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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$180M
2
BlackRock
2
BlackRock
New York
$3.8B
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
4
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
EW
3
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$302M
5
MMI
5
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
801
Melfa Wealth Management
Massachusetts
$220K – – –
KWM
802
Keebeck Wealth Management
Illinois
$219K +$3.84K +36 +2%
KA
803
Klingman & Associates
New York
$218K -$101K -950 -32%
WB
804
Webster Bank
Connecticut
$217K +$34.2K +320 +19%
FBC
805
Fairfield, Bush & Co
Connecticut
$217K – – –
PWPS
806
Pinnacle Wealth Planning Services
Ohio
$214K – – –
NL
807
NVWM LLC
Pennsylvania
$214K – – –
NAMM
808
NorthStar Asset Management (Massachusetts)
Massachusetts
$214K +$214K +2,000 New
CWS
809
Confluence Wealth Services
Pennsylvania
$213K +$213K +1,997 New
SCM
810
Spreng Capital Management
Ohio
$213K – – –
MWM
811
Mission Wealth Management
California
$213K -$248K -2,318 -54%
Lazard Asset Management
812
Lazard Asset Management
New York
$213K -$214K – –
BWM
813
Bulltick Wealth Management
Florida
$211K -$88.9K -833 -30%
PWP
814
Principle Wealth Partners
Connecticut
$211K – – –
PCP
815
Proficio Capital Partners
Massachusetts
$210K – – –
ITIM
816
Indiana Trust & Investment Management
Indiana
$209K -$5.87K -55 -3%
NP
817
NorthRock Partners
Minnesota
$208K -$591K -5,535 -74%
RWP
818
Ridgecrest Wealth Partners
California
$208K -$3.84K -36 -2%
AA
819
AlphaMark Advisors
Kentucky
$208K -$16K -150 -7%
BCM
820
Buckhead Capital Management
Georgia
$207K – – –
DI
821
Disciplined Investments
Oklahoma
$206K +$4.27K +40 +2%
SWA
822
SOA Wealth Advisors
New York
$206K -$1.82K -17 -0.9%
HGERS
823
Householder Group Estate & Retirement Specialist
Arizona
$205K -$19.5K -183 -9%
TWP
824
Tempus Wealth Planning
California
$204K +$204K +1,913 New
WAS
825
Wealth Advisory Solutions
Indiana
$204K -$11.9K -111 -5%
31 32
33
34 35