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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 %
KPP
776
Kings Path Partners
Texas
$196K -$9.17K -83 -4%
TH
777
TCTC Holdings
Texas
$184K – – –
IWA
778
Icon Wealth Advisors
Texas
$181K -$875K -7,916 -83%
HIA
779
Harbor Investment Advisory
Maryland
$178K – – –
HGERS
780
Householder Group Estate & Retirement Specialist
Arizona
$174K -$37.6K -342 -18%
EWA
781
EverSource Wealth Advisors
Alabama
$172K -$62.3K -564 -27%
CF
782
Centaurus Financial
California
$169K +$169K +1,530 New
VWWMG
783
Vermillion & White Wealth Management Group
Pennsylvania
$161K +$20.8K +188 +15%
ATS
784
Ashton Thomas Securities
New York
$158K -$162K -1,463 -51%
T
785
Tidemark
California
$158K +$221 +2 +0.1%
BFPW
786
BOK Financial Private Wealth
Colorado
$151K +$143K +1,290 +1,743%
AP
787
Aspect Partners
Virginia
$150K – – –
AAG
788
Armstrong Advisory Group
Massachusetts
$147K +$6.41K +58 +5%
CMBA
789
C.M. Bidwell & Associates
Hawaii
$143K +$110 +1 +0.1%
AIC
790
Archer Investment Corporation
Indiana
$140K – – –
ACA
791
Aptus Capital Advisors
Alabama
$139K -$247K -2,236 -64%
WIM
792
Westside Investment Management
California
$136K -$11K -100 -7%
BC
793
Barrett & Company
Rhode Island
$135K -$14.1K -128 -9%
TFGT
794
TS Financial Group (TSFG)
Illinois
$134K +$10.3K +93 +8%
SIC
795
Salem Investment Counselors
North Carolina
$120K – – –
SG Americas Securities
796
SG Americas Securities
New York
$118K -$38.3M -345,658 -100%
BA
797
Ballast Advisors
Minnesota
$117K -$33.1K -300 -22%
GWM
798
Geneos Wealth Management
Colorado
$113K -$1.66K -15 -1%
HBT
799
Hills Bank & Trust
Iowa
$112K – – –
CWM
800
Compass Wealth Management
Connecticut
$105K – – –
30 31
32
33 34