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iShares TIPS Bond ETF
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Overview Fund Activity

1,217 hedge funds and large institutions have $16.9B invested in iShares TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 348 increasing their positions, 622 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
-69
Holders Change %
-5.37%
% of All Funds
21.04%
Holding in Top 10
96
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.52%
% of All Funds
1.66%
New
85
Increased
348
Reduced
622
Closed
132
Calls
$205M
Puts
$26M
Net Calls
+$179M
Net Calls Change
+$1.55B

Top Buyers

1
Jane Street
Jane Street
New York
$511M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$262M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$108M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$49.7M
5
SLI
Sumitomo Life Insurance
Japan
$118M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$281M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.04B
3
AssetMark Inc
AssetMark Inc
California
$7.16M
4
Bank of America
Bank of America
North Carolina
$1.75B
5
Morgan Stanley
Morgan Stanley
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
651
Focus Partners Advisor Solutions
Missouri
$880K -$69.6K -663 -7%
SW
652
StrongBox Wealth
Missouri
$877K -$219K -2,089 -20%
AWE
653
Avidian Wealth Enterprises
Texas
$865K -$6.43M -61,302 -88%
NCG
654
Newport Capital Group
New Jersey
$865K +$114 +1 +0%
PHIMC
655
Private Harbour Investment Management & Counsel
Ohio
$860K – – –
SWA
656
Stratos Wealth Advisors
Ohio
$859K -$1.46M -13,920 -63%
Vontobel Holding
657
Vontobel Holding
Switzerland
$857K -$225K -2,145 -21%
DAM
658
Derbend Asset Management
Georgia
$857K -$46.1K -439 -5%
AC
659
Addison Capital
Pennsylvania
$857K +$4.2K +40 +0.5%
CWM
660
Chemistry Wealth Management
New York
$854K +$105 +1 +0%
GP
661
Greenline Partners
New York
$839K -$25K -238 -3%
DSC
662
Duncker Streett & Co
Missouri
$839K +$6.09K +58 +0.7%
JAG
663
Journey Advisory Group
Kentucky
$829K – – –
GG
664
Gofen & Glossberg
Illinois
$822K -$2.1K -20 -0.3%
NFP
665
NorthLanding Financial Partners
New York
$816K +$816K +7,776 New
VAS
666
Vestmark Advisory Solutions
Massachusetts
$808K -$728K -6,941 -47%
IGWM
667
ICA Group Wealth Management
Colorado
$808K +$153K +1,460 +23%
SFA
668
Sequoia Financial Advisors
Ohio
$803K -$222K -2,119 -22%
WOSD
669
WFA of San Diego
California
$802K +$1.57K +15 +0.2%
CPO
670
Cerity Partners OCIO
New York
$801K +$221K +2,104 +38%
MWM
671
Moulton Wealth Management
Washington
$795K -$3.62M -34,489 -82%
AT
672
American Trust
Kentucky
$793K -$1.11M -10,606 -58%
RSS
673
Rosenblum Silverman Sutton
California
$788K -$55.1K -525 -7%
RFC
674
Regions Financial Corp
Alabama
$785K -$121K -1,154 -13%
MSFS
675
Main Street Financial Solutions
Pennsylvania
$783K -$224K -2,130 -22%
25 26
27
28 29