TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$180M
2
BlackRock
BlackRock
New York
$3.8B
3
PCIG
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
Sumitomo Life Insurance
Japan
$0
3
EW
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
5
MMI
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
701
Napatree Capital
Rhode Island
$325K +$20.7K +194 +7%
AWM
702
Accel Wealth Management
Iowa
$322K -$61.6K -577 -16%
OAS
703
Optivise Advisory Services
Tennessee
$321K +$321K +3,009 New
MLA
704
My Legacy Advisors
Oregon
$320K +$38.8K +363 +14%
BAM
705
BTS Asset Management
Massachusetts
$320K +$320K +2,999 New
BCA
706
Bay Colony Advisors
Massachusetts
$318K -$78.5K -735 -20%
GWANC
707
Guardian Wealth Advisors (North Carolina)
North Carolina
$314K – – –
JCM
708
Janney Capital Management
Pennsylvania
$313K -$2.24K -21 -0.7%
UB
709
UMB Bank
Missouri
$313K – – –
ATS
710
Ashton Thomas Securities
New York
$309K +$309K +2,896 New
VCM
711
Virtue Capital Management
Tennessee
$309K +$309K +2,880 New
PW
712
Peninsula Wealth
California
$308K -$273K -2,540 -47%
LIA
713
Lynx Investment Advisory
District of Columbia
$307K +$307K +2,879 New
JHCP
714
Jackson Hole Capital Partners
Oklahoma
$305K +$214 +2 +0.1%
LIM
715
Leavell Investment Management
Alabama
$304K -$3.32K -31 -1%
PIAS
716
PCA Investment Advisory Services
Ohio
$304K -$5.45K -51 -2%
MPW
717
MGO Private Wealth
California
$303K -$1.5K -14 -0.5%
QWM
718
Quadcap Wealth Management
Texas
$302K +$302K +2,826 New
SFI
719
SPC Financial Inc
Maryland
$302K -$2.24K -21 -0.7%
WTC
720
WhitTier Trust Company
Nevada
$301K – – –
IAG
721
Investment Advisory Group
Massachusetts
$301K – – –
SP
722
Successful Portfolios
Florida
$300K – – –
MIAS
723
Mason Investment Advisory Services
Virginia
$300K +$300K +2,808 New
SIG
724
Stonegate Investment Group
Alabama
$299K – – –
FIC
725
Family Investment Center
Missouri
$298K +$1.5K +14 +0.5%
27 28
29
30 31