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iShares TIPS Bond ETF

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
801
AlTi Global
New York
$233K +$233K +2,171 New
DTC
802
Davidson Trust Company
Washington
$231K
RCS
803
Retirement Capital Strategies
California
$230K -$1.42M -13,255 -86%
BFC
804
Bedel Financial Consulting
Indiana
$230K
HGERS
805
Householder Group Estate & Retirement Specialist
Arizona
$226K -$17.5K -163 -7%
BMM
806
Berkshire Money Management
Massachusetts
$226K +$226K +2,106 New
BFG
807
Bleakley Financial Group
New Jersey
$226K -$35.7K -332 -14%
AA
808
AlphaMark Advisors
Kentucky
$226K -$53.8K -500 -19%
WCAMG
809
Woodard & Company Asset Management Group
North Carolina
$226K +$226K +2,100 New
MWM
810
MBE Wealth Management
Wisconsin
$224K -$7M -65,193 -97%
AFP
811
Ausdal Financial Partners
Iowa
$223K -$14K -130 -6%
CIAS
812
Capital Investment Advisory Services
North Carolina
$222K -$257K -2,390 -54%
TCM
813
Telos Capital Management
California
$221K -$39.6K -369 -15%
TAM
814
Todd Asset Management
Kentucky
$221K
AWA
815
Acorn Wealth Advisors
Michigan
$221K -$10.5K -98 -5%
MWM
816
Melfa Wealth Management
Massachusetts
$221K +$221K +2,056 New
9WM
817
9258 Wealth Management
Ohio
$220K -$80.6K -750 -27%
DP
818
Dearborn Partners
Illinois
$220K
DWM
819
Dogwood Wealth Management
Kansas
$219K -$70.6K -657 -24%
FBC
820
Fairfield, Bush & Co
Connecticut
$218K
CAP
821
Columbia Advisory Partners
Washington
$218K -$74.9K -697 -26%
WAS
822
Wealth Advisory Solutions
Indiana
$217K -$1.29K -12 -0.6%
ITIM
823
Indiana Trust & Investment Management
Indiana
$216K -$7.95K -74 -4%
KWM
824
Keebeck Wealth Management
Illinois
$216K +$12.5K +116 +6%
PWPS
825
Pinnacle Wealth Planning Services
Ohio
$216K