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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$522M
2
BlackRock
2
BlackRock
New York
$3.31B
3
AssetMark Inc
3
AssetMark Inc
California
$220M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$104M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$183M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$357M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$174M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BSB
926
Bangor Savings Bank
Maine
$155K 1,492 +579 +63%
MWM
927
Mascoma Wealth Management
New Hampshire
$152K 1,468 -460 -24%
BC
928
Barrett & Company
Rhode Island
$140K 1,352 – –
TSWM
929
Tyler-Stone Wealth Management
Ohio
$140K 1,349 -123 -8%
Allspring Global Investments
930
Allspring Global Investments
North Carolina
$139K 1,340 – –
FRA
931
Front Row Advisors
California
$136K 1,311 – –
BCMLT
932
Beacon Capital Management LLC (Tennessee)
Tennessee
$134K 1,245 – –
FFA
933
Founders Financial Alliance
North Carolina
$134K 1,288 -36 -3%
APC
934
Aspire Private Capital
North Carolina
$133K 1,279 +1,273 +21,217%
BTI
935
Blue Trust Inc
Georgia
$128K 1,191 -383 -24%
Citadel Advisors
936
Citadel Advisors
Florida
$124K 1,198 -89,068 -99%
LJHT
937
Laurie J. Hall Trustee
$124K 1,200 – –
DJSG
938
D.J. St. Germain
Massachusetts
$121K 1,170 – –
AIC
939
Archer Investment Corporation
Indiana
$119K 1,152 -75 -6%
WWP
940
WR Wealth Planners
Missouri
$115K 1,108 +1,108 New
HCA
941
Heck Capital Advisors
Wisconsin
$112K 1,084 -417 -28%
CYG
942
Clean Yield Group
Vermont
$108K 1,040 – –
HFS
943
HBC Financial Services
Washington
$106K 1,023 – –
HBT
944
Hills Bank & Trust
Iowa
$105K 1,015 -200 -16%
KFI
945
Key Financial Inc
Pennsylvania
$104K 1,006 +40 +4%
WT
946
Whittier Trust
California
$104K 1,004 – –
CMBA
947
C.M. Bidwell & Associates
Hawaii
$103K 991 -126 -11%
CWM
948
Compass Wealth Management
Connecticut
$98.5K 950 – –
RA
949
Rise Advisors
New York
$95.2K 918 -187 -17%
CWC
950
Carolinas Wealth Consulting
North Carolina
$94.4K 918 +10 +1%
36 37
38
39 40