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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
1
AssetMark Inc
California
$180M
2
BlackRock
2
BlackRock
New York
$3.8B
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
4
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
EW
3
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$302M
5
MMI
5
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
776
North Star Investment Management
Illinois
$242K -$38.3K -359 -14%
RFA
777
Resurgent Financial Advisors
Georgia
$242K +$242K +2,268 New
RWM
778
Ritholtz Wealth Management
New York
$241K +$3.84K +36 +2%
SIC
779
SFE Investment Counsel
California
$240K -$3.31K -31 -1%
WWM
780
Whalen Wealth Management
Nevada
$240K +$240K +2,249 New
MFWP
781
Mosaic Family Wealth Partners
Missouri
$240K -$2.78K -26 -1%
RB
782
Rodgers Brothers
Pennsylvania
$240K -$3.31K -31 -1%
DWM
783
Destination Wealth Management
California
$239K – – –
JSW
784
Journey Strategic Wealth
New Jersey
$239K -$53.1K -497 -18%
TCM
785
TD Capital Management
Tennessee
$238K +$3.31K +31 +1%
KWA
786
Kingswood Wealth Advisors
California
$236K -$55K -515 -19%
CTC
787
Central Trust Company
Missouri
$234K – – –
AWM
788
Angeles Wealth Management
California
$233K – – –
BFC
789
Bedel Financial Consulting
Indiana
$232K +$3.2K +30 +1%
BFO
790
Boston Family Office
Massachusetts
$231K +$231K +2,165 New
CFG
791
Citizens Financial Group
Rhode Island
$230K +$25K +234 +12%
DTC
792
Davidson Trust Company
Washington
$230K – – –
EWA
793
EverSource Wealth Advisors
Alabama
$229K +$140K +1,298 +158%
GCA
794
Gradient Capital Advisors
California
$226K -$11K -103 -5%
WCAMG
795
Woodard & Company Asset Management Group
North Carolina
$224K – – –
9WM
796
9258 Wealth Management
Ohio
$223K +$4.38K +41 +2%
CIAS
797
Capital Investment Advisory Services
North Carolina
$221K +$641 +6 +0.3%
MW
798
Maia Wealth
Colorado
$221K +$221K +2,052 New
AWA
799
Acorn Wealth Advisors
Michigan
$220K +$534 +5 +0.2%
TAM
800
Todd Asset Management
Kentucky
$220K – – –
30 31
32
33 34