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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 %
WFA
1151
WMG Financial Advisors
Tennessee
– – -2,564 Closed
CSIA
1152
Charles Schwab Investment Advisory
California
– – -2,514 Closed
KOC
1153
Koss-Olinger Consulting
Florida
– – -2,447 Closed
APG
1154
Abacus Planning Group
South Carolina
– – -2,428 Closed
PA
1155
Parkside Advisors
California
– – -2,390 Closed
JSW
1156
Journey Strategic Wealth
New Jersey
– – -2,374 Closed
HWM
1157
Howard Wealth Management
Connecticut
– – -2,275 Closed
RGC
1158
Roberts, Glore & Co
Illinois
– – -2,255 Closed
EHC
1159
Everett Harris & Co
California
– – -2,241 Closed
WWM
1160
Western Wealth Management
Colorado
– – -2,240 Closed
LMKC
1161
L.M. Kohn & Company
Ohio
– – -2,209 Closed
DWP
1162
Daymark Wealth Partners
Ohio
– – -2,131 Closed
CC
1163
Commons Capital
Massachusetts
– – -2,108 Closed
EI
1164
Ellevest Inc
New York
– – -2,100 Closed
ECA
1165
Elevated Capital Advisors
Utah
– – -1,968 Closed
RW
1166
Rede Wealth
Virginia
– – -1,944 Closed
CFP
1167
Cypress Financial Planning
New Jersey
– – -1,923 Closed
CFG
1168
Citizens Financial Group
Rhode Island
– – -1,922 Closed
OFW
1169
Omnia Family Wealth
Florida
– – -1,917 Closed
WCG
1170
Weaver Consulting Group
California
– – -1,909 Closed
WTFG
1171
Wells Trecaso Financial Group
Ohio
– – -1,902 Closed
OC
1172
Oarsman Capital
Wisconsin
– – -1,900 Closed
TYCC
1173
Texas Yale Capital Corp
Florida
– – -1,900 Closed
SWA
1174
Sax Wealth Advisors
New Jersey
– – -1,865 Closed
NCM
1175
Novare Capital Management
North Carolina
– – -1,860 Closed
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