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iShares TIPS Bond ETF
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Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$96.1M
2
EW
Evoke Wealth
California
+$85.1M
3
BGDI
BW Gestao de Investimentos
Brazil
+$74.3M
4
BM
Baymount Management
Florida
+$64.9M
5
Barclays
Barclays
United Kingdom
+$62.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$651M
2
Bank of America
Bank of America
North Carolina
-$304M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$281M
4
Jane Street
Jane Street
New York
-$279M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
726
Parsec Financial Management
North Carolina
$549K -$712K -6,691 -56%
SWA
727
Stratos Wealth Advisors
Ohio
$549K -$323K -3,036 -37%
MWM
728
Moulton Wealth Management
Washington
$541K -$277K -2,572 -34%
HFRG
729
Houlihan Financial Resource Group
Virginia
$537K – – –
KFA
730
Kelleher Financial Advisors
New York
$532K -$162K -1,523 -23%
KWMG
731
King Wealth Management Group
Florida
$529K -$20.1K -189 -4%
MIM
732
Merrion Investment Management
New Jersey
$527K -$202K -1,900 -28%
WP
733
Westmount Partners
California
$525K +$525K +4,933 New
CA
734
Continuum Advisory
Idaho
$516K -$177K -1,660 -25%
Fiera Capital (Canada)
735
Fiera Capital (Canada)
Quebec, Canada
$511K -$8.41K -79 -2%
BIP
736
Blueprint Investment Partners
North Carolina
$511K +$511K +4,804 New
CFP
737
Cypress Financial Planning
New Jersey
$511K -$192K -1,794 -27%
CCA
738
Catalyst Capital Advisors
New York
$510K -$70.1K -659 -12%
HL
739
HeadInvest LLC
Maine
$509K -$79.2K -744 -13%
RCI
740
RS Crum Inc
California
$508K +$2.13K +20 +0.4%
MCCP
741
Mission Creek Capital Partners
California
$508K +$508K +4,772 New
MFG
742
Merit Financial Group
Georgia
$507K -$2.37M -22,226 -82%
NAS
743
Nicolet Advisory Services
Wisconsin
$507K -$324 -3 -0.1%
EAM
744
Evanson Asset Management
California
$507K -$21K -197 -4%
OFG
745
Oxford Financial Group
Indiana
$506K -$807K -7,580 -61%
WHCI
746
W.H. Cornerstone Investments
Massachusetts
$502K +$231K +2,131 +85%
FAM
747
Flaharty Asset Management
Florida
$499K -$578K -5,429 -54%
SEA
748
Stegent Equity Advisors
Texas
$499K +$499K +4,690 New
GC
749
Gilbert & Cook
Iowa
$496K – – –
ABC
750
Associated Banc-Corp
Wisconsin
$489K +$243K +2,279 +98%
28 29
30
31 32