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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$522M
2
BlackRock
2
BlackRock
New York
$3.31B
3
AssetMark Inc
3
AssetMark Inc
California
$220M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$104M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$183M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$357M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$174M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
POIA
1076
Pin Oak Investment Advisors
Texas
$3K 25 – –
LB
1077
Legacy Bridge
Iowa
$2.91K 28 – –
IRC
1078
Investors Research Corp
Georgia
$2.9K 28 – –
GWANC
1079
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.7K 26 -97 -79%
SL
1080
Savior LLC
Massachusetts
$2.49K 24 – –
OC
1081
Oakworth Capital
Alabama
$2.28K 22 +22 New
LC
1082
Lindbrook Capital
California
$2.28K 22 +22 New
MA
1083
MCF Advisors
Kentucky
$2.18K 21 +21 New
SWA
1084
Sutton Wealth Advisors
Florida
$2.18K 21 – –
GWSA
1085
Global Wealth Strategies & Associates
Colorado
$2.07K 20 – –
CA
1086
Centerpoint Advisors
Massachusetts
$2K 20 – –
FMTCOCP
1087
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K 21 – –
GIP
1088
Granite Investment Partners
California
$1.87K 18 – –
AWM
1089
Abound Wealth Management
Tennessee
$1.66K 16 +16 New
MIM
1090
Macroview Investment Management
Maryland
$1.63K 16 -1 -6%
PS
1091
PayPay Securities
Japan
$1.56K 15 – –
FAM
1092
Family Asset Management
South Carolina
$1.35K 13 -68 -84%
EAM
1093
Eukles Asset Management
Ohio
$1.14K 11 – –
LOIP
1094
Live Oak Investment Partners
Texas
– – – –
AWM
1095
Aspire Wealth Management
Massachusetts
$1.14K 11 +11 New
PWA
1096
Provenance Wealth Advisors
Florida
$830 8 +8 New
RCM
1097
Rain Capital Management
Oregon
$776 7 – –
FWP
1098
FAS Wealth Partners
Kansas
$688 7 – –
HWP
1099
Hibernia Wealth Partners
Louisiana
$519 5 +5 New
BIA
1100
Bell Investment Advisors
California
$394 4 -5 -56%
42 43
44
45 46