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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 %
AC
701
Abbrea Capital
California
$883K +$356K +3,125 +67%
TA
702
TrueWealth Advisors
Alabama
$878K -$128K -1,120 -13%
CIM
703
Cambria Investment Management
California
$876K -$219K -1,922 -20%
MCWS
704
McKinley Carter Wealth Services
West Virginia
$870K -$792K -6,948 -48%
LF
705
Lantz Financial
Illinois
$870K +$328K +2,879 +61%
WOSD
706
WFA of San Diego
California
$869K +$7.86K +69 +0.9%
NCG
707
Newport Capital Group
New Jersey
$865K -$11.9M -104,743 -93%
PHS
708
Pekin Hardy Strauss
Illinois
$862K -$697K -6,114 -45%
IWA
709
Inspirion Wealth Advisors
Illinois
$850K +$3.19K +28 +0.4%
SC
710
Savant Capital
Illinois
$850K +$304K +2,668 +56%
SFFS
711
Stonehage Fleming Financial Services
Jersey
$849K – – –
BA
712
Ballast Advisors
Minnesota
$847K -$2.17K -19 -0.3%
NB
713
Nicolet Bankshares
Wisconsin
$844K +$138K +1,209 +20%
MPCG
714
Matrix Private Capital Group
New York
$843K +$843K +7,398 New
MGWM
715
Marks Group Wealth Management
Minnesota
$830K – – –
PWA
716
Providence Wealth Advisors
Illinois
$829K -$474K -4,155 -36%
Man Group
717
Man Group
United Kingdom
$826K -$7.74M -62,119 Closed
ACM
718
Advisors Capital Management
New Jersey
$819K +$471K +4,132 +135%
PGF
719
Plan Group Financial
Oklahoma
$819K +$819K +7,106 New
BS
720
Boenning & Scattergood
Pennsylvania
$814K -$17.2K -151 -2%
FCH
721
Freestone Capital Holdings
Washington
$814K +$57.1K +501 +8%
MAWCM
722
Mine & Arao Wealth Creation & Management
California
$812K +$5.47K +48 +0.7%
DI
723
Disciplined Investments
Oklahoma
$808K +$54.4K +477 +7%
MECA
724
Miller Equity Capital Advisors
Texas
$806K +$11.4K +100 +1%
FFA
725
Founders Financial Alliance
North Carolina
$804K +$609K +5,349 +312%
27 28
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