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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 %
PMFA
1101
Plante Moran Financial Advisors
Michigan
$207 2 +2 New
TAIM
1102
TD Ameritrade Investment Management
Nebraska
– – -405,166 Closed
SA
1103
Stewardship Advisors
Pennsylvania
– – -198,601 Closed
Janney Montgomery Scott
1104
Janney Montgomery Scott
Pennsylvania
– – -175,212 Closed
BHCM
1105
Brevan Howard Capital Management
Jersey
– – -117,600 Closed
AIA
1106
Acute Investment Advisory
Arizona
– – -107,777 Closed
PG
1107
Prostatis Group
Maryland
– – -107,728 Closed
Marshall Wace
1108
Marshall Wace
United Kingdom
– – -62,800 Closed
Susquehanna International Group
1109
Susquehanna International Group
Pennsylvania
– – -51,440 Closed
Toronto Dominion Bank
1110
Toronto Dominion Bank
Ontario, Canada
– – -50,000 Closed
AL
1111
ADE LLC
Maryland
– – -38,608 Closed
LG
1112
LaFleur & Godfrey
Michigan
– – -31,130 Closed
VRM
1113
Vectors Research Management
New York
– – -23,873 Closed
SHFP
1114
Second Half Financial Partners
Florida
– – -19,884 Closed
CC
1115
Centiva Capital
New York
– – -19,000 Closed
SGI
1116
Summit Global Investments
Utah
– – -14,223 Closed
SI
1117
Saxon Interests
Texas
– – -13,600 Closed
BBP
1118
Banco BTG Pactual
Brazil
– – -10,500 Closed
SWG
1119
Summit Wealth Group
Vermont
– – -9,426 Closed
AWM
1120
Aprio Wealth Management
Georgia
– – -9,168 Closed
MC
1121
Minot Capital
Colorado
– – -8,563 Closed
LSPW
1122
Lake Street Private Wealth
Illinois
– – -8,492 Closed
SA
1123
Scarborough Advisors
Maryland
– – -8,279 Closed
ACM
1124
Arlington Capital Management
Illinois
– – -8,248 Closed
KWM
1125
Kaydan Wealth Management
Michigan
– – -7,958 Closed
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