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iShares TIPS Bond ETF
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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 %
MWM
776
Meridian Wealth Management
Kentucky
$254K -$200K -1,862 -44%
GFG
777
Goldstone Financial Group
Illinois
$253K +$215 +2 +0.1%
GA
778
Greenspring Advisors
Maryland
$252K – – –
OFG
779
Orcam Financial Group
California
$252K – – –
OCPWS
780
One Charles Private Wealth Services
Massachusetts
$251K -$2.36K -22 -0.9%
VCP
781
Vista Capital Partners
Oregon
$251K -$25.7K -239 -9%
AWA
782
Aletheian Wealth Advisors
Washington
$250K +$4.19K +39 +2%
VF
783
Vawter Financial
Ohio
$250K -$59.9K -558 -19%
SPIA
784
Strategic Point Investment Advisors
Rhode Island
$249K – – –
SIC
785
SFE Investment Counsel
California
$245K +$3.33K +31 +1%
RB
786
Rodgers Brothers
Pennsylvania
$244K -$43K -400 -15%
MFWP
787
Mosaic Family Wealth Partners
Missouri
$244K +$215 +2 +0.1%
OIA
788
Optimum Investment Advisors
Illinois
$243K +$32.1K +299 +15%
FAG
789
Financial Architects (Georgia)
Georgia
$242K +$242K +2,255 New
FNT
790
First National Trust
Pennsylvania
$241K -$27.9K -260 -10%
DWM
791
Destination Wealth Management
California
$240K – – –
GCA
792
Gradient Capital Advisors
California
$239K – – –
RWM
793
Ritholtz Wealth Management
New York
$238K -$17.8K -166 -7%
Manulife (Manufacturers Life Insurance)
794
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$238K -$2.99M -27,863 -93%
LSIA
795
LaSalle St. Investment Advisors
Illinois
$237K +$12.6K +117 +6%
TCM
796
TD Capital Management
Tennessee
$236K – – –
PPP
797
Private Portfolio Partners
New Jersey
$236K +$236K +2,196 New
CTC
798
Central Trust Company
Missouri
$235K +$171K +1,592 +265%
AWM
799
Angeles Wealth Management
California
$234K -$275K -2,560 -54%
CIA
800
Choate Investment Advisors
Massachusetts
$234K – – –
30 31
32
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