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iShares TIPS Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IA
851
Insight Advisors
Pennsylvania
$202K
AWM
852
Aprio Wealth Management
Georgia
$202K +$202K +1,876 New
BDF
853
Black Diamond Financial
Maryland
$201K
CT
854
Coastline Trust
Rhode Island
$201K -$426K -3,968 -68%
RWM
855
RBA Wealth Management
California
$201K -$15K -140 -7%
WAS
856
WESPAC Advisors SoCal
California
$201K -$5.37K -50 -3%
WW
857
Westshore Wealth
California
$200K +$200K +1,864 New
RTL
858
Red Tortoise LLC
Georgia
$200K
VCM
859
Viewpoint Capital Management
Washington
$199K
PH
860
Pinnacle Holdings
Oklahoma
$198K -$322 -3 -0.2%
WIM
861
Westside Investment Management
California
$197K
HIA
862
Harbor Investment Advisory
Maryland
$188K -$65.5K -610 -26%
WB
863
Webster Bank
Connecticut
$184K
FFWA
864
FRG Family Wealth Advisors
Washington
$174K -$158K -1,500 -48%
GM
865
GeoWealth Management
Illinois
$164K +$127K +1,187 +350%
Jones Financial Companies
866
Jones Financial Companies
Missouri
$160K +$55K +512 +53%
AAG
867
Armstrong Advisory Group
Massachusetts
$155K
CWC
868
Carolinas Wealth Consulting
North Carolina
$155K +$55.3K +515 +56%
IFAM
869
Institutional & Family Asset Management
Colorado
$148K -$28.3K -263 -16%
BA
870
Ballast Advisors
Minnesota
$147K -$47.3K -440 -24%
AP
871
Aspect Partners
Virginia
$146K
BC
872
Barrett & Company
Rhode Island
$145K
TFA
873
Transamerica Financial Advisors
Florida
$144K -$7.6M -70,496 -98%
Allspring Global Investments
874
Allspring Global Investments
North Carolina
$144K
MTC
875
Matrix Trust Company
Colorado
$142K +$9.16K +85 +7%