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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 %
WFG
1026
Wills Financial Group
Virginia
$168K -$48K -13,288 -22%
TSWM
1027
Tyler-Stone Wealth Management
Ohio
$160K -$2.87K -27 -2%
FRA
1028
Front Row Advisors
California
$152K -$77.1K -723 -34%
WT
1029
Whittier Trust
California
$149K -$147K -1,383 -50%
CMBA
1030
C.M. Bidwell & Associates
Hawaii
$148K -$9.9K -93 -6%
S
1031
SignatureFD
Georgia
$145K -$2.98K -28 -2%
AC
1032
AlphaCore Capital
California
$145K +$27.8K +261 +24%
Allspring Global Investments
1033
Allspring Global Investments
North Carolina
$143K – – –
FFA
1034
Founders Financial Alliance
North Carolina
$142K -$25.4K -239 -15%
CSWG
1035
Cardinal Strategic Wealth Guidance
Kentucky
$133K -$536K -5,035 -80%
HBT
1036
Hills Bank & Trust
Iowa
$129K – – –
BLC
1037
Brown, Lisle/Cummings
Rhode Island
$129K +$31.9K +300 +33%
LJHT
1038
Laurie J. Hall Trustee
$128K – – –
BC
1039
Barrett & Company
Rhode Island
$128K – – –
CAL
1040
Capital Analysts LLC
Pennsylvania
$125K -$248K -2,331 -66%
RFA
1041
Resurgent Financial Advisors
Georgia
$123K -$146K -1,371 -54%
AFG
1042
Albion Financial Group
Utah
$122K +$11.7K +110 +11%
FGAM
1043
Financial Gravity Asset Management
Texas
$116K -$1.96M -1,784 -94%
ST
1044
Smithfield Trust
Pennsylvania
$116K – – –
RBC
1045
Romano Brothers & Co
Illinois
$111K +$111K +1,041 New
JFGIW
1046
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K -$21.9K -206 -17%
HFS
1047
HBC Financial Services
Washington
$109K -$1.49K -14 -1%
EWA
1048
EverSource Wealth Advisors
Alabama
$103K -$215K -2,018 -68%
TWA
1049
TCI Wealth Advisors
Arizona
$101K -$2.02K -19 -2%
CWM
1050
Compass Wealth Management
Connecticut
$101K +$101K +950 New
40 41
42
43 44