TIP icon

iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
751
Laidlaw Wealth Management
New York
$338K -$388K -3,744 -53%
RWA
752
Rooted Wealth Advisors
Illinois
$336K +$37.6K +360 +13%
WJWM
753
Williams Jones Wealth Management
New York
$335K +$335K +3,230 New
RSC
754
Red Spruce Capital
Pennsylvania
$334K
VWM
755
Venturi Wealth Management
Texas
$331K +$250K +2,408 +308%
SFPG
756
Stonebridge Financial Planning Group
Florida
$330K -$183K -1,768 -36%
CNC
757
Citizens & Northern Corp
Pennsylvania
$330K +$34.1K +329 +12%
BPWM
758
Badgley Phelps Wealth Managers
Washington
$329K -$552K -5,324 -63%
FFWA
759
FRG Family Wealth Advisors
Washington
$326K
CA
760
Claro Advisors
Massachusetts
$325K -$103K -990 -24%
AA
761
AlphaMark Advisors
Kentucky
$322K -$1.53M -14,711 -83%
SM
762
Sweeney & Michel
California
$319K -$99.6K -953 -24%
SP
763
Successful Portfolios
Florida
$318K -$104 -1 -0%
OIA
764
Optimum Investment Advisors
Illinois
$317K -$20K -193 -6%
SMWM
765
Silvia McColl Wealth Management
California
$317K
RW
766
Regimen Wealth
Georgia
$316K +$316K +3,043 New
PB
767
Pinnacle Bancorp
Nebraska
$316K -$348K -3,356 -52%
TC
768
TAP Consulting
Missouri
$315K -$3.73K -36 -1%
DI
769
Disciplined Investments
Oklahoma
$313K -$15.7K -151 -5%
TA
770
TrueWealth Advisors
Alabama
$312K +$83.5K +805 +36%
ACA
771
Aptus Capital Advisors
Alabama
$312K -$9.75K -94 -3%
TRCT
772
Tower Research Capital (TRC)
New York
$311K +$308K +2,974 +10,255%
WTC
773
WhitTier Trust Company
Nevada
$310K -$10.4K -100 -3%
TI
774
Trexquant Investment
Connecticut
$310K +$310K +2,988 New
FA
775
Fiducient Advisors
Illinois
$310K -$38.4K -370 -11%