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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
Evoke Wealth
California
$131M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$500M
2
CWM
Campbell Wealth Management
Virginia
$215K
3
PCIG
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
701
NBC Securities
Alabama
$352K -$227K -2,119 -39%
JFG
702
JMG Financial Group
Illinois
$351K +$91.6K +853 +35%
SFS
703
Summit Financial Strategies
Ohio
$351K +$22.8K +212 +7%
HDIM
704
Hanson & Doremus Investment Management
Vermont
$349K -$141K -1,314 -29%
VA
705
Valmark Advisers
Ohio
$345K -$105K -973 -23%
WP
706
Westmount Partners
California
$345K +$9.88K +92 +3%
CWS
707
Cypress Wealth Services
California
$345K -$5.26K -49 -2%
COCM
708
Charter Oak Capital Management
New Hampshire
$344K -$29.5K -275 -8%
WJWM
709
Williams Jones Wealth Management
New York
$343K +$20.7K +193 +6%
SFFS
710
Stonehage Fleming Financial Services
Jersey
$341K +$50K +477 +17%
AWP
711
Avid Wealth Partners
Texas
$333K +$333K +3,096 New
SAW
712
Signal Advisors Wealth
Michigan
$331K -$101K -941 -23%
KFGK
713
Keystone Financial Group (Kentucky)
Kentucky
$328K -$26.6K -248 -8%
BAM
714
Belpointe Asset Management
Nevada
$325K -$82.9K -772 -20%
SMWM
715
Silvia McColl Wealth Management
California
$323K – – –
WC
716
Waterloo Capital
Texas
$323K -$29.5K -275 -8%
CAL
717
Capital Analysts LLC
Pennsylvania
$322K -$16.3K -152 -5%
KA
718
Klingman & Associates
New York
$321K -$40.3K -375 -11%
JCM
719
Janney Capital Management
Pennsylvania
$317K -$26.2K -244 -8%
GWANC
720
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K +$316K +2,945 New
MG
721
Mather Group
Illinois
$315K -$49.9K -464 -14%
UB
722
UMB Bank
Missouri
$315K -$9.35K -87 -3%
PIM
723
Penobscot Investment Management
Massachusetts
$314K -$242K -2,249 -43%
T
724
Tidemark
California
$312K -$20.5K -191 -6%
PIAS
725
PCA Investment Advisory Services
Ohio
$311K -$52.8K -491 -15%
27 28
29
30 31