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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
726
Walker Asset Management
Missouri
$803K – – –
GPFA
727
Game Plan Financial Advisors
Ohio
$800K -$229K -2,000 -22%
RW
728
RVW Wealth
California
$799K – – –
HCA
729
Harbour Capital Advisors
Virginia
$797K +$160K +1,403 +25%
EVM
730
Eaton Vance Management
Massachusetts
$791K -$343K -3,008 -30%
TSS
731
Two Sigma Securities
New York
$785K +$785K +6,892 New
GWM
732
Geneos Wealth Management
Colorado
$783K +$258K +2,236 +49%
UAS
733
United Asset Strategies
New York
$783K +$783K +6,871 New
DWM
734
Darwin Wealth Management
Florida
$780K -$571K -4,936 -42%
CCA
735
Catalyst Capital Advisors
New York
$780K +$145K +1,271 +23%
FDCDDQ
736
Federation des caisses Desjardins du Quebec
Quebec, Canada
$777K +$187K +1,640 +32%
EGA
737
Eagle Global Advisors
Texas
$775K – – –
IAG
738
Investment Advisory Group
Massachusetts
$774K +$24.8K +218 +3%
VST
739
Van Strum & Towne
California
$770K – – –
WI
740
Wintrust Investments
Illinois
$767K -$7.03M -61,742 -90%
NEWAS
741
N.E.W. Advisory Services
Wisconsin
$761K -$594K -5,219 -44%
FCMT
742
Founders Capital Management (Texas)
Texas
$760K -$352K -3,086 -32%
HWA
743
HCR Wealth Advisors
California
$754K -$2.05K -18 -0.3%
PP
744
Patron Partners
Texas
$752K -$256K -2,250 -25%
LWANC
745
Laurel Wealth Advisors (North Carolina)
North Carolina
$752K -$106K -927 -12%
AM
746
Atwater Malick
Pennsylvania
$749K +$86.3K +758 +13%
ECM
747
Evergreen Capital Management
Washington
$747K +$14.7K +129 +2%
TFA
748
Teamwork Financial Advisors
Texas
$743K -$73.8K -648 -9%
KFA
749
Kelleher Financial Advisors
New York
$743K – – –
FM
750
Foster & Motley
Ohio
$741K +$13.7K +120 +2%
28 29
30
31 32