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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 %
RFA
1026
Resurgent Financial Advisors
Georgia
– – -2,268 Closed
SIC
1027
SFE Investment Counsel
California
– – -2,250 Closed
9WM
1028
9258 Wealth Management
Ohio
– – -2,086 Closed
MW
1029
Maia Wealth
Colorado
– – -2,052 Closed
KWM
1030
Keebeck Wealth Management
Illinois
– – -2,050 Closed
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
– – -2,008 Closed
SCM
1032
Spreng Capital Management
Ohio
– – -1,997 Closed
CWS
1033
Confluence Wealth Services
Pennsylvania
– – -1,997 Closed
MWM
1034
Mission Wealth Management
California
– – -1,996 Closed
BWM
1035
Bulltick Wealth Management
Florida
– – -1,979 Closed
TWP
1036
Tempus Wealth Planning
California
– – -1,913 Closed
Millennium Management
1037
Millennium Management
New York
– – -1,889 Closed
ATPW
1038
Ashton Thomas Private Wealth
Arizona
– – -1,115 Closed
AIM
1039
Acropolis Investment Management
Missouri
– – -962 Closed
TCCM
1040
Timber Creek Capital Management
Massachusetts
– – -868 Closed
LWCFA
1041
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -831 Closed
OWA
1042
Opal Wealth Advisors
New York
– – -490 Closed
BWAM
1043
Boyd Watterson Asset Management
Ohio
– – -470 Closed
GI
1044
Gradient Investments
Minnesota
– – -335 Closed
C
1045
Covestor
United Kingdom
– – -319 Closed
APC
1046
Aspire Private Capital
North Carolina
– – -277 Closed
SFA
1047
Semmax Financial Advisors
North Carolina
– – -228 Closed
MPCG
1048
Matrix Private Capital Group
New York
– – -225 Closed
FPF
1049
First Pacific Financial
Washington
– – -224 Closed
VAG
1050
VisionPoint Advisory Group
Texas
– – -208 Closed
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