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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
851
Destination Wealth Management
California
$241K +$8.71K +84 +4%
SPIA
852
Strategic Point Investment Advisors
Rhode Island
$241K
EM
853
Excalibur Management
Massachusetts
$239K
TA
854
TFG Advisers
Michigan
$238K -$2.7K -26 -1%
DAC
855
Dividend Assets Capital
South Carolina
$238K
NL
856
NVWM LLC
Pennsylvania
$238K -$34.2K -330 -13%
CAC
857
Certified Advisory Corp
Florida
$238K -$42.8K -413 -15%
CWP
858
Concord Wealth Partners
Virginia
$237K -$17.1K -165 -7%
AWA
859
Acorn Wealth Advisors
Michigan
$237K -$180K -1,739 -43%
RFP
860
RCS Financial Planning
Maryland
$237K +$237K +2,284 New
WIM
861
Westside Investment Management
California
$236K
SWP
862
Summit Wealth Partners
Florida
$235K +$2.59K +25 +1%
MFWP
863
Mosaic Family Wealth Partners
Missouri
$235K -$34.8K -335 -13%
AFP
864
Ausdal Financial Partners
Iowa
$235K -$132K -1,269 -36%
SFS
865
Summit Financial Strategies
Ohio
$234K +$1.87K +18 +0.8%
FBC
866
Fairfield, Bush & Co
Connecticut
$231K
PBF
867
Petix & Botte Financial
California
$230K +$3.53K +34 +2%
MIM
868
Moseley Investment Management
Florida
$230K
RIM
869
Redwood Investment Management
Arizona
$229K +$229K +2,207 New
FT
870
Fiduciary Trust
Massachusetts
$227K -$45.3K -437 -17%
RTC
871
Riverview Trust Company
Washington
$227K +$227K +2,191 New
TCM
872
TD Capital Management
Tennessee
$226K +$2.18K +21 +1%
PWLP
873
Prio Wealth Limited Partnership
Massachusetts
$226K -$3.73K -36 -2%
RGF
874
Retirement Guys Formula
Ohio
$225K +$12.1K +117 +6%
ABC
875
Associated Banc-Corp
Wisconsin
$225K -$3.94K -38 -2%