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iShares TIPS Bond ETF
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Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$96.1M
2
EW
Evoke Wealth
California
+$85.1M
3
BGDI
BW Gestao de Investimentos
Brazil
+$74.3M
4
BM
Baymount Management
Florida
+$64.9M
5
Barclays
Barclays
United Kingdom
+$62.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$651M
2
Bank of America
Bank of America
North Carolina
-$304M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$281M
4
Jane Street
Jane Street
New York
-$279M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
801
Successful Portfolios
Florida
$421K -$137K -1,292 -25%
JLBC
802
J.L. Bainbridge & Co
Florida
$418K +$213 +2 +0.1%
JCM
803
Janney Capital Management
Pennsylvania
$416K -$4.36K -41 -1%
1WA
804
180 Wealth Advisors
Washington
$416K -$175K -1,597 -30%
AFIA
805
America First Investment Advisors
Nebraska
$415K +$2.24K +21 +0.5%
FCMT
806
Founders Capital Management (Texas)
Texas
$413K -$304K -2,853 -42%
IPW
807
Inlet Private Wealth
Florida
$410K +$63.9K +600 +18%
DI
808
Disciplined Investments
Oklahoma
$409K -$299K -2,811 -42%
First Manhattan
809
First Manhattan
New York
$404K – – –
AG
810
Ascent Group
Virginia
$403K -$1.57M -14,714 -80%
GL
811
GHE LLC
Tennessee
$403K – – –
HWMA
812
Heritage Wealth Management (Arizona)
Arizona
$399K +$146K +1,371 +58%
CB
813
Cadence Bank
Mississippi
$397K -$16.2K -152 -4%
WAS
814
Wealth Advisory Solutions
Indiana
$396K -$191K -1,795 -33%
PMA
815
Prudent Man Advisors
Illinois
$396K – – –
BPWM
816
Badgley Phelps Wealth Managers
Washington
$395K +$26.7K +251 +7%
FIC
817
Family Investment Center
Missouri
$390K +$390K +3,662 New
TA
818
TrueWealth Advisors
Alabama
$388K -$259K -2,432 -40%
MHR
819
Matthew Hamilton Rosenberg
$387K -$94.1K -884 -20%
FWM
820
Fingerlakes Wealth Management
New York
$386K -$31.4K -295 -8%
MCP
821
Mirador Capital Partners
California
$385K – – –
CRWM
822
Castle Rock Wealth Management
California
$384K -$165K -1,513 -30%
Bank of Nova Scotia
823
Bank of Nova Scotia
Ontario, Canada
$379K – – –
CWM
824
Collaborative Wealth Management
Florida
$377K -$19.8K -186 -5%
OIA
825
Optimum Investment Advisors
Illinois
$377K -$31.4K -295 -8%
31 32
33
34 35