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iShares TIPS Bond ETF
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Overview Fund Activity

1,090 hedge funds and large institutions have $16.5B invested in iShares TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 488 increasing their positions, 289 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+39
Holders Change %
+3.71%
% of All Funds
19.19%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
1.53%
New
139
Increased
488
Reduced
289
Closed
92
Calls
$63.3M
Puts
$40M
Net Calls
+$23.3M
Net Calls Change
-$842M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.81B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$315M
4
Bank of America
4
Bank of America
North Carolina
$2.15B
5
G
5
GenTrust
Florida
$60.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$190M
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
Man Group
3
Man Group
United Kingdom
$25M
4
Goldman Sachs
4
Goldman Sachs
New York
$28.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
951
Litman Gregory Wealth Management
California
$112K – – –
CTB
952
Country Trust Bank
Illinois
$112K +$4.02K +32 +4%
SIAP
953
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$109K -$118K -940 -52%
TWA
954
TCI Wealth Advisors
Arizona
$106K +$3.27K +26 +3%
CHA
955
Carmichael Hill & Associates
Maryland
$105K +$2.01K +16 +2%
SIC
956
Salem Investment Counselors
North Carolina
$100K +$12.6K +100 +14%
BDWM
957
Brewin Dolphin Wealth Management
Ireland
$99.1K +$99.1K +790 New
HFS
958
HBC Financial Services
Washington
$95.1K +$506 +4 +0.5%
BCM
959
Bourgeon Capital Management
Connecticut
$95K -$42.1K -337 -31%
TFA
960
Transamerica Financial Advisors
Florida
$90K -$38.5K -306 -30%
GAM
961
Gemmer Asset Management
California
$88K – – –
CFA
962
Carroll Financial Associates
North Carolina
$86K +$9.76K +78 +13%
ST
963
Smithfield Trust
Pennsylvania
$85K +$33.7K +268 +66%
CWA
964
Clearview Wealth Advisors
Oregon
$84K -$1.55M -12,400 -95%
TC
965
Trust Company
Kansas
$84K +$7.64K +61 +10%
BL
966
Balentine LLC
Georgia
$84K +$83.4K +663 +13,260%
CA
967
Clearstead Advisors
Ohio
$81K -$12.5K -100 -13%
EWA
968
Evolution Wealth Advisors
Florida
$80K – – –
RIM
969
Rockbridge Investment Management
New York
$78K – – –
CIAS
970
CBIZ Investment Advisory Services
Ohio
$75K -$44M – –
SBL
971
Sargent Bickham Lagudis
Colorado
$72K -$34.6K -277 -32%
KPCM
972
Kings Point Capital Management
New York
$70K -$10K -80 -13%
BC
973
Belmont Capital
California
$68K – – –
BBPWM
974
Blue Bell Private Wealth Management
Pennsylvania
$66K – – –
EFSCE
975
Enterprise Financial Services Corp (EFSC)
Missouri
$63K +$27.5K +217 +77%
37 38
39
40 41