K -$82.1K -769 -17%
CF
645
Clarity Financial
Texas
$409K +$34.4K +322 +9%
WOSD
646
WFA of San Diego
California
$408K +$408K +3,819 New
RCAG
647
Rehmann Capital Advisory Group
Michigan
$407K +$143K +1,342 +54%
VVP
648
Venture Visionary Partners
Ohio
$404K -$8.01K -75 -2%
CFS
649
Coordinated Financial Services
Colorado
$400K -$27.8K -260 -6%
IAIM
650
International Assets Investment Management
Florida
$399K -$6.94K -65 -2%
24 25
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