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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 %
Citigroup
76
Citigroup
New York
$17.3M 167,039 +49,327 +42%
LFS
77
Lutz Financial Services
Nebraska
$17.1M 165,304 -25,712 -13%
G
78
GenTrust
Florida
$17.1M 165,152 -10,027 -6%
CWP
79
Cyndeo Wealth Partners
Florida
$16.8M 162,053 +5,475 +3%
SIA
80
Strategic Investment Advisors
Michigan
$16.7M 161,237 +161,237 New
US Bancorp
81
US Bancorp
Minnesota
$16.6M 167,788 +54,954 +49%
AWS
82
Atria Wealth Solutions
New York
$15.9M 153,526 +41,072 +37%
CC
83
Carlson Capital
Texas
$15.6M 150,000 +100,000 +200%
Prudential Financial
84
Prudential Financial
New Jersey
$15.5M 149,726 -68,028 -31%
IFAM
85
Institutional & Family Asset Management
Colorado
$15.2M 146,936 +668 +0.5%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$15.1M 145,352 -38,017 -21%
TC
87
TownSquare Capital
Utah
$14.9M 143,522 +134,625 +1,513%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$14M 132,174 +12,774 +11%
FBB
89
Fulton Breakefield Broenniman
Maryland
$13.8M 133,148 -8,051 -6%
CL
90
CIM LLC
New York
$13.8M 132,817 +5,079 +4%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$13.5M 130,626 -7,338 -5%
TFA
92
Transamerica Financial Advisors
Florida
$13.5M 130,065 +58,631 +82%
Comerica Bank
93
Comerica Bank
Texas
$13.3M 127,851 +127,851 New
SWM
94
Spire Wealth Management
Virginia
$13.1M 126,021 +14,567 +13%
AF
95
Advisornet Financial
Minnesota
$13M 125,497 +6,735 +6%
LL
96
LWMG LLC
Minnesota
$12.7M 122,029 +4,533 +4%
KAS
97
Kestra Advisory Services
Texas
$12.5M 120,583 +5,282 +5%
Cerity Partners
98
Cerity Partners
New York
$12.2M 117,829 -51,423 -30%
CST
99
Charles Schwab Trust
Nevada
$12.1M 116,261 +7,840 +7%
CAS
100
CTC Alternative Strategies
Illinois
$12M 116,000 +116,000 New
2 3
4
5 6