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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
RPG
801
Resource Planning Group
Georgia
$272K -$8.61K -80 -3%
EWMCB
802
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$272K -$120K -1,119 -31%
CSIA
803
Charles Schwab Investment Advisory
California
$271K -$13.5K -125 -5%
CWM
804
Collaborative Wealth Management
Florida
$269K -$323 -3 -0.1%
SIC
805
SFE Investment Counsel
California
$268K – – –
BA
806
Bard Associates
Illinois
$267K – – –
CA
807
Crewe Advisors
Utah
$266K +$1.08K +10 +0.4%
CWP
808
Concord Wealth Partners
Virginia
$264K +$13.5K +125 +5%
SFG
809
Sunburst Financial Group
Alabama
$263K -$31.5K -293 -11%
SCM
810
Spreng Capital Management
Ohio
$263K – – –
KOC
811
Koss-Olinger Consulting
Florida
$263K +$10.7K +100 +4%
APG
812
Abacus Planning Group
South Carolina
$261K – – –
WP
813
WealthPLAN Partners
Nebraska
$261K -$54.8K -509 -17%
IWP
814
Icon Wealth Partners
Texas
$259K -$2.58K -24 -1%
TCM
815
Telos Capital Management
California
$257K +$21.2K +197 +9%
PA
816
Parkside Advisors
California
$257K – – –
JSW
817
Journey Strategic Wealth
New Jersey
$255K +$323 +3 +0.1%
OPWM
818
Oxinas Partners Wealth Management
Indiana
$253K +$34.7K +322 +16%
VCP
819
Vista Capital Partners
Oregon
$253K +$215 +2 +0.1%
OFG
820
Orcam Financial Group
California
$251K +$755 +7 +0.3%
TA
821
TFG Advisers
Michigan
$250K +$1.18K +11 +0.5%
SPIA
822
Strategic Point Investment Advisors
Rhode Island
$250K – – –
EM
823
Excalibur Management
Massachusetts
$248K -$5.38K -50 -2%
BBWP
824
Beacon Bridge Wealth Partners
Pennsylvania
$247K -$24.6K -229 -9%
DAC
825
Dividend Assets Capital
South Carolina
$247K -$453K -4,202 -65%
31 32
33
34 35