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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
801
Litman Gregory Wealth Management
California
$288K +$18K +174 +7%
SFFS
802
Stonehage Fleming Financial Services
Jersey
$287K -$49.4K -477 -15%
EC
803
Estate Counselors
Wisconsin
$287K -$130K -1,250 -31%
IIC
804
Integrated Investment Consultants
Michigan
$286K
9WM
805
9258 Wealth Management
Ohio
$285K
FWP
806
Firethorn Wealth Partners
Georgia
$285K +$285K +2,749 New
SGK
807
Steigerwald Gordon & Koch
Virginia
$283K -$213K -2,055 -43%
Millennium Management
808
Millennium Management
New York
$281K -$5.45M -52,593 -95%
BA
809
Ballast Advisors
Minnesota
$281K -$352K -3,397 -56%
FA
810
Fiduciary Alliance
South Carolina
$279K +$63.6K +613 +29%
CCA
811
Cottonwood Capital Advisors
Utah
$278K -$12.4K -120 -4%
KWM
812
Keebeck Wealth Management
Illinois
$275K +$275K +2,651 New
GSC
813
Ground Swell Capital
South Carolina
$274K +$274K +2,638 New
LBC
814
Lowe Brockenbrough & Co
Virginia
$272K -$39.6K -382 -13%
C1AG
815
Client 1st Advisory Group
Florida
$272K +$272K +2,618 New
PL
816
Plancorp LLC
Missouri
$269K
HCP
817
Hexagon Capital Partners
Arkansas
$269K -$25.7K -248 -9%
FCMT
818
Founders Capital Management (Texas)
Texas
$268K -$106K -1,025 -28%
WSC
819
Wellington Shields & Co
New York
$266K
LIM
820
Leavell Investment Management
Alabama
$266K
RSWM
821
Robertson Stephens Wealth Management
California
$265K +$265K +2,550 New
CA
822
Crewe Advisors
Utah
$264K +$7.78K +75 +3%
BAAM
823
Baker Avenue Asset Management
California
$263K +$101K +972 +62%
BDF
824
Black Diamond Financial
Maryland
$262K -$20.1K -194 -7%
TCM
825
Telos Capital Management
California
$261K +$13.4K +129 +5%