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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.

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 %
DWA
101
Divergent Wealth Advisors
Utah
$14.4M -$2.5M -23,468 -15%
Legacy Financial Group (Iowa)
102
Legacy Financial Group (Iowa)
Iowa
$14.4M -$739K -6,944 -5%
SPC
103
Sigma Planning Corp
Michigan
$14M -$904K -8,496 -6%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$13.8M -$1.73M -16,286 -11%
CL
105
CIM LLC
New York
$13.6M +$1.12M +10,364 +9%
SPIA
106
Steward Partners Investment Advisory
New York
$13.4M -$4.75M -44,593 -26%
FHA
107
First Horizon Advisors
Tennessee
$13M -$5.27M -49,472 -29%
OWM
108
Olympus Wealth Management
Utah
$12.9M -$5.46M -51,272 -30%
WCM
109
Wavelength Capital Management
Connecticut
$12.8M -$4.6M -43,178 -26%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$12.4M -$3.09M -29,043 -20%
CST
111
Charles Schwab Trust
Nevada
$12.2M +$725K +6,808 +6%
DADC
112
D.A. Davidson & Co
Montana
$12M -$1.25M -11,708 -9%
FAM
113
Frontier Asset Management
Wyoming
$11.5M +$10.5M +98,922 +1,075%
LL
114
LWMG LLC
Minnesota
$11.4M +$11.4M +107,203 New
PAS
115
Park Avenue Securities
New York
$11.4M -$61.1M -573,828 -84%
MOS
116
MGO One Seven
Ohio
$11.3M -$4.43M -41,587 -28%
Nomura Asset Management
117
Nomura Asset Management
Japan
$11.1M -$4.73M -44,400 -30%
AF
118
Advisornet Financial
Minnesota
$11.1M +$522K +4,902 +5%
RJT
119
Raymond James Trust
Florida
$11.1M -$743K -6,978 -6%
RFM
120
Royal Fund Management
Florida
$11M +$141K +1,327 +1%
TFA
121
Transamerica Financial Advisors
Florida
$10.9M -$1.99M -18,697 -15%
CC
122
Carlson Capital
Texas
$10.6M +$2.2M +20,700 +26%
FNBTCON
123
First National Bank & Trust Co of Newtown
Pennsylvania
$10.6M -$4.26K -40 -0%
GEM
124
Global Endowment Management
North Carolina
$10.6M – – –
RFA
125
RTD Financial Advisors
Pennsylvania
$10.6M +$2.51M +23,566 +31%
3 4
5
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