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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.75%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$399M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$368M
3
EW
Evoke Wealth
California
+$122M
4
SLI
Sumitomo Life Insurance
Japan
+$102M
5
3AM
3EDGE Asset Management
Florida
+$74.1M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$357M
2
SWM
Scissortail Wealth Management
Oklahoma
-$180M
3
AssetMark Inc
AssetMark Inc
California
-$178M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$168M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
651
WhitTier Trust Company
Nevada
$312K – – –
IAG
652
Investment Advisory Group
Massachusetts
$311K – – –
SIG
653
Stonegate Investment Group
Alabama
$309K – – –
WA
654
Wambolt & Associates
Colorado
$308K -$72.4K -654 -19%
LIM
655
Leavell Investment Management
Alabama
$308K -$6.19K -56 -2%
AAM
656
Austin Asset Management
Texas
$308K – – –
SP
657
Successful Portfolios
Florida
$308K -$2.54K -23 -0.8%
OP
658
ORG Partners
Indiana
$307K -$46.3K -417 -13%
SFFS
659
Stonehage Fleming Financial Services
Jersey
$306K – – –
FIC
660
Family Investment Center
Missouri
$305K -$3.2K -29 -1%
COCM
661
Charter Oak Capital Management
New Hampshire
$304K -$48.9K -443 -14%
ABLA
662
Alan B. Lancz & Associates
Ohio
$301K – – –
PCMC
663
Paragon Capital Management (Colorado)
Colorado
$300K – – –
4FG
664
4Thought Financial Group
New York
$298K -$359K -3,248 -55%
SAM
665
S.A. Mason
Michigan
$297K -$113K -1,019 -27%
IFWM
666
Institute for Wealth Management
Colorado
$297K -$2.54K -23 -0.8%
JWBC
667
J.W. Burns & Co
New York
$296K -$55.2K -500 -16%
BFG
668
Berger Financial Group
Minnesota
$294K +$331 +3 +0.1%
MCM
669
Mainstay Capital Management
Michigan
$291K – – –
TGAM
670
TBH Global Asset Management
Tennessee
$290K -$5.64K -51 -2%
PL
671
Plancorp LLC
Missouri
$286K -$83K -751 -22%
NCTC
672
New Covenant Trust Company
Indiana
$286K – – –
Brown Advisory
673
Brown Advisory
Maryland
$286K +$286K +2,586 New
WSC
674
Wellington Shields & Co
New York
$284K -$98K -887 -26%
LNWWM
675
Laird Norton Wetherby Wealth Management
California
$283K +$994 +9 +0.4%
25 26
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