TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
–
Holders Change %
0%
% of All Funds
16.05%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$444M
2
SLI
Sumitomo Life Insurance
Japan
+$68M
3
BlackRock
BlackRock
New York
+$67.6M
4
3AM
3EDGE Asset Management
Florida
+$63M
5
Fidelity International
Fidelity International
Bermuda
+$40M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$229M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$209M
3
AssetMark Inc
AssetMark Inc
California
-$200M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$165M
5
Osaic Holdings
Osaic Holdings
Arizona
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
701
Foundry Financial Group
New Hampshire
$404K +$404K +3,757 New
PMA
702
Prudent Man Advisors
Illinois
$401K – – –
MWM
703
Maripau Wealth Management
Indiana
$400K -$70.6K -657 -15%
OWA
704
Octavia Wealth Advisors
Ohio
$400K +$400K +3,722 New
AWM
705
Avior Wealth Management
Nebraska
$399K -$31.4K -292 -7%
CWM
706
Certus Wealth Management
California
$396K -$559K -5,201 -59%
ACP
707
Aveo Capital Partners
Colorado
$396K -$4.29M -39,936 -92%
CCM
708
Coldstream Capital Management
Washington
$396K -$511K -4,751 -56%
FUBT
709
First United Bank & Trust
Maryland
$395K -$12.8K -119 -3%
MCM
710
Mainstay Capital Management
Michigan
$394K +$81.3K +756 +26%
EAM
711
Evanson Asset Management
California
$392K -$130K -1,209 -25%
PSC
712
Prentiss Smith & Co
Vermont
$391K – – –
FAG
713
Fortitude Advisory Group
Washington
$389K -$18K -167 -4%
FIC
714
Family Investment Center
Missouri
$385K -$10.3K -96 -3%
Bank of Nova Scotia
715
Bank of Nova Scotia
Ontario, Canada
$383K – – –
GT
716
Greenleaf Trust
Michigan
$378K +$378K +3,513 New
COCM
717
Charter Oak Capital Management
New Hampshire
$374K +$215 +2 +0.1%
GL
718
GHE LLC
Tennessee
$373K – – –
CF
719
Clarity Financial
Texas
$372K – – –
WSC
720
Wellington Shields & Co
New York
$371K +$95.3K +887 +35%
IPWA
721
International Private Wealth Advisors
California
$371K +$371K +3,452 New
MWM
722
Moulton Wealth Management
Washington
$369K -$1.07K -10 -0.3%
JWBC
723
J.W. Burns & Co
New York
$366K -$13.4K -125 -4%
MG
724
Mather Group
Illinois
$365K +$365K +3,393 New
LA
725
LVW Advisors
New York
$365K -$1.25M -11,645 -77%
27 28
29
30 31