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

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
Sumitomo Life Insurance
Japan
$0
3
EW
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
5
MMI
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
751
Penobscot Investment Management
Massachusetts
$265K -$46.9K -439 -15%
BA
752
Bard Associates
Illinois
$265K – – –
OIA
753
Optimum Investment Advisors
Illinois
$265K +$23K +215 +10%
CCFCSB
754
Cape Cod Five Cents Savings Bank
Massachusetts
$264K -$284K -2,663 -52%
WPA
755
West Paces Advisors
Georgia
$262K – – –
TWM
756
Tradition Wealth Management
Minnesota
$262K -$3.31K -31 -1%
ATFA
757
All Terrain Financial Advisors
Minnesota
$260K -$5.98K -56 -2%
MSFS
758
Main Street Financial Solutions
Pennsylvania
$260K -$24.2K -227 -9%
ATC
759
Argent Trust Co
Tennessee
$259K – – –
CA
760
Continuum Advisory
Idaho
$259K -$16.1K -151 -6%
CAS
761
Coppell Advisory Solutions
Texas
$258K +$258K +2,419 New
LSIA
762
LaSalle St. Investment Advisors
Illinois
$257K +$21.5K +201 +9%
NCFG
763
New Century Financial Group
New Jersey
$256K +$256K +2,398 New
NS
764
NBC Securities
Alabama
$255K -$95K -890 -27%
WT
765
Whittier Trust
California
$254K +$198K +1,858 +355%
OFG
766
Orcam Financial Group
California
$251K +$1.07K +10 +0.4%
GA
767
Greenspring Advisors
Maryland
$251K – – –
OCPWS
768
One Charles Private Wealth Services
Massachusetts
$250K +$214 +2 +0.1%
VCP
769
Vista Capital Partners
Oregon
$250K +$320 +3 +0.1%
VF
770
Vawter Financial
Ohio
$249K +$107 +1 +0%
GIA
771
Goodwin Investment Advisory
Georgia
$249K +$249K +2,327 New
SPIA
772
Strategic Point Investment Advisors
Rhode Island
$248K – – –
WCFA
773
Walkner Condon Financial Advisors
Wisconsin
$246K -$61.4K -575 -20%
MWM
774
Maripau Wealth Management
Indiana
$244K -$22.7K -213 -9%
GFG
775
Goldstone Financial Group
Illinois
$243K -$8.33K -78 -3%
29 30
31
32 33