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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 %
AIA
951
Armor Investment Advisors
North Carolina
$94.4K 910 +660 +264%
BCV
952
Banque Cantonale Vaudoise
Switzerland
$89K 850 -650 -43%
LAS
953
LWM Advisory Services
Florida
$87.5K 843 +843 New
PCMC
954
Private Capital Management (Colorado)
Colorado
$86.9K 838 -146 -15%
SL
955
Salomon & Ludwin
Virginia
$83K 800 +800 New
SC
956
Stephens Consulting
Michigan
$80.5K 776 – –
GI
957
Gradient Investments
Minnesota
$79.2K 763 +103 +16%
RCM
958
Raleigh Capital Management
North Carolina
$77.1K 743 +271 +57%
AW
959
Avion Wealth
Texas
$77K 743 -8,339 -92%
CTWM
960
Cherry Tree Wealth Management
Minnesota
$77K 742 -463 -38%
RLIM
961
Red Lighthouse Investment Management
New York
$75.4K 727 – –
NSG
962
Nalls Sherbakoff Group
Tennessee
$73.8K 711 – –
RWPA
963
Richard W. Paul & Associates
Michigan
$71.5K 689 – –
EWM
964
EPG Wealth Management
Georgia
$71.3K 688 +96 +16%
Kayne Anderson Rudnick Investment Management
965
Kayne Anderson Rudnick Investment Management
California
$70.6K 681 +3 +0.4%
LWCFA
966
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K 656 -120 -15%
HR
967
Howe & Rusling
New York
$67K 646 -372 -37%
QCG
968
Quadrant Capital Group
Ohio
$63.9K 616 +254 +70%
FWM
969
Focused Wealth Management
New York
$63.2K 609 -76 -11%
BWM
970
Baystate Wealth Management
Massachusetts
$62.8K 605 +564 +1,376%
CTC
971
Central Trust Company
Missouri
$62.2K 600 – –
CT
972
Colonial Trust
South Carolina
$58.2K 561 – –
BC
973
Belmont Capital
California
$56K 540 – –
BCM
974
Basso Capital Management
Connecticut
$54.3K 524 – –
BLC
975
Brown, Lisle/Cummings
Rhode Island
$51.9K 500 -333 -40%
37 38
39
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