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iShares TIPS Bond ETF
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Overview Fund Activity

1,217 hedge funds and large institutions have $16.9B invested in iShares TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 348 increasing their positions, 622 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
-69
Holders Change %
-5.37%
% of All Funds
21.04%
Holding in Top 10
96
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.52%
% of All Funds
1.66%
New
85
Increased
348
Reduced
622
Closed
132
Calls
$205M
Puts
$26M
Net Calls
+$179M
Net Calls Change
+$1.55B

Top Buyers

1
Jane Street
Jane Street
New York
$511M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$262M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$108M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$49.7M
5
SLI
Sumitomo Life Insurance
Japan
$118M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$281M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.04B
3
AssetMark Inc
AssetMark Inc
California
$7.16M
4
Bank of America
Bank of America
North Carolina
$1.75B
5
Morgan Stanley
Morgan Stanley
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
876
InTrack Investment Management
Vermont
$360K -$10.5K -100 -3%
MWM
877
Mascoma Wealth Management
New Hampshire
$359K -$40K -382 -10%
CCA
878
Cobblestone Capital Advisors
New York
$355K +$13K +124 +4%
FT
879
Fiduciary Trust
Massachusetts
$352K -$55.7K -531 -14%
TWP
880
Tempus Wealth Planning
California
$348K +$348K +3,318 New
OWA
881
Octavia Wealth Advisors
Ohio
$346K +$1.26K +12 +0.4%
WSFS
882
Wilmington Savings Fund Society
Delaware
$344K – – –
AWM
883
Accurate Wealth Management
Florida
$344K +$344K +3,248 New
SPIA
884
Strategic Point Investment Advisors
Rhode Island
$343K – – –
IPW
885
Inlet Private Wealth
Florida
$341K +$341K +3,255 New
RSC
886
Red Spruce Capital
Pennsylvania
$338K +$99.8K +950 +42%
IFWM
887
Institute for Wealth Management
Colorado
$332K -$62.4K -594 -16%
JHCP
888
Jackson Hole Capital Partners
Oklahoma
$331K +$60.8K +580 +23%
ABLA
889
Alan B. Lancz & Associates
Ohio
$330K – – –
VC
890
Veracity Capital
Georgia
$326K -$126K -1,206 -28%
FAG
891
Fortitude Advisory Group
Washington
$326K -$15.8K -150 -5%
WCG
892
Weaver Consulting Group
California
$324K -$10.3K -98 -3%
MC
893
Miramar Capital
Illinois
$323K -$765K -7,245 -70%
SFPM
894
Sensible Financial Planning & Management
Massachusetts
$323K -$183K -1,740 -36%
ML
895
McAdam LLC
Pennsylvania
$319K +$3.05K +29 +1%
CFO
896
Colony Family Offices
North Carolina
$318K – – –
9WM
897
9258 Wealth Management
Ohio
$315K -$3.05K -29 -1%
LBC
898
Lowe Brockenbrough & Co
Virginia
$315K – – –
BONH
899
Bank of New Hampshire
New Hampshire
$314K -$1.31M -12,535 -81%
EWA
900
EverSource Wealth Advisors
Alabama
$313K -$14.3K -136 -4%
34 35
36
37 38