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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.75%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$399M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$368M
3
EW
Evoke Wealth
California
+$122M
4
SLI
Sumitomo Life Insurance
Japan
+$102M
5
3AM
3EDGE Asset Management
Florida
+$74.1M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$357M
2
SWM
Scissortail Wealth Management
Oklahoma
-$180M
3
AssetMark Inc
AssetMark Inc
California
-$178M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$168M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
676
Continuum Advisory
Idaho
$283K +$22.6K +210 +9%
LA
677
LexAurum Advisors
Kansas
$280K -$160K -1,451 -36%
Point72 Asset Management
678
Point72 Asset Management
Connecticut
$279K +$279K +2,526 New
CTA
679
Camelot Technology Advisors
California
$279K -$126K -1,143 -31%
AG
680
AlTi Global
New York
$277K -$2.76K -25 -1%
OIA
681
Optimum Investment Advisors
Illinois
$277K +$2.87K +26 +1%
MA
682
MKT Advisors
California
$277K -$4.2K -38 -1%
PB
683
Pinnacle Bancorp
Nebraska
$269K -$315K -2,850 -54%
CAS
684
Coppell Advisory Solutions
Texas
$269K +$1.44K +13 +0.5%
ATC
685
Argent Trust Co
Tennessee
$267K -$1.44K -13 -0.5%
LSIA
686
LaSalle St. Investment Advisors
Illinois
$264K -$1.43K -13 -0.5%
MPW
687
MGO Private Wealth
California
$263K -$49.8K -451 -16%
WFA
688
WMG Financial Advisors
Tennessee
$263K -$12.5K -113 -5%
OFG
689
Orcam Financial Group
California
$260K +$442 +4 +0.2%
GA
690
Greenspring Advisors
Maryland
$259K – – –
BCA
691
Bay Colony Advisors
Massachusetts
$258K -$71.1K -644 -22%
CCM
692
Coldstream Capital Management
Washington
$257K -$114K -1,030 -31%
SPIA
693
Strategic Point Investment Advisors
Rhode Island
$256K – – –
VCP
694
Vista Capital Partners
Oregon
$256K -$2.65K -24 -1%
PPP
695
Private Portfolio Partners
New Jersey
$255K +$255K +2,312 New
QPWM
696
Quadrant Private Wealth Management
Pennsylvania
$255K +$255K +2,311 New
WWM
697
Whalen Wealth Management
Nevada
$255K +$6.3K +57 +3%
WCFA
698
Walkner Condon Financial Advisors
Wisconsin
$255K -$331 -3 -0.1%
TSWM
699
Tyler-Stone Wealth Management
Ohio
$254K +$124K +1,127 +96%
WPA
700
West Paces Advisors
Georgia
$254K -$17.2K -156 -6%
26 27
28
29 30