TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
3
Evoke Wealth
California
$131M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$500M
2
CWM
2
Campbell Wealth Management
Virginia
$215K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
826
Cypress Capital Group
Florida
$215K – – –
FA
827
Fiduciary Alliance
South Carolina
$215K -$51.9K -487 -19%
CWM
828
Campbell Wealth Management
Virginia
$215K -$54.1M -504,019 -100%
NL
829
NVWM LLC
Pennsylvania
$215K -$7.84K -73 -4%
EGA
830
Eagle Global Advisors
Texas
$215K – – –
SCM
831
Spreng Capital Management
Ohio
$214K – – –
Lazard Asset Management
832
Lazard Asset Management
New York
$214K -$214K – –
NAS
833
Nicolet Advisory Services
Wisconsin
$214K -$10.2K -95 -5%
RWP
834
Ridgecrest Wealth Partners
California
$213K – – –
PWP
835
Principle Wealth Partners
Connecticut
$212K – – –
PCP
836
Proficio Capital Partners
Massachusetts
$212K – – –
LRIA
837
Leonard Rickey Investment Advisors
Washington
$211K +$211K +1,961 New
GPA
838
Guidance Point Advisors
Massachusetts
$210K -$3.8M -35,350 -95%
SWA
839
SOA Wealth Advisors
New York
$209K +$322 +3 +0.2%
BCM
840
Buckhead Capital Management
Georgia
$208K +$208K +1,938 New
EM
841
Excalibur Management
Massachusetts
$207K -$101K -943 -33%
SFS
842
Security Financial Services
Indiana
$207K +$207K +1,924 New
CFG
843
Citizens Financial Group
Rhode Island
$206K -$99.5K -926 -33%
CFO
844
Colony Family Offices
North Carolina
$205K +$10.4K +97 +5%
NGA
845
Naples Global Advisors
Florida
$204K – – –
TYCC
846
Texas Yale Capital Corp
Florida
$204K – – –
DI
847
Disciplined Investments
Oklahoma
$203K -$122K -1,137 -38%
AWAG
848
ARS Wealth Advisors Group
Florida
$203K -$16.3K -152 -7%
PIA
849
Powell Investment Advisors
Florida
$203K – – –
MGIA
850
Moneta Group Investment Advisors
Missouri
$203K -$204K -1,903 -50%
32 33
34
35 36