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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 %
JWM
651
Jeppson Wealth Management
California
$492K -$106K -989 -18%
WANY
652
Wealthspire Advisors (New York)
New York
$492K -$375K -3,487 -43%
HWA
653
HCR Wealth Advisors
California
$487K – – –
HIA
654
Harbor Investment Advisory
Maryland
$481K -$13.7K -127 -3%
AAM
655
Ameraudi Asset Management
New York
$480K -$430 -4 -0.1%
CCB
656
Country Club Bank
Missouri
$477K -$13.5K -126 -3%
GT
657
Glenview Trust
Kentucky
$476K -$22.2K -206 -4%
BAM
658
Belpointe Asset Management
Nevada
$475K -$10M -92,958 -95%
MPW
659
MA Private Wealth
California
$471K -$66.8K -621 -12%
UI
660
Unconventional Investor
New Hampshire
$471K +$323 +3 +0.1%
WP
661
Westmount Partners
California
$469K -$646 -6 -0.1%
MWM
662
Mattern Wealth Management
Kansas
$468K – – –
OFG
663
Oxford Financial Group
Indiana
$466K -$44.9K -417 -9%
GAA
664
Global Assets Advisory
Florida
$463K -$1.65M -15,288 -78%
SWA
665
Stratos Wealth Advisors
Ohio
$457K +$969 +9 +0.2%
TGAM
666
TBH Global Asset Management
Tennessee
$455K +$18.8K +175 +4%
CSWM
667
Cassady Schiller Wealth Management
Ohio
$452K -$159K -1,474 -26%
CA
668
Claro Advisors
Massachusetts
$444K +$1.29K +12 +0.3%
WHCI
669
W.H. Cornerstone Investments
Massachusetts
$443K -$56.1K -521 -11%
FAG
670
Fortitude Advisory Group
Washington
$442K +$90.8K +844 +26%
AFIA
671
America First Investment Advisors
Nebraska
$441K -$9.36K -87 -2%
CFGS
672
Concourse Financial Group Securities
Alabama
$441K -$4.31K -40 -1%
MRC
673
Millburn Ridgefield Corp
New York
$439K -$7.38M -68,552 -94%
FNC
674
First National Corp
Massachusetts
$437K – – –
IC
675
Inscription Capital
Texas
$436K -$321K -2,981 -42%
25 26
27
28 29