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iShares TIPS Bond ETF
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Overview Fund Activity

1,001 hedge funds and large institutions have $9.47B invested in iShares TIPS Bond ETF in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 270 increasing their positions, 437 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+50
Holders Change %
+5.26%
% of All Funds
13.33%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.52%
New
148
Increased
270
Reduced
437
Closed
81
Calls
$147M
Puts
$49.3M
Net Calls
+$97.3M
Net Calls Change
+$87.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$155M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$824M
4
SLI
Sumitomo Life Insurance
Japan
$156M
5
Fidelity International
Fidelity International
Bermuda
$101M

Top Sellers

1
BlackRock
BlackRock
New York
$824M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$23.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$65.9M
4
Man Group
Man Group
United Kingdom
$14.5M
5
PCIG
Partners Capital Investment Group
Massachusetts
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
701
ORG Partners
Indiana
$289K -$7.6K -71 -3%
SAM
702
S.A. Mason
Michigan
$287K – – –
IA
703
IFG Advisory
Georgia
$285K +$285K +2,678 New
FAG
704
Fortitude Advisory Group
Washington
$283K -$63.4K -595 -18%
IFWM
705
Institute for Wealth Management
Colorado
$283K -$4.05K -38 -1%
KWA
706
Kingswood Wealth Advisors
California
$280K +$54.5K +511 +24%
MCM
707
Mainstay Capital Management
Michigan
$279K -$1.81K -17 -0.6%
IAG
708
Investment Advisory Group
Massachusetts
$279K -$21.3K -200 -7%
HGWM
709
Horst & Graben Wealth Management
Oregon
$277K -$160K -1,506 -37%
PL
710
Plancorp LLC
Missouri
$276K – – –
NCTC
711
New Covenant Trust Company
Indiana
$274K -$2.03K -19 -0.7%
LA
712
LexAurum Advisors
Kansas
$273K +$2.98K +28 +1%
WCM
713
Windsor Capital Management
Arizona
$273K -$48.9K -459 -15%
CA
714
Continuum Advisory
Idaho
$266K -$14.3K -134 -5%
FNWA
715
Financial Network Wealth Advisors
Utah
$266K -$624K -5,858 -70%
AG
716
AlTi Global
New York
$266K -$1.49K -14 -0.6%
UBP
717
Union Bancaire Privee
Switzerland
$259K +$259K +2,675 New
LSIA
718
LaSalle St. Investment Advisors
Illinois
$258K +$3.4K +32 +1%
CHC
719
City Holding Co
West Virginia
$258K -$78.7K -739 -23%
ATC
720
Argent Trust Co
Tennessee
$257K – – –
DWM
721
DKM Wealth Management
California
$257K +$257K +2,412 New
QWM
722
Quadcap Wealth Management
Texas
$255K +$255K +2,392 New
WFA
723
WMG Financial Advisors
Tennessee
$254K – – –
CAS
724
Coppell Advisory Solutions
Texas
$253K -$6.4K -60 -2%
WIA
725
World Investment Advisors
California
$252K -$365K -3,429 -59%
27 28
29
30 31