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iShares TIPS Bond ETF
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Overview Fund Activity

1,216 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 679 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.62%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.23%
New
147
Increased
252
Reduced
679
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$430M
2
EW
2
Evoke Wealth
California
$86.2M
3
BGDI
3
BW Gestao de Investimentos
Brazil
$74.3M
4
BM
4
Baymount Management
Florida
$64.9M
5
Barclays
5
Barclays
United Kingdom
$64.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$401M
2
Bank of America
2
Bank of America
North Carolina
$1.47B
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$0
4
Jane Street
4
Jane Street
New York
$240M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1201
Sutton Wealth Advisors
Florida
$2.24K – – –
FMTCOCP
1202
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
CA
1203
Centerpoint Advisors
Massachusetts
$2K +$2K +20 New
KOMWMG
1204
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2K +$2K +20 New
BIA
1205
Bell Investment Advisors
California
$1.98K -$313 -3 -14%
KM
1206
Kalos Management
Georgia
$1.81K +$1.81K +17 New
MIM
1207
Macroview Investment Management
Maryland
$1.77K – – –
FAM
1208
Family Asset Management
South Carolina
$1.38K +$1.38K +13 New
LOIP
1209
Live Oak Investment Partners
Texas
$1.17K – – –
CP
1210
Castleview Partners
Texas
$1.06K – – –
TCWA
1211
Ten Capital Wealth Advisors
Washington
$1.06K – – –
FMP
1212
Financial Management Professionals
Texas
$1K – – –
CPFP
1213
Clear Perspectives Financial Planning
Ohio
$958 +$958 +9 New
AWM
1214
Abound Wealth Management
Tennessee
$958 +$958 +9 New
RCM
1215
Rain Capital Management
Oregon
$781 – – –
BA
1216
Bellwether Advisors
Nebraska
$745 – – –
FWP
1217
FAS Wealth Partners
Kansas
$692 +$198 +2 +40%
HWM
1218
HighMark Wealth Management
Minnesota
$593 – – –
WAM
1219
Worth Asset Management
Texas
$319 -$17.5K -165 -98%
NECFA
1220
New England Capital Financial Advisors
Connecticut
$19 – – –
Mitsubishi UFJ Trust & Banking
1221
Mitsubishi UFJ Trust & Banking
Japan
– -$281M -2,680,000 Closed
TA
1222
Townsend & Associates
Colorado
– -$30.8M -291,934 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1223
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$20.1M -191,300 Closed
SFS
1224
Strategic Financial Services
New York
– -$19.5M -185,640 Closed
FTUS
1225
Flow Traders U.S.
New York
– -$18.9M -180,012 Closed
47 48
49
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