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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
CFP
876
Cypress Financial Planning
New Jersey
$206K 1,923 -1,468 -43%
OCM
877
Objective Capital Management
Ohio
$205K 1,909 -544 -22%
WCG
878
Weaver Consulting Group
California
$205K 1,909 -476 -20%
MWM
879
Mascoma Wealth Management
New Hampshire
$205K 1,928 -210 -10%
WTFG
880
Wells Trecaso Financial Group
Ohio
$205K 1,902 – –
OC
881
Oarsman Capital
Wisconsin
$204K 1,900 -400 -17%
TYCC
882
Texas Yale Capital Corp
Florida
$204K 1,900 – –
CIA
883
Choate Investment Advisors
Massachusetts
$202K 1,880 – –
CCMI
884
Creative Capital Management Investments
California
$201K 1,865 – –
SWA
885
Sax Wealth Advisors
New Jersey
$201K 1,865 -141 -7%
NCM
886
Novare Capital Management
North Carolina
$200K 1,860 -2,449 -57%
VCM
887
Viewpoint Capital Management
Washington
$199K 1,850 – –
PH
888
Pinnacle Holdings
Oklahoma
$199K 1,846 – –
BIA
889
Benchmark Investment Advisors
Illinois
$198K 1,839 -780 -30%
RTL
890
Red Tortoise LLC
Georgia
$196K 1,825 -264 -13%
AC
891
AlphaCore Capital
California
$189K 1,756 +656 +60%
WB
892
Webster Bank
Connecticut
$184K 1,712 – –
SCA
893
Stonebridge Capital Advisors
Minnesota
$183K 1,701 – –
EW
894
Element Wealth
Mississippi
$179K 1,659 – –
BTI
895
Blue Trust Inc
Georgia
$173K 1,574 -22,162 -93%
CAL
896
Capital Analysts LLC
Pennsylvania
$171K 1,587 -36 -2%
BAAM
897
Baker Avenue Asset Management
California
$168K 1,562 +8 +0.5%
NFSG
898
Newbridge Financial Services Group
Florida
$165K 1,538 -76 -5%
HS
899
Horan Securities
United States
$163K 1,511 +1,020 +208%
HCA
900
Heck Capital Advisors
Wisconsin
$162K 1,501 -149 -9%
34 35
36
37 38