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iShares TIPS Bond ETF
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Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$438M
2
Charles Schwab
Charles Schwab
California
+$144M
3
Barclays
Barclays
United Kingdom
+$143M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$134M
5
LPL Financial
LPL Financial
California
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$255M
2
Bank of America
Bank of America
North Carolina
-$206M
3
Morgan Stanley
Morgan Stanley
New York
-$187M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$124M
5
EW
Evoke Wealth
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
1001
Fairfield, Bush & Co
Connecticut
$282K – – –
ABC
1002
Associated Banc-Corp
Wisconsin
$280K -$19.2K -169 -6%
S
1003
SignatureFD
Georgia
$280K -$3.42K -30 -1%
AWA
1004
Arete Wealth Advisors
Illinois
$279K -$96.9K -851 -26%
MWM
1005
Mission Wealth Management
California
$277K -$684 -6 -0.2%
APG
1006
Abacus Planning Group
South Carolina
$277K – – –
EM
1007
Excalibur Management
Massachusetts
$276K – – –
FRA
1008
Front Row Advisors
California
$275K – – –
PFO
1009
Pathstone Family Office
New Jersey
$274K +$274K +2,406 New
PA
1010
Parkside Advisors
California
$272K – – –
TFS
1011
TrustCore Financial Services
Tennessee
$271K -$5.71K -50 -2%
W
1012
WealthOne
New York
$271K +$796 +7 +0.3%
RW
1013
REDW Wealth
New Mexico
$271K +$2.28K +20 +0.8%
BCPWM
1014
Bradley & Co Private Wealth Management
Florida
$270K -$852K -7,482 -76%
HC
1015
Hamilton Capital
Ohio
$267K +$22.1K +194 +9%
KIG
1016
Kowal Investment Group
Wisconsin
$267K +$267K +2,344 New
CHA
1017
Cooper/Haims Advisors
New York
$266K -$114K -1,000 -30%
TA
1018
TFG Advisers
Michigan
$265K +$3.41K +30 +1%
KWA
1019
Kellett Wealth Advisors
Ohio
$264K -$55.6K -487 -17%
RGF
1020
Retirement Guys Formula
Ohio
$263K -$2.2M -19,313 -89%
SCFS
1021
S.C. Financial Services
Arizona
$263K +$44.7K +392 +20%
AWM
1022
Altium Wealth Management
New York
$262K -$59.2K -520 -18%
TI
1023
tru Independence
Oregon
$259K -$240K -2,112 -48%
EHC
1024
Everett Harris & Co
California
$259K +$259K +2,278 New
RSC
1025
Red Spruce Capital
Pennsylvania
$258K +$258K +2,268 New
39 40
41
42 43