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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
Holders Change %
0%
% of All Funds
16.05%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
826
Journey Strategic Wealth
New Jersey
$259K +$259K +2,406 New
RWM
827
Ritholtz Wealth Management
New York
$256K -$162K -1,506 -39%
SGK
828
Steigerwald Gordon & Koch
Virginia
$256K -$37.6K -350 -13%
NSIM
829
North Star Investment Management
Illinois
$256K +$753 +7 +0.3%
OCPWS
830
One Charles Private Wealth Services
Massachusetts
$254K -$57.5K -535 -18%
VA
831
Vident Advisory
Georgia
$253K +$32.9K +306 +15%
HIA
832
Harbor Investment Advisory
Maryland
$253K -$52.7K -490 -17%
GFG
833
Goldstone Financial Group
Illinois
$253K -$15K -140 -6%
GA
834
Greenspring Advisors
Maryland
$252K
OFG
835
Orcam Financial Group
California
$252K -$2.79K -26 -1%
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$251K -$182K -1,692 -42%
SPIA
837
Strategic Point Investment Advisors
Rhode Island
$249K
AWA
838
Aletheian Wealth Advisors
Washington
$246K -$61K -568 -20%
MFWP
839
Mosaic Family Wealth Partners
Missouri
$244K +$752 +7 +0.3%
HGERS
840
Householder Group Estate & Retirement Specialist
Arizona
$243K -$25.6K -239 -10%
SIC
841
SFE Investment Counsel
California
$242K -$11.6K -108 -5%
MCWS
842
McKinley Carter Wealth Services
West Virginia
$241K -$22.3K -207 -8%
PB
843
Pinnacle Bancorp
Nebraska
$241K -$86.4K -804 -26%
DWM
844
Destination Wealth Management
California
$241K -$9.03K -84 -4%
CA
845
Crewe Advisors
Utah
$239K -$34.5K -321 -13%
GCA
846
Gradient Capital Advisors
California
$239K -$23.5K -219 -9%
Tudor Investment Corp
847
Tudor Investment Corp
Connecticut
$238K +$238K +2,211 New
AFP
848
Ausdal Financial Partners
Iowa
$237K -$5.91K -55 -2%
TCM
849
TD Capital Management
Tennessee
$237K +$2.04K +19 +0.9%
FT
850
Fiduciary Trust
Massachusetts
$236K