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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$427M
3
EW
3
Evoke Wealth
California
$122M
4
SLI
4
Sumitomo Life Insurance
Japan
$102M
5
3AM
5
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
3
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
801
Crewe Advisors
Utah
$103K – – –
CWC
802
Carolinas Wealth Consulting
North Carolina
$102K -$56.3K -510 -36%
HWM
803
Hemington Wealth Management
Virginia
$99K +$99K +917 New
HCP
804
Hexagon Capital Partners
Arkansas
$98.7K -$442 -4 -0.4%
NS
805
NBC Securities
Alabama
$98K -$165K -1,499 -63%
NP
806
NorthRock Partners
Minnesota
$95.4K -$120K -1,087 -56%
FCMT
807
Founders Capital Management (Texas)
Texas
$93.1K – – –
VWM
808
Venturi Wealth Management
Texas
$92.1K -$3.09K -28 -3%
BCMLT
809
Beacon Capital Management LLC (Tennessee)
Tennessee
$92K +$8.84K +80 +11%
CPG
810
Cornerstone Planning Group
New Jersey
$86.5K -$830K -7,670 -91%
ETS
811
ESL Trust Services
New York
$85.6K -$37.9K -343 -31%
FFA
812
Founders Financial Alliance
North Carolina
$78.3K -$60.2K -545 -43%
KFI
813
Key Financial Inc
Pennsylvania
$76.3K -$34.8K -315 -31%
Kayne Anderson Rudnick Investment Management
814
Kayne Anderson Rudnick Investment Management
California
$76.2K +$221 +2 +0.3%
FRA
815
Front Row Advisors
California
$74.4K -$14.5K -131 -16%
HR
816
Howe & Rusling
New York
$73.4K +$442 +4 +0.6%
BIM
817
Breakwater Investment Management
Washington
$72.2K – – –
TCG
818
Transcendent Capital Group
Oklahoma
$67.2K – – –
CSWM
819
Cassady Schiller Wealth Management
Ohio
$63.3K – – –
RFA
820
Register Financial Advisors
Georgia
$62.4K – – –
TPCM
821
Templeton & Phillips Capital Management
Tennessee
$62K – – –
DWM
822
Dogwood Wealth Management
Kansas
$61.4K +$332 +3 +0.5%
SIS
823
Sound Income Strategies
Florida
$59.1K +$32.9K +298 +126%
EWA
824
Elevate Wealth Advisory
Georgia
$57K – – –
HCA
825
Heck Capital Advisors
Wisconsin
$56.9K -$37K -335 -39%
31 32
33
34 35