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iShares TIPS Bond ETF
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Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$430M
2
EW
Evoke Wealth
California
$86.2M
3
BGDI
BW Gestao de Investimentos
Brazil
$74.3M
4
BM
Baymount Management
Florida
$64.9M
5
Barclays
Barclays
United Kingdom
$64.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$401M
2
Bank of America
Bank of America
North Carolina
$1.47B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
4
Jane Street
Jane Street
New York
$240M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
901
Black Diamond Financial
Maryland
$287K -$106 -1 -0%
DP
902
Dearborn Partners
Illinois
$285K – – –
KFI
903
Key Financial Inc
Pennsylvania
$285K – – –
OC
904
Oarsman Capital
Wisconsin
$285K -$97.4K -915 -26%
LI
905
LVZ Inc
Michigan
$285K +$285K +2,673 New
WW
906
Westshore Wealth
California
$283K -$25.1K -236 -8%
GCA
907
Gradient Capital Advisors
California
$282K -$5.75K -54 -2%
VT
908
Vise Technologies
New York
$281K -$211K -1,979 -43%
NFP
909
Narus Financial Partners
Utah
$280K -$86.2K -810 -24%
RWA
910
Rooted Wealth Advisors
Illinois
$280K +$280K +2,630 New
NYLIM
911
New York Life Investment Management
New York
$279K -$5.85K -55 -2%
OAM
912
Occidental Asset Management
California
$278K -$27.2K -256 -9%
VFA
913
Valeo Financial Advisors
Indiana
$277K -$21.2K -199 -7%
PL
914
Plancorp LLC
Missouri
$276K -$185K -1,739 -40%
WEG
915
World Equity Group
Illinois
$275K -$695K -6,529 -72%
WSC
916
Wellington Shields & Co
New York
$273K – – –
WFA
917
WMG Financial Advisors
Tennessee
$273K – – –
SIC
918
SFE Investment Counsel
California
$272K -$992K -9,076 -78%
SCM
919
Spreng Capital Management
Ohio
$270K -$13.8K -130 -5%
RWG
920
Regal Wealth Group
California
$269K -$12.1K -114 -4%
FT
921
Fiduciary Trust
Massachusetts
$268K -$89.4K -840 -25%
IC
922
IEQ Capital
California
$267K -$386K -3,624 -59%
BBWP
923
Beacon Bridge Wealth Partners
Pennsylvania
$266K +$266K +2,496 New
BA
924
Bard Associates
Illinois
$264K – – –
FBC
925
Fairfield, Bush & Co
Connecticut
$264K – – –
35 36
37
38 39