TIP icon

iShares TIPS Bond ETF
TIP

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 %
CT
1051
Colonial Trust
South Carolina
$100K +$100K +940 New
BSB
1052
Bangor Savings Bank
Maine
$99K -$98.3K -925 -50%
AW
1053
Avion Wealth
Texas
$98K – – –
UB
1054
UMB Bank
Missouri
$98K – – –
FA
1055
Fiduciary Alliance
South Carolina
$97.4K +$97.4K +915 New
GI
1056
Gradient Investments
Minnesota
$97K -$53.3K -501 -35%
HPC
1057
HM Payson & Co
Maine
$95.8K +$10.6K +100 +13%
CWC
1058
Carolinas Wealth Consulting
North Carolina
$95.7K -$12.1K -114 -11%
FWM
1059
Focused Wealth Management
New York
$92.2K -$26.8M -252,210 -100%
CT
1060
Cambridge Trust
Massachusetts
$90K +$1.06K +10 +1%
CDIA
1061
Capital Directions Investment Advisors
Georgia
$89.8K +$89.8K +844 New
FA
1062
Faithward Advisors
Pennsylvania
$84.4K -$1.7K -16 -2%
SC
1063
Stephens Consulting
Michigan
$82.6K +$58.6K +551 +245%
ACA
1064
Atlas Capital Advisors
Wyoming
$82.2K +$4.05K +38 +5%
CTC
1065
Central Trust Company
Missouri
$79.8K -$6.39K -60 -7%
RLIM
1066
Red Lighthouse Investment Management
New York
$77.4K +$77.4K +727 New
HNWAG
1067
High Net Worth Advisory Group
Florida
$74.5K -$1.6K -15 -2%
Kayne Anderson Rudnick Investment Management
1068
Kayne Anderson Rudnick Investment Management
California
$73.8K +$107 +1 +0.1%
HBW
1069
Hazlett, Burt & Watson
West Virginia
$72K -$53.8K -514 -43%
MCM
1070
Manchester Capital Management
Vermont
$70.9K – – –
RCM
1071
Raleigh Capital Management
North Carolina
$67K -$194K -1,822 -74%
SWM
1072
Sugarloaf Wealth Management
Georgia
$66.4K -$29.8K -280 -31%
EWM
1073
EPG Wealth Management
Georgia
$62.8K -$7.03K -66 -10%
AWM
1074
Accurate Wealth Management
Florida
$62.1K -$288K -2,671 -82%
ACM
1075
AUA Capital Management
Pennsylvania
$62.1K – – –
41 42
43
44 45