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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
Holders Change %
0%
% of All Funds
16.05%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
751
Beacon Financial Advisory
Ohio
$329K -$146K -1,355 -31%
SHIM
752
Stone House Investment Management
Pennsylvania
$329K -$1.68M -15,643 -84%
SFS
753
Summit Financial Strategies
Ohio
$328K +$85.7K +797 +35%
SMWM
754
Silvia McColl Wealth Management
California
$328K
ATFA
755
All Terrain Financial Advisors
Minnesota
$328K -$71.3K -663 -18%
DI
756
Disciplined Investments
Oklahoma
$325K +$645 +6 +0.2%
UB
757
UMB Bank
Missouri
$324K +$9.35K +87 +3%
Vanguard Group
758
Vanguard Group
Pennsylvania
$324K +$3.22K +30 +1%
SP
759
Successful Portfolios
Florida
$324K -$5.38K -50 -2%
WJWM
760
Williams Jones Wealth Management
New York
$322K -$24.7K -230 -7%
RWA
761
Redhawk Wealth Advisors
Minnesota
$322K +$18.6K +173 +6%
IAG
762
Investment Advisory Group
Massachusetts
$321K -$53.6K -499 -14%
VCM
763
Virtue Capital Management
Tennessee
$321K +$321K +3,004 New
GLA
764
Good Life Advisors
Pennsylvania
$321K -$43.8K -407 -12%
LWM
765
Laidlaw Wealth Management
New York
$315K -$35.3K -328 -10%
CA
766
Continuum Advisory
Idaho
$314K -$382K -3,549 -55%
VF
767
Vawter Financial
Ohio
$310K -$79.8K -742 -20%
FA
768
Fiducient Advisors
Illinois
$310K -$10.6K -99 -3%
SFI
769
SPC Financial Inc
Maryland
$310K -$2.58K -24 -0.8%
MA
770
MKT Advisors
California
$309K -$8.97K -84 -3%
EM
771
Excalibur Management
Massachusetts
$308K +$60.2K +560 +24%
NRI
772
NFP Retirement Inc
California
$307K -$472K -4,390 -61%
JHCP
773
Jackson Hole Capital Partners
Oklahoma
$307K +$107 +1 +0%
CFG
774
Citizens Financial Group
Rhode Island
$306K +$306K +2,848 New
CCA
775
Cottonwood Capital Advisors
Utah
$305K +$17.4K +162 +6%