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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 %
Two Sigma Investments
1076
Two Sigma Investments
New York
– – -5,930 Closed
AWMT
1077
AAFMAA Wealth Management & Trust
North Carolina
– – -5,309 Closed
EPM
1078
Elm Partners Management
Pennsylvania
– – -5,068 Closed
SCA
1079
SMH Capital Advisors
Texas
– – -4,744 Closed
AFIA
1080
America First Investment Advisors
Nebraska
– – -4,564 Closed
WWM
1081
Western Wealth Management
Colorado
– – -4,539 Closed
KV
1082
Kickstand Ventures
New York
– – -3,984 Closed
WP
1083
WealthPLAN Partners
Nebraska
– – -3,931 Closed
OWA
1084
Octavia Wealth Advisors
Ohio
– – -3,722 Closed
CWM
1085
Certus Wealth Management
California
– – -3,685 Closed
ACP
1086
Aveo Capital Partners
Colorado
– – -3,684 Closed
Bank of Nova Scotia
1087
Bank of Nova Scotia
Ontario, Canada
– – -3,561 Closed
GT
1088
Greenleaf Trust
Michigan
– – -3,513 Closed
MWM
1089
Moulton Wealth Management
Washington
– – -3,447 Closed
IWS
1090
Integrity Wealth Solutions
Colorado
– – -3,224 Closed
RSC
1091
Red Spruce Capital
Pennsylvania
– – -3,218 Closed
BFA
1092
Beacon Financial Advisory
Ohio
– – -3,064 Closed
VCM
1093
Virtue Capital Management
Tennessee
– – -3,004 Closed
RWA
1094
Redhawk Wealth Advisors
Minnesota
– – -2,995 Closed
LWM
1095
Laidlaw Wealth Management
New York
– – -2,929 Closed
FA
1096
Fiducient Advisors
Illinois
– – -2,887 Closed
IIC
1097
Integrated Investment Consultants
Michigan
– – -2,756 Closed
LJAC
1098
L.J. Altfest & Co
New York
– – -2,732 Closed
WAG
1099
Wheelhouse Advisory Group
Missouri
– – -2,629 Closed
SL
1100
SWMG LLC
Texas
– – -2,614 Closed
42 43
44
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