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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$180M
2
BlackRock
2
BlackRock
New York
$3.8B
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
4
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
EW
3
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$302M
5
MMI
5
Matson Money Inc
Ohio
$55.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
1051
Grandview Asset Management
Pennsylvania
– – -7,803 Closed
FA
1052
Fagan Associates
New York
– – -7,617 Closed
OWA
1053
One Wealth Advisors
California
– – -7,549 Closed
BTWM
1054
Baker Tilly Wealth Management
Wisconsin
– – -7,417 Closed
LFA
1055
LifeGuide Financial Advisors
Pennsylvania
– – -6,384 Closed
VWM
1056
VCI Wealth Management
Missouri
– – -5,328 Closed
GSC
1057
Ground Swell Capital
South Carolina
– – -5,209 Closed
PS
1058
Portfolio Strategies
New York
– – -4,797 Closed
NB
1059
Northwest Bancshares
Pennsylvania
– – -4,679 Closed
HFRG
1060
Houlihan Financial Resource Group
Virginia
– – -4,332 Closed
WC
1061
Whitney & Co
New York
– – -4,103 Closed
CWA
1062
Clearview Wealth Advisors
Oregon
– – -4,058 Closed
Verition Fund Management
1063
Verition Fund Management
Connecticut
– – -4,000 Closed
FFG
1064
Foundry Financial Group
New Hampshire
– – -3,757 Closed
HIC
1065
Hartline Investment Corp
Illinois
– – -3,713 Closed
LA
1066
LVW Advisors
New York
– – -3,393 Closed
Brown Advisory
1067
Brown Advisory
Maryland
– – -3,367 Closed
SAW
1068
Signal Advisors Wealth
Michigan
– – -3,077 Closed
KFGK
1069
Keystone Financial Group (Kentucky)
Kentucky
– – -3,056 Closed
TIM
1070
Total Investment Management
Arizona
– – -2,809 Closed
GLA
1071
Good Life Advisors
Pennsylvania
– – -2,786 Closed
SW
1072
SlateStone Wealth
Florida
– – -2,738 Closed
MWM
1073
Meridian Wealth Management
Kentucky
– – -2,367 Closed
PPP
1074
Private Portfolio Partners
New Jersey
– – -2,196 Closed
RCS
1075
Retirement Capital Strategies
California
– – -2,141 Closed
41 42
43
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