TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
3
Evoke Wealth
California
$131M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$500M
2
CWM
2
Campbell Wealth Management
Virginia
$215K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
751
Berger Financial Group
Minnesota
$284K +$967 +9 +0.3%
CCA
752
Cottonwood Capital Advisors
Utah
$283K -$17.1K -162 -6%
MLA
753
My Legacy Advisors
Oregon
$283K -$291K -2,711 -51%
CASC
754
Coppell Advisory Solutions Corp
Texas
$282K +$282K +2,628 New
NSIM
755
North Star Investment Management
Illinois
$282K +$26.7K +249 +10%
AAM
756
Austin Asset Management
Texas
$281K – – –
Vanguard Group
757
Vanguard Group
Pennsylvania
$278K -$45.9K -427 -14%
BAAM
758
Baker Avenue Asset Management
California
$276K +$1.18K +11 +0.4%
CA
759
Continuum Advisory
Idaho
$273K -$36.5K -344 -12%
TH
760
TCTC Holdings
Texas
$272K +$430 +4 +0.2%
WSFS
761
Wilmington Savings Fund Society
Delaware
$271K +$271K +2,523 New
VT
762
Vise Technologies
New York
$268K -$70.4K -655 -21%
MWM
763
Maripau Wealth Management
Indiana
$268K -$132K -1,227 -33%
ATFA
764
All Terrain Financial Advisors
Minnesota
$268K -$59.7K -556 -18%
Wolverine Trading
765
Wolverine Trading
Illinois
$268K -$420K -3,909 -61%
WFA
766
WMG Financial Advisors
Tennessee
$267K – – –
TWM
767
Tradition Wealth Management
Minnesota
$267K -$6.66K -62 -2%
FCMT
768
Founders Capital Management (Texas)
Texas
$267K – – –
BA
769
Bard Associates
Illinois
$266K – – –
LNWWM
770
Laird Norton Wetherby Wealth Management
California
$266K +$266K +2,476 New
RCAG
771
Rehmann Capital Advisory Group
Michigan
$266K -$147K -1,365 -36%
WPA
772
West Paces Advisors
Georgia
$264K – – –
ATC
773
Argent Trust Co
Tennessee
$261K -$5.37K -50 -2%
NG
774
Norden Group
Utah
$258K +$258K +2,398 New
NCTC
775
New Covenant Trust Company
Indiana
$256K +$256K +2,379 New
29 30
31
32 33