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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

Holders
1,095
Holders Change
–
Holders Change %
0%
% of All Funds
16.06%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.08B
2
SLI
2
Sumitomo Life Insurance
Japan
$68M
3
BlackRock
3
BlackRock
New York
$3.5B
4
3AM
4
3EDGE Asset Management
Florida
$63M
5
Fidelity International
5
Fidelity International
Bermuda
$119M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$332M
3
AssetMark Inc
3
AssetMark Inc
California
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$434M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PWPCM
1101
Perella Weinberg Partners Capital Management
New York
– – -584,655 Closed
EW
1102
Evoke Wealth
California
– – -442,149 Closed
IG
1103
ING Group
Netherlands
– – -392,100 Closed
SIA
1104
Strategic Investment Advisors
Michigan
– – -161,237 Closed
CC
1105
Carlson Capital
Texas
– – -150,000 Closed
CAS
1106
CTC Alternative Strategies
Illinois
– – -116,000 Closed
DA
1107
Drake & Associates
Wisconsin
– – -101,192 Closed
ERIM
1108
Eagle Ridge Investment Management
Connecticut
– – -99,895 Closed
PG
1109
Proffitt & Goodson
Tennessee
– – -89,163 Closed
AFS
1110
Axiom Financial Strategies
Indiana
– – -74,481 Closed
PPP
1111
Private Portfolio Partners
New Jersey
– – -57,353 Closed
BMCM
1112
Burns Matteson Capital Management
New York
– – -41,908 Closed
GP
1113
Greenline Partners
New York
– – -35,246 Closed
HIM
1114
Hanlon Investment Management
New Jersey
– – -34,820 Closed
MCG
1115
McCollum Christoferson Group
New York
– – -30,271 Closed
MRC
1116
Millburn Ridgefield Corp
New York
– – -27,814 Closed
CIAS
1117
CFS Investment Advisory Services
New Jersey
– – -22,959 Closed
CS
1118
Credit Suisse
Switzerland
– – -21,989 Closed
WA
1119
Wealthstar Advisors
Texas
– – -19,218 Closed
ZIM
1120
Zacks Investment Management
Illinois
– – -19,171 Closed
Balyasny Asset Management
1121
Balyasny Asset Management
Illinois
– – -18,043 Closed
AIA
1122
Arrow Investment Advisors
Maryland
– – -16,929 Closed
LWA
1123
Lineweaver Wealth Advisors
Ohio
– – -15,180 Closed
TLFA
1124
True Link Financial Advisors
California
– – -14,033 Closed
CAGAS
1125
Capital Advisory Group Advisory Services
Minnesota
– – -13,809 Closed
43 44
45
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