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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

Holders
1,095
Holders Change
–
Holders Change %
0%
% of All Funds
16.06%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.08B
2
SLI
2
Sumitomo Life Insurance
Japan
$68M
3
BlackRock
3
BlackRock
New York
$3.5B
4
3AM
4
3EDGE Asset Management
Florida
$63M
5
Fidelity International
5
Fidelity International
Bermuda
$119M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$332M
3
AssetMark Inc
3
AssetMark Inc
California
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$434M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$15.5M 144,541 -99,631 -41%
CWP
77
Cyndeo Wealth Partners
Florida
$15.5M 143,791 -18,262 -11%
LFS
78
Lutz Financial Services
Nebraska
$15.2M 141,355 -23,949 -14%
CL
79
CIM LLC
New York
$14.4M 136,312 +3,495 +3%
HWA
80
Heartwood Wealth Advisors
Virginia
$14.3M 133,396 +133,396 New
LL
81
LWMG LLC
Minnesota
$13.6M 126,269 +4,240 +3%
FBB
82
Fulton Breakefield Broenniman
Maryland
$12.9M 120,089 -13,059 -10%
IWS
83
Insight Wealth Strategies
California
$12.9M 119,912 +11,283 +10%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$12.8M 119,050 -56,012 -32%
DC
85
Dorval Corp
Minnesota
$12.5M 116,227 +116,227 New
CST
86
Charles Schwab Trust
Nevada
$12.4M 115,698 -563 -0.5%
EFG
87
Ethos Financial Group
Pennsylvania
$12.4M 115,464 +5,543 +5%
AWS
88
Atria Wealth Solutions
New York
$11.9M 110,733 -42,793 -28%
RFA
89
RTD Financial Advisors
Pennsylvania
$11.9M 110,434 -3,266 -3%
TC
90
TownSquare Capital
Utah
$11.8M 109,338 -34,184 -24%
KAS
91
Kestra Advisory Services
Texas
$11.7M 108,837 -11,746 -10%
RG
92
Rathbones Group
United Kingdom
$11.6M 107,812 +19,348 +22%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$11.6M 107,717 -22,909 -18%
US Bancorp
94
US Bancorp
Minnesota
$11.5M 107,396 -60,392 -36%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$11.4M 105,640 -7,307 -6%
DADC
96
D.A. Davidson & Co
Montana
$11.2M 103,923 -7,897 -7%
MOS
97
MGO One Seven
Ohio
$11.1M 102,897 -871 -0.8%
FAM
98
Frontier Asset Management
Wyoming
$11M 102,205 -11,565 -10%
SWM
99
Spire Wealth Management
Virginia
$11M 102,628 -23,393 -19%
CC
100
Cypress Capital
Tennessee
$11M 102,057 -3,568 -3%
2 3
4
5 6