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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 %
JFG
701
JMG Financial Group
Illinois
$597K +$196K +1,846 +49%
LC
702
LCNB Corp
Ohio
$588K – – –
AC
703
Abbrea Capital
California
$587K -$153K -1,442 -21%
RC
704
Roundview Capital
New Jersey
$587K +$14.1K +132 +2%
BP
705
Ballentine Partners
Massachusetts
$586K -$383K -3,598 -40%
CAM
706
Cubic Asset Management
Massachusetts
$584K -$10.6K -100 -2%
AWM
707
AllSquare Wealth Management
New York
$583K – – –
NCM
708
NCM Capital Management
New Jersey
$581K +$18.3K +172 +3%
AWM
709
Avior Wealth Management
Nebraska
$578K -$58.1K -546 -9%
WC
710
Whitney & Co
New York
$576K -$373K -3,500 -39%
LA
711
LexAurum Advisors
Kansas
$571K -$32.7K -307 -5%
CF
712
Clarity Financial
Texas
$568K +$115K +1,083 +25%
ATPW
713
Ashton Thomas Private Wealth
Arizona
$568K -$2.48M -23,254 -81%
CWA
714
Capital Wealth Alliance
Arizona
$564K -$3.62K -34 -0.6%
ACP
715
Aveo Capital Partners
Colorado
$563K -$194K -1,824 -26%
MSWMA
716
Market Street Wealth Management Advisors
Indiana
$561K -$1.09M -10,231 -66%
SAM
717
S.A. Mason
Michigan
$561K -$19.9K -187 -3%
SB
718
Strategic Blueprint
Georgia
$560K -$806K -7,568 -59%
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$559K -$433K -4,067 -44%
FFBTD
720
First Financial Bank - Trust Division
Ohio
$559K +$213 +2 +0%
CIC
721
Cutler Investment Counsel
Oregon
$557K -$392K -3,682 -41%
IWA
722
Inspirion Wealth Advisors
Illinois
$556K -$137K -1,290 -20%
KFP
723
KMG Fiduciary Partners
Ohio
$556K +$556K +5,225 New
BIM
724
Baldwin Investment Management
Pennsylvania
$553K – – –
SCA
725
SMH Capital Advisors
Texas
$553K +$532 +5 +0.1%
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29
30 31