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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$180M
2
BlackRock
BlackRock
New York
$3.8B
3
PCIG
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
Sumitomo Life Insurance
Japan
$0
3
EW
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
5
MMI
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMA
651
Prudent Man Advisors
Illinois
$398K – – –
SAM
652
S.A. Mason
Michigan
$396K -$78.7K -737 -17%
LFAS
653
Level Four Advisory Services
Texas
$395K -$167K -1,567 -30%
AT
654
American Trust
Kentucky
$394K -$146K -1,366 -27%
CIA
655
Concurrent Investment Advisors
Florida
$394K -$280K -2,620 -42%
RFN
656
RDA Financial Network
Iowa
$394K -$91.8K -860 -19%
SC
657
Scotia Capital
Ontario, Canada
$393K -$116K -1,085 -23%
WCM
658
Windsor Capital Management
Arizona
$393K -$186K -1,744 -32%
KWMG
659
King Wealth Management Group
Florida
$393K -$10.6K -99 -3%
OPA
660
Old Port Advisors
Maine
$392K -$95.8K -897 -20%
CTA
661
Camelot Technology Advisors
California
$392K -$8.76K -82 -2%
EAM
662
Evanson Asset Management
California
$391K +$1.39K +13 +0.4%
AWA
663
Arkadios Wealth Advisors
Georgia
$390K +$90.4K +847 +30%
PSC
664
Prentiss Smith & Co
Vermont
$388K – – –
SPAS
665
Spectrum Planning & Advisory Services
California
$387K +$387K +3,612 New
CNC
666
Citizens & Northern Corp
Pennsylvania
$378K +$10.9K +102 +3%
VA
667
Valmark Advisers
Ohio
$377K +$34.1K +319 +10%
JLBC
668
J.L. Bainbridge & Co
Florida
$376K -$45.4K -425 -11%
CCB
669
Country Club Bank
Missouri
$376K -$16.9K -158 -4%
MC
670
Mathes Company
New York
$374K – – –
MGIA
671
Moneta Group Investment Advisors
Missouri
$374K +$172K +1,610 +85%
ACA
672
Aptus Capital Advisors
Alabama
$373K -$27K -253 -7%
CFP
673
Cascade Financial Partners
California
$373K -$21.4K -200 -5%
GL
674
GHE LLC
Tennessee
$371K – – –
WSC
675
Wellington Shields & Co
New York
$369K – – –
25 26
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