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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 %
PIA
1026
Perennial Investment Advisors
California
$258K +$258K +2,269 New
RT
1027
Rockland Trust
Massachusetts
$257K -$297K -2,600 -54%
TBWA
1028
Three Bridge Wealth Advisors
California
$257K – – –
TWM
1029
Trinity Wealth Management
Pennsylvania
$255K +$255K +2,235 New
TSWM
1030
Tyler-Stone Wealth Management
Ohio
$254K -$4.21K -37 -2%
PWLP
1031
Prio Wealth Limited Partnership
Massachusetts
$252K +$4.1K +36 +2%
SWM
1032
Selective Wealth Management
Virginia
$252K +$18.8K +165 +8%
VWM
1033
Valley Wealth Managers
New Jersey
$251K +$251K +2,202 New
EW
1034
Element Wealth
Mississippi
$250K +$5.35K +47 +2%
FFG
1035
Fullen Financial Group
Ohio
$249K +$6.37K +56 +3%
AIC
1036
Archer Investment Corporation
Indiana
$248K +$114 +1 +0%
SIC
1037
Salem Investment Counselors
North Carolina
$246K +$228 +2 +0.1%
EWM
1038
Endowment Wealth Management
Wisconsin
$244K +$49.2K +432 +25%
AWM
1039
Adams Wealth Management
Utah
$243K -$45.4K -399 -16%
KM
1040
Kalos Management
Georgia
$243K -$31.4K -275 -11%
WWM
1041
Windsor Wealth Management
Indiana
$243K +$4.33K +38 +2%
SWA
1042
SOA Wealth Advisors
New York
$243K +$14.8K +130 +6%
DWA
1043
Delos Wealth Advisors
Texas
$241K -$1.75M -15,418 -88%
IP
1044
Intellectus Partners
California
$239K -$132K -1,162 -36%
EI
1045
Ellevest Inc
New York
$239K – – –
SB
1046
Sunflower Bank
Texas
$237K -$122K -1,070 -34%
LWM
1047
Loveless Wealth Management
Montana
$237K -$56.4K -495 -19%
TCM
1048
TD Capital Management
Tennessee
$236K +$6.03K +53 +3%
TAM
1049
Todd Asset Management
Kentucky
$235K – – –
EL
1050
EQ LLC
Washington
$235K +$235K +2,065 New
40 41
42
43 44