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iShares TIPS Bond ETF
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Overview Fund Activity

1,182 hedge funds and large institutions have $22.4B invested in iShares TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 265 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+48
Holders Change %
+4.23%
% of All Funds
20.76%
Holding in Top 10
108
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.68%
% of All Funds
1.9%
New
126
Increased
614
Reduced
265
Closed
59
Calls
$96.9M
Puts
$94.2M
Net Calls
+$2.65M
Net Calls Change
+$131M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$845M
3
BlackRock
BlackRock
New York
$3.39B
4
Jane Street
Jane Street
New York
$305M
5
LPL Financial
LPL Financial
California
$448M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$14.1M
2
GI
Gradient Investments
Minnesota
$253K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$351M
4
WFS
Weitzel Financial Services
Iowa
$237K
5
AF
Ally Financial
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
901
Emerson Wealth
Michigan
$335K +$14.1K +858 +4%
LBC
902
Lowe Brockenbrough & Co
Virginia
$335K +$335K +2,625 New
SNT
903
Security National Trust
West Virginia
$332K – – –
LPIC
904
LeJeune Puetz Investment Counsel
Michigan
$332K +$255 +2 +0.1%
LFF
905
Level Four Financial
Texas
$330K – – –
LWM
906
Loveless Wealth Management
Montana
$328K +$328K +2,571 New
CPO
907
Cerity Partners OCIO
New York
$326K +$83.4K +653 +34%
BA
908
Bard Associates
Illinois
$323K – – –
TPA
909
Trivium Point Advisory
Connecticut
$322K +$322K +2,519 New
CCMG
910
Clark Capital Management Group
Pennsylvania
$320K -$98.2K -769 -23%
JPLA
911
Joseph P. Lucia & Associates
New York
$320K – – –
WWM
912
WJ Wealth Management
Arizona
$319K +$76.6K +600 +32%
CFO
913
CVA Family Office
Colorado
$318K -$976K -7,721 -75%
FBC
914
Fairfield, Bush & Co
Connecticut
$317K -$72.5K -567 -19%
4FG
915
4Thought Financial Group
New York
$315K +$27.2K +213 +9%
BDF
916
Black Diamond Financial
Maryland
$313K -$83.6K -655 -21%
MAM
917
McLean Asset Management
Virginia
$312K +$3.62K +28 +1%
CWA
918
Clearview Wealth Advisors
Oregon
$311K +$211K +1,652 +212%
APG
919
Abacus Planning Group
South Carolina
$310K – – –
AWM
920
Adams Wealth Management
Utah
$309K -$18K -141 -6%
CFS
921
Cannon Financial Strategists
Georgia
$307K – – –
AIC
922
Archer Investment Corporation
Indiana
$307K +$307K +2,402 New
PA
923
Parkside Advisors
California
$305K – – –
TFS
924
TrustCore Financial Services
Tennessee
$303K -$21.7K -170 -7%
MCM
925
McKinley Capital Management
Alaska
$301K -$2.55K -20 -0.8%
35 36
37
38 39