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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$427M
3
EW
3
Evoke Wealth
California
$122M
4
SLI
4
Sumitomo Life Insurance
Japan
$102M
5
3AM
5
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
3
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
826
Private Capital Management (Colorado)
Colorado
$56.7K +$221 +2 +0.4%
CYG
827
Clean Yield Group
Vermont
$55.2K – – –
OC
828
Oarsman Capital
Wisconsin
$55.2K +$55.2K +500 New
BL
829
BFSG LLC
California
$54K -$221 -2 -0.4%
AIM
830
Anchor Investment Management
South Carolina
$53.5K – – –
RCM
831
Raleigh Capital Management
North Carolina
$52.1K -$11.8K -107 -18%
SHIM
832
Stone House Investment Management
Pennsylvania
$52K -$492K -4,451 -90%
RIA
833
Realta Investment Advisors
Delaware
$51.5K -$497K -4,543 -91%
FGC
834
Financial Gravity Companies
Texas
$51.3K +$51.3K +465 New
WFA
835
West Financial Advisors
Iowa
$50K -$9.67M -87,538 -99%
EW
836
Element Wealth
Mississippi
$49.3K -$3.65K -33 -7%
RIL
837
Rothschild Investment LLC
Illinois
$49K – – –
RWPA
838
Richard W. Paul & Associates
Michigan
$48.8K -$19.1K -173 -28%
GWP
839
Gen-Wealth Partners
Michigan
$48.7K -$290K -2,675 -86%
GGI
840
Godsey & Gibb Inc
Virginia
$47.9K – – –
GM
841
GeoWealth Management
Illinois
$45.9K -$1.13M -10,234 -96%
BCV
842
Banque Cantonale Vaudoise
Switzerland
$45K – – –
SIS
843
Strategic Investment Solutions
Illinois
$44.6K +$22.5K +204 +102%
WWP
844
WR Wealth Planners
Missouri
$43K -$4.75K -43 -10%
NFA
845
Northwest Financial Advisors
Virginia
$42.8K +$42.8K +387 New
GWSG
846
GPS Wealth Strategies Group
Colorado
$42.4K – – –
CWP
847
Concord Wealth Partners
Virginia
$42.3K -$2.98K -27 -7%
HGA
848
Hobbs Group Advisors
South Carolina
$41.2K – – –
YDMI
849
Y.D. More Investments
Israel
$40.9K – – –
LJHT
850
Laurie J. Hall Trustee
$40K – – –
32 33
34
35 36