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iShares TIPS Bond ETF
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Overview Fund Activity

1,001 hedge funds and large institutions have $9.47B invested in iShares TIPS Bond ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 270 increasing their positions, 437 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+50
Holders Change %
+5.26%
% of All Funds
13.33%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.52%
New
148
Increased
270
Reduced
437
Closed
81
Calls
$147M
Puts
$49.3M
Net Calls
+$97.3M
Net Calls Change
+$87.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$147M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$108M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.8M
4
SLI
Sumitomo Life Insurance
Japan
+$57.2M
5
Fidelity International
Fidelity International
Bermuda
+$55.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$2.99B
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$388M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$241M
4
Man Group
Man Group
United Kingdom
-$123M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
651
Oxford Financial Group
Indiana
$344K -$7.67K -72 -2%
AWA
652
Arkadios Wealth Advisors
Georgia
$343K -$45.7K -429 -12%
GWAG
653
Garrett Wealth Advisory Group
Texas
$340K -$35.3K -331 -9%
LIA
654
Lynx Investment Advisory
District of Columbia
$339K +$32K +300 +10%
MGIA
655
Moneta Group Investment Advisors
Missouri
$338K -$98.9K -928 -23%
CIC
656
Carnegie Investment Counsel
Ohio
$338K – – –
RFN
657
RDA Financial Network
Iowa
$337K -$7.78K -73 -2%
EWA
658
EQ Wealth Advisors
Texas
$336K +$336K +3,149 New
PPP
659
Private Portfolio Partners
New Jersey
$335K +$89K +835 +36%
TSW
660
Thompson Siegel & Walmsley
Virginia
$331K +$4.91K +46 +2%
SVWG
661
Shared Vision Wealth Group
United States
$330K -$35.3K -331 -10%
WJWM
662
Williams Jones Wealth Management
New York
$327K +$4.16K +39 +1%
HDIM
663
Hanson & Doremus Investment Management
Vermont
$326K -$13.9K -130 -4%
SMWM
664
Silvia McColl Wealth Management
California
$326K – – –
PCWA
665
Pacific Capital Wealth Advisors
California
$324K – – –
BCA
666
Bay Colony Advisors
Massachusetts
$323K +$73.8K +693 +30%
SW
667
Simplicity Wealth
New Jersey
$321K -$14.6K -137 -4%
RCI
668
RS Crum Inc
California
$320K -$212K -1,985 -40%
NA
669
Nautilus Advisors
California
$320K +$320K +3,000 New
TCA
670
Transcend Capital Advisors
New Jersey
$318K -$40.6K -381 -11%
WAM
671
Walker Asset Management
Missouri
$318K +$2.56K +24 +0.8%
SMDAM
672
Sumitomo Mitsui DS Asset Management
Japan
$318K -$5.11K -48 -2%
BAAM
673
Baker Avenue Asset Management
California
$315K +$12.4K +116 +4%
PEA
674
Park Edge Advisors
Ohio
$314K +$1.28K +12 +0.4%
SWM
675
SFG Wealth Management
Maryland
$314K +$314K +2,947 New
25 26
27
28 29