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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
3
Evoke Wealth
California
$131M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$500M
2
CWM
2
Campbell Wealth Management
Virginia
$215K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
951
Cape Investment Advisory
Georgia
$26.4K -$2.69K -25 -9%
AIA
952
Armor Investment Advisors
North Carolina
$25.7K -$72.1K -671 -74%
RG
953
Retirement Group
California
$25.3K -$26.4K -246 -51%
CCA
954
Criterion Capital Advisors
Tennessee
$24.1K – – –
EWP
955
Elevation Wealth Partners
California
$24.1K +$24.1K +224 New
ADL
956
Asset Dedication LLC
California
$24K -$15.4K -147 -39%
MSG
957
Main Street Group
Virginia
$23.9K +$10.5K +98 +78%
GC
958
Gould Capital
Washington
$23.2K – – –
FGA
959
Fortis Group Advisors
New Jersey
$23K -$32.9K -306 -59%
ATC
960
Advantage Trust Company
Kansas
$22K – – –
GTAM
961
Global Trust Asset Management
Florida
$21.8K – – –
CSC
962
Caldwell Sutter Capital
California
$21.2K -$1.07K -10 -5%
EWM
963
EPG Wealth Management
Georgia
$20.8K – – –
SFA
964
Semmax Financial Advisors
North Carolina
$20.3K -$29.4K -277 -59%
PSB
965
Piscataqua Savings Bank
New Hampshire
$20.1K +$322 +3 +2%
CHA
966
Carmichael Hill & Associates
Maryland
$20K -$2.26K -21 -10%
SIS
967
Sound Income Strategies
Florida
$19.9K -$19K -176 -49%
AC
968
Arjuna Capital
North Carolina
$19.5K +$19.5K +182 New
IBOK
969
Independence Bank of Kentucky
Kentucky
$18.8K – – –
CB
970
CNB Bank
Pennsylvania
$18.8K – – –
PO
971
Private Ocean
California
$18.7K -$13.5K -126 -42%
FF
972
Friedenthal Financial
New Jersey
$18.6K +$1.18K +11 +7%
HWP
973
Highline Wealth Partners
California
$18.6K +$18.6K +173 New
TC
974
Trust Company
Kansas
$18.3K – – –
BFS
975
Bare Financial Services
Pennsylvania
$16.7K +$16.7K +158 New
37 38
39
40 41