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iShares TIPS Bond ETF
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Overview Fund Activity

1,217 hedge funds and large institutions have $16.9B invested in iShares TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 348 increasing their positions, 622 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
-69
Holders Change %
-5.37%
% of All Funds
21.04%
Holding in Top 10
96
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.52%
% of All Funds
1.66%
New
85
Increased
348
Reduced
622
Closed
132
Calls
$205M
Puts
$26M
Net Calls
+$179M
Net Calls Change
+$1.55B

Top Buyers

1
Jane Street
Jane Street
New York
$511M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$262M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$108M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$49.7M
5
SLI
Sumitomo Life Insurance
Japan
$118M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$281M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.04B
3
AssetMark Inc
AssetMark Inc
California
$7.16M
4
Bank of America
Bank of America
North Carolina
$1.75B
5
Morgan Stanley
Morgan Stanley
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
WMS
951
Wealth Management Solutions
Pennsylvania
$269K +$269K +2,565 New
RBFC
952
Roman Butler Fullerton & Co
Missouri
$268K -$22.6K -214 -8%
WHCI
953
W.H. Cornerstone Investments
Massachusetts
$265K +$265K +2,508 New
E
954
ETFidea
New York
$265K +$1.89K +18 +0.7%
IIC
955
Ironwood Investment Counsel
Arizona
$264K -$109K -1,039 -29%
RFA
956
Resurgent Financial Advisors
Georgia
$264K -$3.66K -35 -1%
MAM
957
McLean Asset Management
Virginia
$261K – – –
CWP
958
Concord Wealth Partners
Virginia
$260K -$606K -5,765 -70%
BA
959
Bard Associates
Illinois
$260K – – –
FBC
960
Fairfield, Bush & Co
Connecticut
$260K – – –
DWM
961
Destination Wealth Management
California
$258K -$1.47K -14 -0.6%
RCM
962
Raleigh Capital Management
North Carolina
$257K -$102K -974 -28%
APG
963
Abacus Planning Group
South Carolina
$255K – – –
EM
964
Excalibur Management
Massachusetts
$254K – – –
CCFM
965
Clear Creek Financial Management
Washington
$252K -$424K -4,048 -63%
PA
966
Parkside Advisors
California
$251K – – –
HWMA
967
Heritage Wealth Management (Arizona)
Arizona
$250K -$25K -238 -9%
TFS
968
TrustCore Financial Services
Tennessee
$249K – – –
TBWA
969
Three Bridge Wealth Advisors
California
$249K +$11.8K +112 +5%
JSW
970
Journey Strategic Wealth
New Jersey
$248K -$82.5K -787 -25%
KWA
971
Kellett Wealth Advisors
Ohio
$248K +$1.6K +15 +0.6%
EWM
972
Endowment Wealth Management
Wisconsin
$247K +$22.4K +214 +10%
HT
973
HighTower Trust
Texas
$246K +$246K +2,344 New
CHA
974
Cooper/Haims Advisors
New York
$245K – – –
ABC
975
Associated Banc-Corp
Wisconsin
$244K -$15.3K -145 -6%
37 38
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