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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
776
9258 Wealth Management
Ohio
$296K – – –
MA
777
MKT Advisors
California
$295K +$5.57K +52 +2%
DPI
778
Diversified Portfolios Inc
Michigan
$293K -$210K -1,953 -42%
BDF
779
Black Diamond Financial
Maryland
$292K +$2.15K +20 +0.7%
MWM
780
Maltin Wealth Management
New Jersey
$291K +$2.58K +24 +0.9%
CAC
781
Certified Advisory Corp
Florida
$291K -$125K -1,157 -30%
CA
782
Continuum Advisory
Idaho
$290K -$11.2K -104 -4%
GFG
783
Goldstone Financial Group
Illinois
$290K -$66.5K -618 -19%
PFA
784
Pettinga Financial Advisors
Indiana
$288K -$55.3K -514 -16%
GCA
785
Gradient Capital Advisors
California
$286K – – –
CFO
786
Colony Family Offices
North Carolina
$285K -$59.3K -551 -17%
RWP
787
Ridgecrest Wealth Partners
California
$284K -$28.6K -266 -9%
WW
788
Westshore Wealth
California
$284K +$108 +1 +0%
FT
789
Fiduciary Trust
Massachusetts
$283K +$11.9K +111 +4%
NL
790
NVWM LLC
Pennsylvania
$282K -$8.39K -78 -3%
BONH
791
Bank of New Hampshire
New Hampshire
$281K -$2.15K -20 -0.8%
LGWM
792
Litman Gregory Wealth Management
California
$281K +$281K +2,607 New
MFWP
793
Mosaic Family Wealth Partners
Missouri
$280K -$46.2K -429 -14%
PL
794
Plancorp LLC
Missouri
$279K – – –
CCT
795
Capital City Trust
Florida
$278K +$278K +2,582 New
WSC
796
Wellington Shields & Co
New York
$276K – – –
LIM
797
Leavell Investment Management
Alabama
$276K -$12K -112 -4%
WFA
798
WMG Financial Advisors
Tennessee
$276K +$77.5K +720 +39%
IA
799
Insight Advisors
Pennsylvania
$275K -$9.04K -84 -3%
HFA
800
High Falls Advisors
New York
$274K -$1.83K -17 -0.7%
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32
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