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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
3
Evoke Wealth
California
$131M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$500M
2
CWM
2
Campbell Wealth Management
Virginia
$215K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
676
Cascade Financial Partners
California
$392K +$392K +3,691 New
PSC
677
Prentiss Smith & Co
Vermont
$390K – – –
AWM
678
Accel Wealth Management
Iowa
$385K -$35.6K -331 -8%
CFD
679
Creative Financial Designs
Indiana
$379K -$277K -2,575 -42%
BPGAM
680
BTG Pactual Global Asset Management
Bermuda
$377K +$377K +3,565 New
CF
681
Clarity Financial
Texas
$376K +$4.73K +44 +1%
MC
682
Mathes Company
New York
$376K -$344K -3,200 -48%
GL
683
GHE LLC
Tennessee
$373K – – –
WSC
684
Wellington Shields & Co
New York
$371K – – –
CNC
685
Citizens & Northern Corp
Pennsylvania
$370K +$28.1K +262 +8%
FAG
686
Fortitude Advisory Group
Washington
$369K -$19.9K -185 -5%
AWE
687
Avidian Wealth Enterprises
Texas
$365K -$1.49M -13,869 -80%
CCM
688
Coldstream Capital Management
Washington
$364K -$31K -289 -8%
LA
689
LVW Advisors
New York
$364K – – –
CWA
690
Capital Wealth Alliance
Arizona
$362K +$2.36K +22 +0.7%
Brown Advisory
691
Brown Advisory
Maryland
$362K -$64.1K -597 -15%
PEA
692
Park Edge Advisors
Ohio
$361K -$132K -1,230 -27%
TFA
693
Tranquilli Financial Advisor
New Jersey
$360K +$2.04K +19 +0.6%
PL
694
Plancorp LLC
Missouri
$359K +$80.1K +746 +29%
JWBC
695
J.W. Burns & Co
New York
$358K -$7.52K -70 -2%
IPWA
696
International Private Wealth Advisors
California
$358K -$13.1K -122 -4%
CIC
697
Carnegie Investment Counsel
Ohio
$356K -$141K -1,315 -28%
WHCI
698
W.H. Cornerstone Investments
Massachusetts
$356K -$119K -1,108 -25%
MIS
699
Morningstar Investment Services
Illinois
$353K -$71.7K -667 -17%
OFG
700
Oxford Financial Group
Indiana
$352K -$245K -2,284 -41%
26 27
28
29 30