TIP icon

iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Shares
Change %
RCI
651
RS Crum Inc
California
$504K +$4.46K +43 +0.9%
EAM
652
Evanson Asset Management
California
$504K
HSA
653
HBK Sorce Advisory
Pennsylvania
$501K -$60.6K -584 -11%
NEWAS
654
N.E.W. Advisory Services
Wisconsin
$498K -$3.73K -36 -0.7%
MPW
655
MGO Private Wealth
California
$496K -$128K -1,238 -21%
SVWAG
656
Sound View Wealth Advisors Group
Georgia
$495K +$415 +4 +0.1%
PFG
657
Pinnacle Financial Group
Illinois
$494K -$86.4K -833 -15%
GFPC
658
Global Financial Private Client
Florida
$493K -$17K -165 -3%
HL
659
HeadInvest LLC
Maine
$492K
MLA
660
My Legacy Advisors
Oregon
$491K +$491K +4,793 New
BP
661
Ballentine Partners
Massachusetts
$491K
CIAS
662
Capital Investment Advisory Services
North Carolina
$491K -$247K -2,383 -33%
MCCP
663
Mission Creek Capital Partners
California
$490K -$6.85K -66 -1%
KWMG
664
King Wealth Management Group
Florida
$490K -$17.1K -165 -3%
PEA
665
Park Edge Advisors
Ohio
$489K +$3.32K +32 +0.7%
VT
666
Vise Technologies
New York
$489K +$194K +1,872 +66%
CCG
667
Cypress Capital Group
Florida
$487K -$227K -2,190 -32%
JWM
668
Jeppson Wealth Management
California
$478K +$4.15K +40 +0.9%
Fiera Capital (Canada)
669
Fiera Capital (Canada)
Quebec, Canada
$476K -$4.36K -42 -0.9%
State Street
670
State Street
Massachusetts
$476K -$4.56K -44 -1%
AFIA
671
America First Investment Advisors
Nebraska
$473K +$48.2K +465 +11%
CTA
672
Chesley Taft & Associates
Illinois
$473K -$187K -1,800 -28%
MPCG
673
Matrix Private Capital Group
New York
$471K -$630K -6,074 -57%
CA
674
Calton & Associates
Florida
$470K -$1.45M -13,959 -75%
HWA
675
HCR Wealth Advisors
California
$469K