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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$15.8M 147,402 -54,637 -27%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$15.7M 145,781 -35,702 -20%
CL
78
CIM LLC
New York
$15.3M 142,469 +6,157 +5%
PCIA
79
Prime Capital Investment Advisors
Kansas
$15.1M 140,988 -7,509 -5%
HWA
80
Heartwood Wealth Advisors
Virginia
$15.1M 140,263 +6,867 +5%
LFS
81
Lutz Financial Services
Nebraska
$14.9M 139,014 -2,341 -2%
LL
82
LWMG LLC
Minnesota
$14.1M 131,460 +5,191 +4%
AAS
83
Avantax Advisory Services
Texas
$13.6M 127,024 +29,808 +31%
Cerity Partners
84
Cerity Partners
New York
$13.4M 124,558 -25,855 -17%
EFG
85
Ethos Financial Group
Pennsylvania
$13.2M 120,860 +5,396 +5%
IWS
86
Insight Wealth Strategies
California
$13.1M 122,270 +2,358 +2%
KAS
87
Kestra Advisory Services
Texas
$13M 121,231 +12,394 +11%
DC
88
Dorval Corp
Minnesota
$12.7M 119,293 +3,066 +3%
Legacy Financial Group (Iowa)
89
Legacy Financial Group (Iowa)
Iowa
$12.3M 114,166 +105,825 +1,269%
CST
90
Charles Schwab Trust
Nevada
$12.3M 114,105 -1,593 -1%
RFA
91
RTD Financial Advisors
Pennsylvania
$12.2M 113,771 +3,337 +3%
SP
92
Sequent Planning
Nebraska
$11.8M 109,836 +109,836 New
FBB
93
Fulton Breakefield Broenniman
Maryland
$11.7M 109,276 -10,813 -9%
FIA
94
Foundations Investment Advisors
Arizona
$11.6M 108,371 +11,182 +12%
Mirae Asset Global Investments
95
Mirae Asset Global Investments
South Korea
$11.5M 106,944 +14,000 +15%
AWS
96
Atria Wealth Solutions
New York
$11.4M 105,671 -5,062 -5%
RG
97
Rathbones Group
United Kingdom
$11.3M 105,044 -2,768 -3%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$10.9M 101,598 -128,192 -56%
MOS
99
MGO One Seven
Ohio
$10.8M 101,005 -1,892 -2%
FAM
100
Frontier Asset Management
Wyoming
$10.8M 100,715 -1,490 -1%
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4
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