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

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
EW
3
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$302M
5
MMI
5
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
726
Austin Asset Management
Texas
$298K +$18.2K +170 +6%
SFFS
727
Stonehage Fleming Financial Services
Jersey
$296K -$50.9K -477 -15%
BFEC
728
Benjamin F. Edwards & Company
Missouri
$293K -$171K -1,604 -37%
ABLA
729
Alan B. Lancz & Associates
Ohio
$291K +$291K +2,725 New
SW
730
SVB Wealth
Massachusetts
$291K -$263K -2,467 -48%
PCMC
731
Paragon Capital Management (Colorado)
Colorado
$290K -$747 -7 -0.3%
IFWM
732
Institute for Wealth Management
Colorado
$290K -$12.7K -119 -4%
CCA
733
Cottonwood Capital Advisors
Utah
$286K – – –
WCM
734
WealthBridge Capital Management
Ohio
$286K -$168K -1,575 -37%
TGAM
735
TBH Global Asset Management
Tennessee
$285K -$138K -1,297 -33%
BFG
736
Berger Financial Group
Minnesota
$283K +$961 +9 +0.3%
MCM
737
Mainstay Capital Management
Michigan
$282K -$109K -1,021 -28%
JPLA
738
Joseph P. Lucia & Associates
New York
$280K -$23.5K -220 -8%
CWS
739
Cypress Wealth Services
California
$278K -$65.1K -610 -19%
NCTC
740
New Covenant Trust Company
Indiana
$278K +$22.3K +208 +9%
AWA
741
Aletheian Wealth Advisors
Washington
$277K +$27.7K +259 +11%
Vanguard Group
742
Vanguard Group
Pennsylvania
$276K – – –
BAAM
743
Baker Avenue Asset Management
California
$275K +$427 +4 +0.2%
AWE
744
Avidian Wealth Enterprises
Texas
$274K -$88.7K -831 -24%
C1AG
745
Client 1st Advisory Group
Florida
$274K -$23K -215 -8%
LNWWM
746
Laird Norton Wetherby Wealth Management
California
$273K +$8.22K +77 +3%
MA
747
MKT Advisors
California
$271K -$22.9K -214 -8%
AG
748
AlTi Global
New York
$270K +$38.5K +361 +17%
WSFS
749
Wilmington Savings Fund Society
Delaware
$269K – – –
WFA
750
WMG Financial Advisors
Tennessee
$266K +$320 +3 +0.1%
28 29
30
31 32