TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$96.1M
2
EW
Evoke Wealth
California
+$85.1M
3
BGDI
BW Gestao de Investimentos
Brazil
+$74.3M
4
BM
Baymount Management
Florida
+$64.9M
5
Barclays
Barclays
United Kingdom
+$62.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$651M
2
Bank of America
Bank of America
North Carolina
-$304M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$281M
4
Jane Street
Jane Street
New York
-$279M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
826
Institute for Wealth Management
Colorado
$376K +$39.6K +372 +12%
IA
827
IFG Advisors
Missouri
$376K -$91.8K -863 -20%
CC
828
Cadinha & Co
Hawaii
$374K -$119K -1,122 -24%
VAS
829
Vestmark Advisory Solutions
Massachusetts
$371K -$449K -4,214 -55%
OCM
830
Objective Capital Management
Ohio
$371K -$20.5K -193 -5%
4FG
831
4Thought Financial Group
New York
$371K -$78.5K -737 -17%
IWA
832
IBEX Wealth Advisors
New Jersey
$371K -$3.72K -35 -1%
Legal & General Group
833
Legal & General Group
United Kingdom
$371K +$371K +3,482 New
CG
834
Clifford Group
Massachusetts
$369K +$369K +3,464 New
SFI
835
SPC Financial Inc
Maryland
$367K -$54.1K -508 -13%
SL
836
SWMG LLC
Texas
$364K -$1.25M -11,731 -77%
AAG
837
Armstrong Advisory Group
Massachusetts
$362K +$362K +3,404 New
BFA
838
Beacon Financial Advisory
Ohio
$357K -$99.1K -931 -22%
WWM
839
Western Wealth Management
Colorado
$357K -$600K -5,632 -63%
RPG
840
Resource Planning Group
Georgia
$356K -$933K -8,764 -72%
SFG
841
Sunburst Financial Group
Alabama
$355K -$163K -1,531 -31%
TNBTD
842
Trustmark National Bank Trust Department
Mississippi
$355K -$159K -1,496 -31%
IIM
843
InTrack Investment Management
Vermont
$355K -$10.6K -100 -3%
MWM
844
Mascoma Wealth Management
New Hampshire
$353K -$11.3K -106 -3%
WSFS
845
Wilmington Savings Fund Society
Delaware
$350K – – –
OWA
846
Octavia Wealth Advisors
Ohio
$348K -$3.3K -31 -0.9%
SPIA
847
Strategic Point Investment Advisors
Rhode Island
$348K – – –
FAG
848
Fortitude Advisory Group
Washington
$348K +$17.1K +161 +5%
Man Group
849
Man Group
United Kingdom
$347K -$407K -3,828 -54%
CCA
850
Cobblestone Capital Advisors
New York
$346K -$14.8K -139 -4%
32 33
34
35 36