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iShares TIPS Bond ETF
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Overview Fund Activity

1,217 hedge funds and large institutions have $16.9B invested in iShares TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 348 increasing their positions, 622 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
-69
Holders Change %
-5.37%
% of All Funds
21.04%
Holding in Top 10
96
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.52%
% of All Funds
1.66%
New
85
Increased
348
Reduced
622
Closed
132
Calls
$205M
Puts
$26M
Net Calls
+$179M
Net Calls Change
+$1.55B

Top Buyers

1
Jane Street
1
Jane Street
New York
$511M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$262M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$108M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$49.7M
5
SLI
5
Sumitomo Life Insurance
Japan
$118M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$281M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.04B
3
AssetMark Inc
3
AssetMark Inc
California
$7.16M
4
Bank of America
4
Bank of America
North Carolina
$1.75B
5
Morgan Stanley
5
Morgan Stanley
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
OHIS
1001
Oak Harvest Investment Services
Texas
$223K +$223K +2,124 New
RW
1002
REDW Wealth
New Mexico
$222K -$27.8K -264 -11%
SWM
1003
Selective Wealth Management
Virginia
$222K -$10.6K -101 -5%
WCM
1004
Whitener Capital Management
North Carolina
$221K +$5.44K +52 +3%
LWANC
1005
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K -$472K -4,505 -68%
AIM
1006
Acropolis Investment Management
Missouri
$220K -$350K -3,330 -61%
IP
1007
Intellectus Partners
California
$220K – – –
EI
1008
Ellevest Inc
New York
$220K – – –
BFC
1009
Bedel Financial Consulting
Indiana
$219K +$6.02K +57 +3%
SB
1010
Sunflower Bank
Texas
$218K – – –
MCA
1011
MSH Capital Advisors
Arizona
$218K +$31.6K +301 +17%
GIA
1012
GHP Investment Advisors
Colorado
$217K -$54.7K -522 -20%
VWM
1013
Valley Wealth Managers
New Jersey
$216K -$15.5K -147 -7%
TAM
1014
Todd Asset Management
Kentucky
$216K – – –
AOWM
1015
Alpha Omega Wealth Management
Virginia
$215K – – –
3LCM
1016
3D/L Capital Management
Connecticut
$213K -$51.4K -491 -19%
NAM
1017
NTV Asset Management
West Virginia
$213K – – –
AFA
1018
Atlas Financial Advisors
California
$212K -$122K -1,163 -37%
PSF
1019
Pacific Sun Financial
California
$211K +$1.05K +10 +0.5%
WAOTB
1020
Wealth Advisors of Tampa Bay
Florida
$209K -$458K -4,372 -69%
W
1021
WealthOne
New York
$209K -$41.3K -393 -16%
SG
1022
Somerset Group
Minnesota
$209K – – –
Lazard Asset Management
1023
Lazard Asset Management
New York
$209K -$227K – –
MHS
1024
M Holdings Securities
Oregon
$208K -$127K -1,209 -38%
CIA
1025
Choate Investment Advisors
Massachusetts
$208K – – –
39 40
41
42 43