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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$401M
2
Bank of America
2
Bank of America
North Carolina
$1.47B
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$0
4
Jane Street
4
Jane Street
New York
$240M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1001
Amplius Wealth Advisors
Pennsylvania
$207K -$752K -7,064 -78%
CNC
1002
Citizens & Northern Corp
Pennsylvania
$206K – – –
AFA
1003
Atlas Financial Advisors
California
$206K -$8.62K -81 -4%
CPP
1004
Capasso Planning Partners
South Carolina
$204K +$745 +7 +0.4%
RW
1005
Regimen Wealth
Georgia
$204K +$204K +1,926 New
OFW
1006
Omnia Family Wealth
Florida
$204K +$204K +1,916 New
JFG
1007
Jefferies Financial Group
New York
$203K +$203K +1,911 New
VCM
1008
Viewpoint Capital Management
Washington
$203K – – –
WTFG
1009
Wells Trecaso Financial Group
Ohio
$202K +$202K +1,902 New
TYCC
1010
Texas Yale Capital Corp
Florida
$202K +$202K +1,900 New
PCWA
1011
Pacific Capital Wealth Advisors
California
$202K +$202K +1,899 New
RIA
1012
Richwood Investment Advisors
Ohio
$202K +$202K +1,895 New
NEPWA
1013
New England Private Wealth Advisors
Massachusetts
$202K +$202K +1,894 New
CIA
1014
Choate Investment Advisors
Massachusetts
$200K -$10.6K -100 -5%
PIA
1015
Powell Investment Advisors
Florida
$198K – – –
PH
1016
Pinnacle Holdings
Oklahoma
$197K – – –
RA
1017
Rise Advisors
New York
$193K +$745 +7 +0.4%
VWM
1018
Valley Wealth Managers
New Jersey
$187K -$31.7K -298 -15%
TA
1019
Tectonic Advisors
Texas
$187K -$2.45K -23 -1%
WB
1020
Webster Bank
Connecticut
$186K -$4.8K -45 -3%
EW
1021
Element Wealth
Mississippi
$182K -$52.2K -490 -22%
SCA
1022
Stonebridge Capital Advisors
Minnesota
$181K -$6.49K -61 -3%
AIM
1023
Acropolis Investment Management
Missouri
$173K -$50K -470 -22%
AIA
1024
Armor Investment Advisors
North Carolina
$172K +$2.24K +21 +1%
NFSG
1025
Newbridge Financial Services Group
Florida
$172K -$67.8K -637 -28%
39 40
41
42 43