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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
Holders Change %
0%
% of All Funds
16.05%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
651
Hanson & Doremus Investment Management
Vermont
$491K -$111K -1,031 -18%
AFIA
652
America First Investment Advisors
Nebraska
$491K
WWM
653
Western Wealth Management
Colorado
$488K +$488K +4,539 New
HWA
654
HCR Wealth Advisors
California
$487K +$1.29K +12 +0.3%
CIAS
655
Capital Investment Advisory Services
North Carolina
$479K -$29.9K -278 -6%
SAM
656
S.A. Mason
Michigan
$478K
B
657
Bridgeworth
Alabama
$477K -$6.67K -62 -1%
WHCI
658
W.H. Cornerstone Investments
Massachusetts
$475K -$225K -2,096 -32%
Fiera Capital (Canada)
659
Fiera Capital (Canada)
Quebec, Canada
$470K -$23.2K -216 -5%
SR
660
Syntax Research
Florida
$469K +$3.87K +36 +0.8%
AI
661
Auour Investments
Massachusetts
$468K -$60.9K -571 -12%
BCA
662
Bay Colony Advisors
Massachusetts
$468K +$216K +2,014 +86%
HFRG
663
Houlihan Financial Resource Group
Virginia
$466K -$3.23K -30 -0.7%
NFP
664
NorthLanding Financial Partners
New York
$464K -$9.03K -84 -2%
JWM
665
Jeppson Wealth Management
California
$461K -$34.7K -323 -7%
4FG
666
4Thought Financial Group
New York
$459K -$217K -2,022 -32%
NEWAS
667
N.E.W. Advisory Services
Wisconsin
$459K -$57.1K -531 -11%
MWM
668
Meridian Wealth Management
Kentucky
$455K -$1.13M -10,551 -71%
FDCDDQ
669
Federation des caisses Desjardins du Quebec
Quebec, Canada
$453K -$98.9K -920 -18%
VA
670
Valmark Advisers
Ohio
$450K +$86.5K +805 +24%
KWMG
671
King Wealth Management Group
Florida
$446K -$61K -568 -12%
PTC
672
Private Trust Company
Ohio
$444K -$311K -2,893 -41%
TGAM
673
TBH Global Asset Management
Tennessee
$444K -$19.1K -178 -4%
CPIG
674
Chicago Partners Investment Group
Illinois
$443K -$81.8K -768 -16%
CIBC Private Wealth Group
675
CIBC Private Wealth Group
Georgia
$443K -$156K -1,448 -26%