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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$427M
3
EW
3
Evoke Wealth
California
$122M
4
SLI
4
Sumitomo Life Insurance
Japan
$102M
5
3AM
5
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
3
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KFA
1001
Kelleher Financial Advisors
New York
– – -4,990 Closed
JC
1002
JB Capital
Connecticut
– – -4,907 Closed
PCS
1003
Personal CFO Solutions
New Jersey
– – -4,296 Closed
AWP
1004
Avid Wealth Partners
Texas
– – -4,221 Closed
IA
1005
IFG Advisory
Georgia
– – -3,968 Closed
MIS
1006
Morningstar Investment Services
Illinois
– – -3,876 Closed
SPAS
1007
Spectrum Planning & Advisory Services
California
– – -3,612 Closed
MC
1008
Mathes Company
New York
– – -3,500 Closed
ACM
1009
Advisors Capital Management
New Jersey
– – -3,416 Closed
SFS
1010
Summit Financial Strategies
Ohio
– – -3,212 Closed
BPAMU
1011
BTG Pactual Asset Management US
New York
– – -3,085 Closed
MLA
1012
My Legacy Advisors
Oregon
– – -3,001 Closed
BAM
1013
BTS Asset Management
Massachusetts
– – -2,999 Closed
GWANC
1014
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -2,945 Closed
VCM
1015
Virtue Capital Management
Tennessee
– – -2,880 Closed
PW
1016
Peninsula Wealth
California
– – -2,864 Closed
QWM
1017
Quadcap Wealth Management
Texas
– – -2,826 Closed
SW
1018
SVB Wealth
Massachusetts
– – -2,721 Closed
JPLA
1019
Joseph P. Lucia & Associates
New York
– – -2,619 Closed
CWS
1020
Cypress Wealth Services
California
– – -2,600 Closed
Vanguard Group
1021
Vanguard Group
Pennsylvania
– – -2,589 Closed
AWE
1022
Avidian Wealth Enterprises
Texas
– – -2,569 Closed
BA
1023
Bard Associates
Illinois
– – -2,480 Closed
TWM
1024
Tradition Wealth Management
Minnesota
– – -2,455 Closed
MWM
1025
Maripau Wealth Management
Indiana
– – -2,282 Closed
39 40
41
42 43