TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$427M
3
EW
3
Evoke Wealth
California
$122M
4
SLI
4
Sumitomo Life Insurance
Japan
$102M
5
3AM
5
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
3
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
951
Princeton Global Asset Management
New Jersey
$773 7 – –
FWP
952
FAS Wealth Partners
Kansas
$754 7 – –
MIM
953
Macroview Investment Management
Maryland
$647 6 – –
CTWM
954
Cherry Tree Wealth Management
Minnesota
$332 3 – –
PS
955
PayPay Securities
Japan
$110 1 -6 -86%
VWM
956
Valley Wealth Managers
New Jersey
$99 1 – –
1IA
957
1620 Investment Advisors
Massachusetts
– – -5 Closed
Charles Schwab
958
Charles Schwab
California
– – -3,338,646 Closed
Schroder Investment Management Group
959
Schroder Investment Management Group
United Kingdom
– – -636,224 Closed
MMI
960
Matson Money Inc
Ohio
– – -517,385 Closed
DWM
961
Dynasty Wealth Management
Florida
– – -383,424 Closed
Nisa Investment Advisors
962
Nisa Investment Advisors
Missouri
– – -257,100 Closed
I
963
INVST
Indiana
– – -205,716 Closed
SFC
964
Strategic Financial Concepts
Texas
– – -193,711 Closed
SIA
965
Strategic Investment Advisors
Michigan
– – -126,022 Closed
PCM
966
Penserra Capital Management
California
– – -94,634 Closed
ACP
967
Aveo Capital Partners
Colorado
– – -74,284 Closed
KFS
968
Kelly Financial Services
Massachusetts
– – -38,856 Closed
WCM
969
Windham Capital Management
Massachusetts
– – -35,720 Closed
APSPRSPT
970
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
– – -27,727 Closed
HIM
971
Hanlon Investment Management
New Jersey
– – -22,925 Closed
FEG
972
Fund Evaluation Group
Ohio
– – -21,311 Closed
SW
973
SteelPeak Wealth
California
– – -20,369 Closed
BFG
974
Buttonwood Financial Group
Missouri
– – -16,773 Closed
PFA
975
Pettinga Financial Advisors
Indiana
– – -14,810 Closed
37 38
39
40 41