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iShares TIPS Bond ETF
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Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$430M
2
EW
Evoke Wealth
California
$86.2M
3
BGDI
BW Gestao de Investimentos
Brazil
$74.3M
4
BM
Baymount Management
Florida
$64.9M
5
Barclays
Barclays
United Kingdom
$64.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$401M
2
Bank of America
Bank of America
North Carolina
$1.47B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$0
4
Jane Street
Jane Street
New York
$240M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
976
Whitener Capital Management
North Carolina
$225K +$106 +1 +0%
CCFM
977
Clear Creek Financial Management
Washington
$224K -$32.1K -302 -13%
EI
978
Ellevest Inc
New York
$224K – – –
WAS
979
WESPAC Advisors SoCal
California
$224K +$224K +2,100 New
RTL
980
Red Tortoise LLC
Georgia
$222K +$222K +2,089 New
BFC
981
Bedel Financial Consulting
Indiana
$222K +$958 +9 +0.4%
RGF
982
Retirement Guys Formula
Ohio
$221K +$221K +2,080 New
NB
983
Nicolet Bankshares
Wisconsin
$221K -$160K -1,506 -42%
SCA
984
Southern Capital Advisors
Tennessee
$220K -$21.7K -204 -9%
PWA
985
Providence Wealth Advisors
Illinois
$220K -$10.7K -100 -5%
TAM
986
Todd Asset Management
Kentucky
$219K – – –
AIC
987
Archer Investment Corporation
Indiana
$219K -$12.7K -119 -5%
NAM
988
NTV Asset Management
West Virginia
$216K – – –
SWA
989
Sax Wealth Advisors
New Jersey
$216K +$216K +2,031 New
CPG
990
Cornerstone Planning Group
New Jersey
$215K +$215K +1,967 New
AOWM
991
Alpha Omega Wealth Management
Virginia
$214K -$4.26K -40 -2%
SWA
992
SOA Wealth Advisors
New York
$214K -$19.1K -179 -8%
PIA
993
Panoramic Investment Advisors
Colorado
$214K +$214K +2,011 New
Lazard Asset Management
994
Lazard Asset Management
New York
$212K -$209K – –
SG
995
Somerset Group
Minnesota
$212K – – –
MHS
996
M Holdings Securities
Oregon
$211K -$426 -4 -0.2%
PWP
997
Principle Wealth Partners
Connecticut
$211K -$10.8K -101 -5%
QCIG
998
Quad-Cities Investment Group
Iowa
$210K -$379K -3,557 -64%
ECA
999
Elevated Capital Advisors
Utah
$209K – – –
REMPR
1000
Roof Eidam Maycock Peralta (REMP)
California
$208K – – –
38 39
40
41 42