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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
676
Wealthspire Advisors (New York)
New York
$955K +$4.44K +39 +0.5%
CWP
677
Concord Wealth Partners
Virginia
$939K +$88.7K +778 +10%
GP
678
Greenline Partners
New York
$938K +$938K +8,238 New
FPGK
679
Financial Partners Group (Kansas)
Kansas
$936K -$29.3K -257 -3%
PHIMC
680
Private Harbour Investment Management & Counsel
Ohio
$934K -$57K -500 -6%
JSL
681
JT Stratford LLC
Georgia
$928K -$83.4K -732 -8%
CWM
682
Chemistry Wealth Management
New York
$927K -$14.8K -130 -2%
NLP
683
Next Level Private
New York
$927K +$927K +8,138 New
AC
684
Addison Capital
Pennsylvania
$926K +$2.96K +26 +0.3%
JAG
685
Journey Advisory Group
Kentucky
$925K +$358K +3,054 +63%
GA
686
Greenspring Advisors
Maryland
$925K +$925K +8,119 New
BEAM
687
Baker Ellis Asset Management
Washington
$921K +$921K +8,085 New
CSWG
688
Cardinal Strategic Wealth Guidance
Kentucky
$917K +$268K +2,351 +41%
RSS
689
Rosenblum Silverman Sutton
California
$915K +$915K +8,035 New
MFA
690
Mayflower Financial Advisors
Massachusetts
$914K -$15.1K -1,047 -2%
Marshall Wace
691
Marshall Wace
United Kingdom
$912K -$52.5M -460,134 -98%
IFAM
692
Institutional & Family Asset Management
Colorado
$904K -$3.3K -29 -0.4%
DSC
693
Duncker Streett & Co
Missouri
$904K +$6.15K +54 +0.7%
SGCA
694
Steel Grove Capital Advisors
Tennessee
$902K – – –
AFP
695
Ausdal Financial Partners
Iowa
$901K +$351K +3,084 +64%
CFS
696
Cannon Financial Strategists
Georgia
$900K +$689K +6,048 +326%
LL
697
LPWM LLC
Minnesota
$900K -$130K -1,141 -13%
JWCA
698
J.W. Coons Advisors
Ohio
$898K – – –
GG
699
Gofen & Glossberg
Illinois
$895K -$1.73M -15,171 -66%
GAMC
700
Garner Asset Management Corp
Texas
$892K +$157K +1,376 +21%
26 27
28
29 30