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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 %
WTC
776
WhitTier Trust Company
Nevada
$303K -$18.5K -172 -6%
VFPW
777
Vantage Financial Partners (Wisconsin)
Wisconsin
$303K +$303K +2,815 New
IFWM
778
Institute for Wealth Management
Colorado
$302K -$5.7K -53 -2%
BPWM
779
Badgley Phelps Wealth Managers
Washington
$301K -$39.3K -366 -12%
SIG
780
Stonegate Investment Group
Alabama
$301K
9WM
781
9258 Wealth Management
Ohio
$300K +$4.84K +45 +2%
SFFS
782
Stonehage Fleming Financial Services
Jersey
$298K
IIC
783
Integrated Investment Consultants
Michigan
$296K
LJAC
784
L.J. Altfest & Co
New York
$294K -$3.55M -32,957 -92%
SW
785
SlateStone Wealth
Florida
$294K +$294K +2,738 New
ABLA
786
Alan B. Lancz & Associates
Ohio
$293K -$18.8K -175 -6%
CAP
787
Columbia Advisory Partners
Washington
$293K -$250K -2,330 -46%
PCMC
788
Paragon Capital Management (Colorado)
Colorado
$292K -$359K -3,340 -55%
DWM
789
Dogwood Wealth Management
Kansas
$290K +$290K +2,698 New
WA
790
Wealth Alliance
New York
$289K -$748K -6,954 -72%
RB
791
Rodgers Brothers
Pennsylvania
$287K -$111K -1,031 -28%
GJWM
792
Gilliland Jeter Wealth Management
Arkansas
$287K +$287K +2,671 New
BFG
793
Berger Financial Group
Minnesota
$283K +$28.5K +265 +11%
WAG
794
Wheelhouse Advisory Group
Missouri
$283K +$283K +2,629 New
AAM
795
Austin Asset Management
Texas
$281K +$281K +2,617 New
SL
796
SWMG LLC
Texas
$281K -$269K -2,498 -49%
AA
797
AlphaMark Advisors
Kentucky
$279K -$53.7K -500 -16%
PL
798
Plancorp LLC
Missouri
$279K
MSFS
799
Main Street Financial Solutions
Pennsylvania
$278K -$140K -1,298 -33%
AC
800
Abbrea Capital
California
$278K -$24.7K -230 -8%