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iShares TIPS Bond ETF
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Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$96.1M
2
EW
Evoke Wealth
California
+$85.1M
3
BGDI
BW Gestao de Investimentos
Brazil
+$74.3M
4
BM
Baymount Management
Florida
+$64.9M
5
Barclays
Barclays
United Kingdom
+$62.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$651M
2
Bank of America
Bank of America
North Carolina
-$304M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$281M
4
Jane Street
Jane Street
New York
-$279M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
676
Quantitative Advantage
Minnesota
$665K +$665K +6,247 New
GAM
677
Gould Asset Management
California
$664K +$64K +601 +11%
GAMC
678
Garner Asset Management Corp
Texas
$663K -$4.15K -39 -0.6%
BCI
679
Brinker Capital Investments
Pennsylvania
$662K -$502K -4,712 -43%
MAWCM
680
Mine & Arao Wealth Creation & Management
California
$661K +$745 +7 +0.1%
FAT
681
First American Trust
California
$660K +$42K +394 +7%
BCMLT
682
Beacon Capital Management LLC (Tennessee)
Tennessee
$658K -$543K -5,098 -45%
FA
683
Fortis Advisors
Pennsylvania
$654K +$2.13K +20 +0.3%
KWS
684
Keystone Wealth Services
California
$653K -$955K -8,973 -59%
CA
685
Claro Advisors
Massachusetts
$650K -$12.3K -116 -2%
IHL
686
Investment House LLC
California
$648K +$648K +6,092 New
EPM
687
Elm Partners Management
Pennsylvania
$643K -$446K -4,194 -41%
PFG
688
Pinnacle Financial Group
Illinois
$635K -$47.9K -450 -7%
NEWAS
689
N.E.W. Advisory Services
Wisconsin
$635K -$75.6K -710 -11%
VWA
690
VERITY Wealth Advisors
United States
$630K +$2.45K +23 +0.4%
JWM
691
Jeppson Wealth Management
California
$621K -$612K -5,752 -50%
PP
692
Patron Partners
Texas
$618K -$62.4K -586 -9%
LOPW
693
Live Oak Private Wealth
North Carolina
$617K -$295K -2,768 -32%
MFA
694
Mayflower Financial Advisors
Massachusetts
$616K +$4.56K +453 +0.7%
FDCDDQ
695
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K -$111K -1,044 -15%
CWM
696
Chemistry Wealth Management
New York
$611K -$255K -2,394 -29%
AWA
697
Aletheian Wealth Advisors
Washington
$608K -$462K -4,337 -43%
MWM
698
Meritas Wealth Management
California
$606K +$606K +5,689 New
AWM
699
Aprio Wealth Management
Georgia
$600K -$115K -1,083 -16%
BFAG
700
Blackston Financial Advisory Group
Florida
$598K +$30.6K +287 +5%
26 27
28
29 30