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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$427M
3
EW
Evoke Wealth
California
$122M
4
SLI
Sumitomo Life Insurance
Japan
$102M
5
3AM
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SWM
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
751
Ridgecrest Wealth Partners
California
$215K – – –
AA
752
AlphaMark Advisors
Kentucky
$215K – – –
BCM
753
Buckhead Capital Management
Georgia
$214K – – –
SWA
754
SOA Wealth Advisors
New York
$214K +$1.33K +12 +0.6%
SWC
755
Spectrum Wealth Counsel
Indiana
$213K -$348K -3,154 -62%
DC
756
Davenport & Co
Virginia
$211K -$282K -2,555 -57%
WHCI
757
W.H. Cornerstone Investments
Massachusetts
$210K -$229K -2,070 -52%
MFG
758
Merit Financial Group
Georgia
$210K -$1.12M -10,110 -84%
TYCC
759
Texas Yale Capital Corp
Florida
$210K – – –
NGA
760
Naples Global Advisors
Florida
$210K – – –
CT
761
Coastline Trust
Rhode Island
$210K +$210K +1,898 New
WAS
762
Wealth Advisory Solutions
Indiana
$209K -$1.99K -18 -0.9%
PIA
763
Powell Investment Advisors
Florida
$209K – – –
CAC
764
Certified Advisory Corp
Florida
$209K +$209K +1,888 New
CIA
765
Choate Investment Advisors
Massachusetts
$208K – – –
NCFG
766
New Century Financial Group
New Jersey
$206K -$58.4K -529 -22%
BDF
767
Black Diamond Financial
Maryland
$205K +$205K +1,858 New
VCM
768
Viewpoint Capital Management
Washington
$204K – – –
PH
769
Pinnacle Holdings
Oklahoma
$203K – – –
AWAG
770
ARS Wealth Advisors Group
Florida
$202K +$202K +1,829 New
AWM
771
Axxcess Wealth Management
California
$201K +$201K +1,820 New
CFG
772
Citizens Financial Group
Rhode Island
$201K -$37.7K -341 -16%
DI
773
Disciplined Investments
Oklahoma
$201K -$12.7K -115 -6%
Mitsubishi UFJ Trust & Banking
774
Mitsubishi UFJ Trust & Banking
Japan
$199K +$199K +1,800,000 New
RTL
775
Red Tortoise LLC
Georgia
$198K +$994 +9 +0.5%
29 30
31
32 33