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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$180M
2
BlackRock
2
BlackRock
New York
$3.8B
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
4
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
EW
3
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$302M
5
MMI
5
Matson Money Inc
Ohio
$55.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$15.5M 145,244 -2,158 -1%
HWA
77
Heartwood Wealth Advisors
Virginia
$15.2M 142,636 +2,373 +2%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$15.2M 142,343 -3,438 -2%
LL
79
LWMG LLC
Minnesota
$15.2M 142,238 +10,778 +8%
LFS
80
Lutz Financial Services
Nebraska
$14.1M 132,446 -6,568 -5%
Creative Planning
81
Creative Planning
Kansas
$14M 130,978 -19,693 -13%
PCIA
82
Prime Capital Investment Advisors
Kansas
$14M 130,775 -10,213 -7%
EFG
83
Ethos Financial Group
Pennsylvania
$13.7M 128,206 +7,346 +6%
SIA
84
Strategic Investment Advisors
Michigan
$13.5M 126,022 +126,022 New
DC
85
Dorval Corp
Minnesota
$13.4M 125,689 +6,396 +5%
IWS
86
Insight Wealth Strategies
California
$13.3M 124,413 +2,143 +2%
Citigroup
87
Citigroup
New York
$13M 121,436 +47,778 +65%
FIA
88
Foundations Investment Advisors
Arizona
$13M 121,395 +13,024 +12%
Mariner
89
Mariner
Kansas
$12.9M 120,710 -84,848 -41%
RFA
90
RTD Financial Advisors
Pennsylvania
$12.5M 117,165 +3,394 +3%
SP
91
Sequent Planning
Nebraska
$12.4M 117,204 +7,368 +7%
CST
92
Charles Schwab Trust
Nevada
$12.3M 115,245 +1,140 +1%
CA
93
Cambridge Associates
Massachusetts
$12.3M 114,840 +109,084 +1,895%
Legacy Financial Group (Iowa)
94
Legacy Financial Group (Iowa)
Iowa
$12.1M 113,687 -479 -0.4%
BWA
95
BlueSky Wealth Advisors
North Carolina
$11.4M 106,551 +8,315 +8%
FBB
96
Fulton Breakefield Broenniman
Maryland
$11.1M 103,925 -5,351 -5%
TFCP
97
Twin Focus Capital Partners
Massachusetts
$11M 103,445 +34,691 +50%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$10.8M 101,534 -64 -0.1%
WFL
99
Wealth Forward LLC
North Dakota
$10.8M 100,726 +673 +0.7%
KAS
100
Kestra Advisory Services
Texas
$10.7M 120,165 -1,066 -0.9%
2 3
4
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