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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 %
RFA
1126
Resurgent Financial Advisors
Georgia
– – -1,572 Closed
OP
1127
ORG Partners
Indiana
– – -1,431 Closed
MSWM
1128
Mowery & Schoenfeld Wealth Management
Illinois
– – -1,230 Closed
FWM
1129
Focused Wealth Management
New York
– – -871 Closed
DAC
1130
Dividend Assets Capital
South Carolina
– – -791 Closed
NFA
1131
Northwest Financial Advisors
Virginia
– – -679 Closed
BWL
1132
Bogart Wealth LLC
Virginia
– – -600 Closed
AWM
1133
Able Wealth Management
New Jersey
– – -570 Closed
BC
1134
Belmont Capital
California
– – -540 Closed
SA
1135
Scarborough Advisors
Maryland
– – -479 Closed
KFP
1136
Keener Financial Planning
Texas
– – -367 Closed
RAM
1137
Riggs Asset Management
Pennsylvania
– – -312 Closed
BCM
1138
Bourgeon Capital Management
Connecticut
– – -301 Closed
LPP
1139
Life Planning Partners
Florida
– – -280 Closed
TCA
1140
Trifecta Capital Advisors
Illinois
– – -254 Closed
PGAM
1141
Princeton Global Asset Management
New Jersey
– – -151 Closed
TVAMP
1142
Tennessee Valley Asset Management Partners
Tennessee
– – -129 Closed
CA
1143
Clearstead Advisors
Ohio
– – -120 Closed
HCM
1144
Hollencrest Capital Management
California
– – -120 Closed
AI
1145
Arvest Investments
Arkansas
– – -119 Closed
ME
1146
McIlrath & Eck
Washington
– – -64 Closed
GIA
1147
Goodwin Investment Advisory
Georgia
– – -52 Closed
MSWM
1148
McGlone Suttner Wealth Management
Wisconsin
– – -49 Closed
DCM
1149
Davis Capital Management
Florida
– – -41 Closed
YAL
1150
Your Advocates Ltd
Texas
– – -39 Closed
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