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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$180M
2
BlackRock
2
BlackRock
New York
$3.8B
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
4
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
EW
3
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$302M
5
MMI
5
Matson Money Inc
Ohio
$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
876
Howe & Rusling
New York
$70.5K +$1.07K +10 +2%
BIM
877
Breakwater Investment Management
Washington
$69.8K -$9.29K -87 -12%
RWPA
878
Richard W. Paul & Associates
Michigan
$65.7K -$7.9K -74 -11%
TCG
879
Transcendent Capital Group
Oklahoma
$65K – – –
RCM
880
Raleigh Capital Management
North Carolina
$61.8K +$3.09K +29 +5%
CSWM
881
Cassady Schiller Wealth Management
Ohio
$61.2K – – –
RFA
882
Register Financial Advisors
Georgia
$60.3K -$2.46K -23 -4%
TPCM
883
Templeton & Phillips Capital Management
Tennessee
$59.9K – – –
DWM
884
Dogwood Wealth Management
Kansas
$59K -$159K -1,489 -73%
MWM
885
Mascoma Wealth Management
New Hampshire
$55.4K -$6.19K -58 -10%
EWA
886
Elevate Wealth Advisory
Georgia
$55.1K – – –
PCMC
887
Private Capital Management (Colorado)
Colorado
$54.6K -$25.5K -239 -32%
CYG
888
Clean Yield Group
Vermont
$53.4K – – –
BL
889
BFSG LLC
California
$52.4K -$214 -2 -0.4%
OWA
890
Opal Wealth Advisors
New York
$52.3K +$52.3K +490 New
AIM
891
Anchor Investment Management
South Carolina
$51.7K -$21.4K -200 -29%
EW
892
Element Wealth
Mississippi
$51.1K -$26.2K -245 -34%
BWAM
893
Boyd Watterson Asset Management
Ohio
$50.2K +$50.2K +470 New
GJWM
894
Gilliland Jeter Wealth Management
Arkansas
$49K +$641 +6 +1%
RIL
895
Rothschild Investment LLC
Illinois
$47.4K – – –
GGI
896
Godsey & Gibb Inc
Virginia
$46.3K – – –
WWP
897
WR Wealth Planners
Missouri
$46.1K -$1.18K -11 -2%
BCV
898
Banque Cantonale Vaudoise
Switzerland
$44K -$64.4K -600 -59%
CWP
899
Concord Wealth Partners
Virginia
$43.7K -$94.5K -886 -68%
GWSG
900
GPS Wealth Strategies Group
Colorado
$41K -$4.38K -41 -10%
34 35
36
37 38