TIP icon

iShares TIPS Bond ETF
TIP

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 %
HF
1126
HRT Financial
New York
– – -13,781 Closed
WFG
1127
Wills Financial Group
Virginia
– – -13,057 Closed
HPM
1128
Hoxton Planning & Management
West Virginia
– – -12,882 Closed
Verition Fund Management
1129
Verition Fund Management
Connecticut
– – -11,599 Closed
AG
1130
Ascent Group
Virginia
– – -11,105 Closed
DWA
1131
Dorsey Wright & Associates
California
– – -10,308 Closed
WIC
1132
Woodmont Investment Counsel
Tennessee
– – -9,666 Closed
PFA
1133
Pinnacle Family Advisors
Missouri
– – -9,526 Closed
PCS
1134
Personal CFO Solutions
New Jersey
– – -8,541 Closed
FMWA
1135
Forvis Mazars Wealth Advisors
Missouri
– – -8,490 Closed
CWM
1136
Connecticut Wealth Management
Connecticut
– – -8,476 Closed
MWM
1137
Meritas Wealth Management
California
– – -5,658 Closed
DFG
1138
Demars Financial Group
Washington
– – -5,566 Closed
TSS
1139
Two Sigma Securities
New York
– – -5,385 Closed
SCP
1140
Syntal Capital Partners
Texas
– – -5,267 Closed
HSA
1141
HBK Sorce Advisory
Pennsylvania
– – -4,835 Closed
SVWAG
1142
Sound View Wealth Advisors Group
Georgia
– – -4,769 Closed
State Street
1143
State Street
Massachusetts
– – -4,585 Closed
AWM
1144
Austin Wealth Management
Texas
– – -4,443 Closed
ATPW
1145
Ashton Thomas Private Wealth
Arizona
– – -4,415 Closed
UI
1146
Unconventional Investor
New Hampshire
– – -4,381 Closed
MPW
1147
MA Private Wealth
California
– – -4,285 Closed
WRPWM
1148
Werba Rubin Papier Wealth Management
California
– – -4,164 Closed
CIC
1149
Cutler Investment Counsel
Oregon
– – -3,679 Closed
Mitsubishi UFJ Trust & Banking
1150
Mitsubishi UFJ Trust & Banking
Japan
– – -3,650 Closed
44 45
46
47 48