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iShares TIPS Bond ETF

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
Holders Change %
0%
% of All Funds
16.05%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
926
Mowery & Schoenfeld Wealth Management
Illinois
$132K +$132K +1,230 New
BCMLT
927
Beacon Capital Management LLC (Tennessee)
Tennessee
$130K +$1.14K +11 +0.9%
LJHT
928
Laurie J. Hall Trustee
$129K
TSWM
929
Tyler-Stone Wealth Management
Ohio
$123K -$22K -205 -15%
AFWM
930
Abich Financial Wealth Management
Virginia
$115K +$115K +1,072 New
VWWMG
931
Vermillion & White Wealth Management Group
Pennsylvania
$114K +$114K +1,062 New
HBT
932
Hills Bank & Trust
Iowa
$109K
HCA
933
Heck Capital Advisors
Wisconsin
$107K -$9.89K -92 -8%
MWM
934
Mascoma Wealth Management
New Hampshire
$105K -$52.8K -491 -33%
Jones Financial Companies
935
Jones Financial Companies
Missouri
$105K +$105K +975 New
WT
936
Whittier Trust
California
$104K -$4.09K -38 -4%
AIM
937
Acropolis Investment Management
Missouri
$103K +$103K +962 New
CWM
938
Compass Wealth Management
Connecticut
$102K
CPG
939
Cornerstone Planning Group
New Jersey
$102K -$87.6K -815 -46%
CWC
940
Carolinas Wealth Consulting
North Carolina
$99.4K +$752 +7 +0.8%
AIA
941
Armor Investment Advisors
North Carolina
$97.8K
FWM
942
Focused Wealth Management
New York
$93.6K +$28.2K +262 +43%
PCMC
943
Private Capital Management (Colorado)
Colorado
$91.3K +$1.29K +12 +1%
BCV
944
Banque Cantonale Vaudoise
Switzerland
$91K
VWM
945
Venturi Wealth Management
Texas
$87.7K -$255K -2,373 -74%
EWA
946
Elevate Wealth Advisory
Georgia
$85.6K +$85.6K +796 New
DAC
947
Dividend Assets Capital
South Carolina
$85K -$161K -1,500 -65%
GI
948
Gradient Investments
Minnesota
$83.1K +$1.08K +10 +1%
SL
949
Salomon & Ludwin
Virginia
$83K
CTWM
950
Cherry Tree Wealth Management
Minnesota
$79.8K