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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 %
V
1126
Veritable
Delaware
– – -7,080 Closed
FA
1127
Fortis Advisors
Pennsylvania
– – -6,957 Closed
RC
1128
Roundview Capital
New Jersey
– – -6,038 Closed
SFA
1129
Source Financial Advisors
New York
– – -5,940 Closed
VC
1130
Vicus Capital
Pennsylvania
– – -5,116 Closed
MIM
1131
Merrion Investment Management
New Jersey
– – -4,950 Closed
EP
1132
Edgestream Partners
New Jersey
– – -4,690 Closed
GAA
1133
Global Assets Advisory
Florida
– – -4,301 Closed
LC
1134
LCNB Corp
Ohio
– – -4,046 Closed
TAM
1135
Titleist Asset Management
Texas
– – -3,862 Closed
CCA
1136
Catalyst Capital Advisors
New York
– – -3,645 Closed
MCP
1137
Mirador Capital Partners
California
– – -3,614 Closed
CB
1138
Cadence Bank
Mississippi
– – -3,434 Closed
TA
1139
TFB Advisors
Kansas
– – -3,244 Closed
JCM
1140
Janney Capital Management
Pennsylvania
– – -3,242 Closed
VAS
1141
Vestmark Advisory Solutions
Massachusetts
– – -3,132 Closed
IIM
1142
InTrack Investment Management
Vermont
– – -2,980 Closed
M1FG
1143
Mach-1 Financial Group
Arkansas
– – -2,888 Closed
GCM
1144
Gallacher Capital Management
Colorado
– – -2,876 Closed
IPW
1145
Inlet Private Wealth
Florida
– – -2,855 Closed
FWM
1146
Fingerlakes Wealth Management
New York
– – -2,837 Closed
SSG
1147
Summit Securities Group
New York
– – -2,820 Closed
DPI
1148
Diversified Portfolios Inc
Michigan
– – -2,722 Closed
WW
1149
Westshore Wealth
California
– – -2,635 Closed
CCT
1150
Capital City Trust
Florida
– – -2,582 Closed
44 45
46
47 48