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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
951
Blossom Wealth Management
California
$333K +$10.1K +89 +3%
NFSG
952
Newbridge Financial Services Group
Florida
$333K +$13.9K +122 +4%
RWM
953
RBA Wealth Management
California
$332K +$228 +2 +0.1%
MCM
954
Maryland Capital Management
Maryland
$331K +$76.1K +668 +30%
CA
955
Crewe Advisors
Utah
$330K – – –
WW
956
Westshore Wealth
California
$329K – – –
RW
957
Rede Wealth
Virginia
$328K -$591K -5,197 -64%
SCM
958
Spreng Capital Management
Ohio
$328K -$11.3K -100 -3%
DP
959
Dearborn Partners
Illinois
$327K -$149K -1,310 -31%
SBH
960
Segall Bryant & Hamill
Illinois
$325K +$325K +2,838 New
EAM
961
Empirical Asset Management
Massachusetts
$322K +$3.08K +27 +1%
SA
962
SAM Advisors
California
$320K -$58.7K -513 -15%
SIG
963
Stonegate Investment Group
Alabama
$319K -$44K -386 -12%
CCA
964
Cottonwood Capital Advisors
Utah
$319K – – –
OCM
965
One Capital Management
California
$318K -$46.6K -410 -13%
PWPS
966
Pinnacle Wealth Planning Services
Ohio
$318K -$14.3K -126 -4%
VBCG
967
Valley Brook Capital Group
Pennsylvania
$318K +$318K +2,800 New
WT
968
Whittier Trust
California
$317K -$84.9K -745 -21%
RBFC
969
Roman Butler Fullerton & Co
Missouri
$316K -$17.7K -154 -5%
YWP
970
YorkBridge Wealth Partners
New York
$311K +$342 +3 +0.1%
Lido Advisors
971
Lido Advisors
California
$310K -$42K -369 -12%
RWB
972
RMR Wealth Builders
New Jersey
$310K -$33.4K -293 -10%
HIS
973
Harvest Investment Services
Illinois
$309K +$309K +2,720 New
GCA
974
Gradient Capital Advisors
California
$308K – – –
EW
975
Emerson Wealth
Michigan
$306K +$245 +16 +0.1%
37 38
39
40 41