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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$180M
2
BlackRock
2
BlackRock
New York
$3.8B
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
4
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
EW
3
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$302M
5
MMI
5
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
676
Williams Jones Wealth Management
New York
$368K +$26.6K +249 +8%
ACM
677
Advisors Capital Management
New Jersey
$365K +$365K +3,416 New
WA
678
Wambolt & Associates
Colorado
$364K -$37K -349 -9%
PEA
679
Park Edge Advisors
Ohio
$362K +$3.31K +31 +0.9%
CCM
680
Coldstream Capital Management
Washington
$358K -$4.06K -38 -1%
FUBT
681
First United Bank & Trust
Maryland
$358K -$39.8K -373 -10%
FAG
682
Fortitude Advisory Group
Washington
$358K -$9.08K -85 -2%
PL
683
Plancorp LLC
Missouri
$357K +$534 +5 +0.1%
IPWA
684
International Private Wealth Advisors
California
$356K – – –
PCWA
685
Pacific Capital Wealth Advisors
California
$353K +$321K +3,004 +995%
OFG
686
Oxford Financial Group
Indiana
$352K +$1.82K +17 +0.5%
JFG
687
JMG Financial Group
Illinois
$348K -$854 -8 -0.2%
HDIM
688
Hanson & Doremus Investment Management
Vermont
$345K -$1.71K -16 -0.5%
CIC
689
Carnegie Investment Counsel
Ohio
$344K -$10.7K -100 -3%
WP
690
Westmount Partners
California
$343K +$2.65K +25 +0.8%
SFS
691
Summit Financial Strategies
Ohio
$343K -$5.98K -56 -2%
COCM
692
Charter Oak Capital Management
New Hampshire
$341K -$1.28K -12 -0.4%
JWBC
693
J.W. Burns & Co
New York
$340K -$16K -150 -5%
OP
694
ORG Partners
Indiana
$340K +$340K +3,185 New
MCCP
695
Mission Creek Capital Partners
California
$337K -$135K -1,264 -29%
GWAG
696
Garrett Wealth Advisory Group
Texas
$336K +$336K +3,151 New
CFD
697
Creative Financial Designs
Indiana
$336K -$40.5K -379 -11%
GWP
698
Gen-Wealth Partners
Michigan
$334K -$180K -1,682 -35%
BPAMU
699
BTG Pactual Asset Management US
New York
$329K +$329K +3,085 New
SMWM
700
Silvia McColl Wealth Management
California
$326K – – –
26 27
28
29 30