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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$427M
3
EW
3
Evoke Wealth
California
$122M
4
SLI
4
Sumitomo Life Insurance
Japan
$102M
5
3AM
5
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
3
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSWM
901
Mowery & Schoenfeld Wealth Management
Illinois
$11.8K 107 +107 New
HPC
902
HM Payson & Co
Maine
$11K 100 -100 -50%
IBOK
903
Independence Bank of Kentucky
Kentucky
$11K 100 -75 -43%
M
904
MOTCO
Texas
$11K 100 +100 New
RWM
905
Reston Wealth Management
Virginia
$11K 100 +100 New
MIM
906
MTM Investment Management
South Carolina
$10.9K 100 – –
MTIC
907
Missouri Trust & Investment Company
Missouri
$10.2K 92 – –
AW
908
Avion Wealth
Texas
$10K 93 – –
CB
909
CNB Bank
Pennsylvania
$9.94K 90 – –
CTB
910
Country Trust Bank
Illinois
$9.83K 89 – –
IWP
911
IAG Wealth Partners
Wisconsin
$8.95K 81 – –
SR
912
Summer Road
Florida
$8.87K 82 +1 +1%
GWM
913
GSB Wealth Management
Connecticut
$8.44K 76 +76 New
IF
914
Integrity Financial
Wyoming
$8.4K 76 – –
OW
915
Olistico Wealth
Oklahoma
$8.29K 75 – –
CSS
916
Cubist Systematic Strategies
Connecticut
$7.62K 69 +69 New
ACA
917
Atlas Capital Advisors
Wyoming
$6.41K 58 -184 -76%
FWA
918
FSC Wealth Advisors
New York
$6.08K 55 – –
GSEP
919
Golden State Equity Partners
California
$6.08K 55 +55 New
CMA
920
Cedar Mountain Advisors
Oregon
$6.07K 55 – –
HBW
921
Hazlett, Burt & Watson
West Virginia
$6K 56 – –
CTA
922
Colonial Trust Advisors
South Carolina
$5.52K 50 – –
PMFA
923
Plante Moran Financial Advisors
Michigan
$5.41K 49 – –
BONH
924
Bank of New Hampshire
New Hampshire
$5.08K 46 – –
CJ
925
Caitlin John
Michigan
$4.84K 45 – –
35 36
37
38 39