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iShares TIPS Bond ETF

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
826
Endowment Wealth Management
Wisconsin
$246K -$9.04K -84 -4%
HWM
827
Howard Wealth Management
Connecticut
$245K -$380K -3,530 -61%
WIM
828
Westside Investment Management
California
$244K -$111K -1,033 -31%
TWP
829
Tempus Wealth Planning
California
$244K -$61.7K -573 -20%
RGC
830
Roberts, Glore & Co
Illinois
$243K
DP
831
Dearborn Partners
Illinois
$242K -$6.67K -62 -3%
SWP
832
Summit Wealth Partners
Florida
$241K -$25K -232 -9%
EHC
833
Everett Harris & Co
California
$241K
SFS
834
Summit Financial Strategies
Ohio
$241K +$430 +4 +0.2%
WWM
835
Western Wealth Management
Colorado
$241K -$2.8K -26 -1%
DWM
836
Destination Wealth Management
California
$241K -$10.3K -96 -4%
FBC
837
Fairfield, Bush & Co
Connecticut
$240K -$26.9K -250 -10%
MIM
838
Moseley Investment Management
Florida
$238K -$3.23K -30 -1%
PWLP
839
Prio Wealth Limited Partnership
Massachusetts
$238K
DAM
840
Derbend Asset Management
Georgia
$238K -$152K -1,416 -39%
LMKC
841
L.M. Kohn & Company
Ohio
$238K -$75.3K -700 -24%
TA
842
TrueWealth Advisors
Alabama
$237K -$55.2K -513 -19%
ABC
843
Associated Banc-Corp
Wisconsin
$237K -$4.2K -39 -2%
PBF
844
Petix & Botte Financial
California
$235K +$235K +2,188 New
TCM
845
TD Capital Management
Tennessee
$233K +$2.15K +20 +0.9%
GA
846
Greenspring Advisors
Maryland
$232K -$1.43M -13,268 -86%
NGA
847
Naples Global Advisors
Florida
$231K
RWM
848
RBA Wealth Management
California
$230K
DWP
849
Daymark Wealth Partners
Ohio
$229K
WWM
850
Windsor Wealth Management
Indiana
$228K +$2.05K +19 +0.9%