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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
3
Evoke Wealth
California
$131M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$500M
2
CWM
2
Campbell Wealth Management
Virginia
$215K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
1026
Valley National Advisers
Pennsylvania
$2K 25 – –
FMTCOCP
1027
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K 21 – –
GIP
1028
Granite Investment Partners
California
$1.93K 18 – –
SL
1029
Salomon & Ludwin
Virginia
$1.83K 17 -783 -98%
NFSG
1030
Newbridge Financial Services Group
Florida
$1.5K 14 -200 -93%
FIM
1031
Fernwood Investment Management
Massachusetts
$1.24K 12 +12 New
EAM
1032
Eukles Asset Management
Ohio
$1.18K 11 – –
AWM
1033
Aspire Wealth Management
Massachusetts
$1.18K 11 – –
ACM
1034
Anfield Capital Management
California
$1.07K 10 +10 New
GWSA
1035
Global Wealth Strategies & Associates
Colorado
$967 9 -5 -36%
RCM
1036
Rain Capital Management
Oregon
$811 8 – –
FWP
1037
FAS Wealth Partners
Kansas
$718 7 – –
MIM
1038
Macroview Investment Management
Maryland
$617 6 -10 -63%
DWA
1039
Delos Wealth Advisors
Texas
$538 5 -104 -95%
PWA
1040
Provenance Wealth Advisors
Florida
$430 4 – –
CTWM
1041
Cherry Tree Wealth Management
Minnesota
$323 3 -739 -100%
VWM
1042
Valley Wealth Managers
New Jersey
$96 1 – –
BIA
1043
Bell Investment Advisors
California
– – -4 Closed
Pictet Asset Management
1044
Pictet Asset Management
Switzerland
– – -363,400 Closed
Toronto Dominion Bank
1045
Toronto Dominion Bank
Ontario, Canada
– – -75,000 Closed
ORAM
1046
One River Asset Management
Connecticut
– – -73,100 Closed
CGPCS
1047
Capital Group Private Client Services
California
– – -66,410 Closed
EC
1048
Estate Counselors
Wisconsin
– – -62,728 Closed
ARC
1049
Advisor Resource Council
Texas
– – -42,716 Closed
WI
1050
WBI Investments
New Jersey
– – -25,189 Closed
40 41
42
43 44