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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
801
Anchor Investment Management
South Carolina
$604K – – –
CWA
802
Capital Wealth Alliance
Arizona
$603K -$146K -1,286 -20%
KWMG
803
King Wealth Management Group
Florida
$600K -$99.5K -874 -14%
GT
804
Glenview Trust
Kentucky
$591K -$6.15K -54 -1%
LC
805
LCNB Corp
Ohio
$591K +$33.7K +296 +6%
NCM
806
NCM Capital Management
New Jersey
$589K -$11.2K -98 -2%
SCA
807
SMH Capital Advisors
Texas
$587K -$12.5K -110 -2%
APC
808
Aspire Private Capital
North Carolina
$585K -$4.78K -42 -0.8%
JPLA
809
Joseph P. Lucia & Associates
New York
$583K -$87.8K -770 -13%
CRWM
810
Castle Rock Wealth Management
California
$583K +$19.3K +170 +3%
EAM
811
Evanson Asset Management
California
$582K +$2.28K +20 +0.4%
CF
812
Clarity Financial
Texas
$582K +$33.6K +295 +6%
FW
813
FirstPurpose Wealth
Utah
$580K +$98.8K +868 +21%
BFA
814
Beacon Financial Advisory
Ohio
$579K -$37.7K -331 -6%
IA
815
IFG Advisors
Missouri
$578K -$24.5K -215 -4%
WAL
816
W Advisors LLC
Tennessee
$577K +$181K +1,585 +46%
OLVIG
817
Oliver Lagore Vanvalin Investment Group
Michigan
$577K +$187K +1,638 +48%
SFG
818
Sunburst Financial Group
Alabama
$565K -$562K -4,935 -50%
SWP
819
Summit Wealth Partners
Florida
$562K -$3.08M -27,018 -85%
Fiera Capital (Canada)
820
Fiera Capital (Canada)
Quebec, Canada
$554K -$19.7K -173 -3%
MWM
821
Mattern Wealth Management
Kansas
$550K -$77.4K -680 -12%
SFPM
822
Sensible Financial Planning & Management
Massachusetts
$549K +$158K +1,383 +40%
AIP
823
Almanack Investment Partners
Pennsylvania
$542K -$18.3K -161 -3%
LGWM
824
Litman Gregory Wealth Management
California
$541K +$541K +4,746 New
T
825
TCWP
Ohio
$540K -$376K -3,301 -41%
31 32
33
34 35