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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
Evoke Wealth
California
$131M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$500M
2
CWM
Campbell Wealth Management
Virginia
$215K
3
PCIG
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
651
Glenview Trust
Kentucky
$433K – – –
Invesco
652
Invesco
Georgia
$432K +$10.6K +99 +3%
MSWMA
653
Market Street Wealth Management Advisors
Indiana
$430K – – –
CFS
654
Coordinated Financial Services
Colorado
$430K +$430K +4,002 New
Verition Fund Management
655
Verition Fund Management
Connecticut
$430K +$430K +4,000 New
TGAM
656
TBH Global Asset Management
Tennessee
$426K -$16.9K -157 -4%
JLBC
657
J.L. Bainbridge & Co
Florida
$424K – – –
SWM
658
Silverlake Wealth Management
Vermont
$422K -$423K -3,936 -50%
WANY
659
Wealthspire Advisors (New York)
New York
$416K -$20.2K -188 -5%
VVP
660
Venture Visionary Partners
Ohio
$414K -$26.6K -248 -6%
KWMG
661
King Wealth Management Group
Florida
$406K -$40.5K -377 -9%
IAIM
662
International Assets Investment Management
Florida
$406K -$138K -1,295 -25%
WA
663
Wambolt & Associates
Colorado
$404K -$83.9K -787 -17%
FFG
664
Foundry Financial Group
New Hampshire
$404K – – –
CTA
665
Camelot Technology Advisors
California
$403K -$12.5K -116 -3%
ACA
666
Aptus Capital Advisors
Alabama
$402K +$244K +2,273 +154%
PMA
667
Prudent Man Advisors
Illinois
$400K -$752 -7 -0.2%
FUBT
668
First United Bank & Trust
Maryland
$400K +$5.05K +47 +1%
FCI
669
Financial Counselors Inc
Kansas
$399K -$31.1K -290 -7%
BCA
670
Bay Colony Advisors
Massachusetts
$399K -$68.8K -641 -15%
HIC
671
Hartline Investment Corp
Illinois
$399K +$399K +3,713 New
FW
672
FirstPurpose Wealth
Utah
$394K -$3.81K -36 -1%
CCB
673
Country Club Bank
Missouri
$394K -$33.3K -310 -8%
MCM
674
Mainstay Capital Management
Michigan
$393K -$967 -9 -0.2%
EAM
675
Evanson Asset Management
California
$392K – – –
25 26
27
28 29