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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
ULWM
826
Upper Left Wealth Management
Florida
$540K +$540K +4,737 New
VA
827
Valmark Advisers
Ohio
$537K -$6.5K -57 -1%
Invesco
828
Invesco
Georgia
$536K -$31.9K -280 -6%
IUHSA
829
Itau Unibanco Holding S.A.
Brazil
$535K +$535K +4,701 New
PWMAG
830
Pinnacle Wealth Management Advisory Group
New Jersey
$530K -$22.8K -200 -4%
WP
831
WMS Partners
Maryland
$529K -$1.48M -12,969 -74%
ATFA
832
All Terrain Financial Advisors
Minnesota
$529K +$7.75K +68 +1%
PL
833
Plancorp LLC
Missouri
$528K -$285K -2,500 -35%
FA
834
Fortis Advisors
Pennsylvania
$528K -$28.7K -252 -5%
RCI
835
RS Crum Inc
California
$528K +$12.5K +110 +2%
IA
836
Insight Advisors
Pennsylvania
$522K -$55.5K -477 -10%
TNBTD
837
Trustmark National Bank Trust Department
Mississippi
$521K -$5.96M -52,359 -92%
FTC
838
Farmers Trust Company
Ohio
$517K – – –
SFP
839
Sterling Financial Planning
New Jersey
$515K +$225K +1,978 +78%
SCP
840
Syntal Capital Partners
Texas
$510K +$510K +4,485 New
MWM
841
Maripau Wealth Management
Indiana
$507K +$47K +401 +10%
KWM
842
Keebeck Wealth Management
Illinois
$502K +$502K +4,410 New
NYLIM
843
New York Life Investment Management
New York
$499K +$499K +4,383 New
GI
844
GS Investments
Minnesota
$496K – – –
FFWA
845
FRG Family Wealth Advisors
Washington
$495K – – –
BFG
846
Berger Financial Group
Minnesota
$494K +$1.82K +16 +0.4%
UI
847
Unconventional Investor
New Hampshire
$493K -$7.86K -69 -2%
FAT
848
First American Trust
California
$493K +$493K +4,325 New
VC
849
Veracity Capital
Georgia
$491K +$95.6K +840 +24%
CBFP
850
Cedar Brook Financial Partners
Ohio
$489K -$3.3K -29 -0.7%
32 33
34
35 36