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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
901
RBC Europe
United Kingdom
$406K +$41.6K +365 +11%
IIC
902
Ironwood Investment Counsel
Arizona
$405K -$112K -980 -22%
CAL
903
Capital Analysts LLC
Pennsylvania
$405K +$352K +3,098 +665%
IIM
904
InTrack Investment Management
Vermont
$403K -$18.8K -165 -4%
IWA
905
IBEX Wealth Advisors
New Jersey
$402K +$1.25K +11 +0.3%
BPWM
906
Badgley Phelps Wealth Managers
Washington
$402K +$44.2K +388 +12%
AWM
907
Aprio Wealth Management
Georgia
$400K -$53.8K -472 -12%
GC
908
Gilbert & Cook
Iowa
$398K +$4.67K +41 +1%
WWA
909
WCG Wealth Advisors
Nevada
$396K +$396K +3,476 New
SCM
910
Schnieders Capital Management
California
$393K -$171K -1,500 -30%
RCM
911
Raleigh Capital Management
North Carolina
$390K +$162K +1,425 +71%
CRCM
912
Corbett Road Capital Management
Virginia
$385K -$363K -3,195 -49%
LFG
913
Larson Financial Group
Missouri
$385K -$6.5K -57 -2%
OWA
914
Octavia Wealth Advisors
Ohio
$377K -$5.61K -49 -1%
RB
915
Rodgers Brothers
Pennsylvania
$377K – – –
DIP
916
DT Investment Partners
Pennsylvania
$375K -$9.68K -85 -3%
WSFS
917
Wilmington Savings Fund Society
Delaware
$375K – – –
ABLA
918
Alan B. Lancz & Associates
Ohio
$372K -$62.1K -526 -14%
CCA
919
Cobblestone Capital Advisors
New York
$372K -$58K -509 -13%
SPIA
920
Strategic Point Investment Advisors
Rhode Island
$372K +$372K +3,270 New
FAG
921
Fortitude Advisory Group
Washington
$371K -$134K -1,179 -27%
TA
922
Tectonic Advisors
Texas
$368K – – –
BIA
923
Benchmark Investment Advisors
Illinois
$367K -$61.2K -538 -14%
SWA
924
Strategies Wealth Advisors
Michigan
$366K +$12.6K +111 +4%
AllianceBernstein
925
AllianceBernstein
Tennessee
$366K -$79.5K -697 -18%
35 36
37
38 39