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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 %
FAM
101
Frontier Asset Management
Wyoming
$11.8M 113,770 +10,890 +11%
RFA
102
RTD Financial Advisors
Pennsylvania
$11.8M 113,700 +2,268 +2%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$11.7M 112,947 +18,220 +19%
Legacy Financial Group (Iowa)
104
Legacy Financial Group (Iowa)
Iowa
$11.7M 112,987 +2,369 +2%
DADC
105
D.A. Davidson & Co
Montana
$11.6M 111,820 +1,025 +0.9%
EFG
106
Ethos Financial Group
Pennsylvania
$11.4M 109,921 +31,772 +41%
AAS
107
Avantax Advisory Services
Texas
$11.4M 109,495 +201 +0.2%
IWS
108
Insight Wealth Strategies
California
$11.3M 108,629 -51,283 -32%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$11M 105,709 -115,469 -52%
CC
110
Cypress Capital
Tennessee
$11M 105,625 +105,625 New
RJT
111
Raymond James Trust
Florida
$10.9M 105,566 +1,006 +1%
HI
112
Horizon Investments
North Carolina
$10.9M 105,577 +104,957 +16,929%
MOS
113
MGO One Seven
Ohio
$10.8M 103,768 +43,699 +73%
CA
114
Cambridge Associates
Massachusetts
$10.7M 103,015 +10,236 +11%
WFA
115
West Financial Advisors
Iowa
$10.7M 102,766 +672 +0.7%
PAG
116
Private Advisor Group
New Jersey
$10.6M 101,855 -17,338 -15%
DA
117
Drake & Associates
Wisconsin
$10.5M 101,192 +1,986 +2%
WP
118
WealthSource Partners
California
$10.4M 99,983 +85,792 +605%
ERIM
119
Eagle Ridge Investment Management
Connecticut
$10.4M 99,895 +2,633 +3%
FHA
120
First Horizon Advisors
Tennessee
$10.2M 98,446 +1,316 +1%
AF
121
Allworth Financial
California
$10.1M 96,973 -15,062 -13%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$9.95M 95,944 -4,000 -4%
FNBTCON
123
First National Bank & Trust Co of Newtown
Pennsylvania
$9.89M 95,326 -1,865 -2%
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$9.7M 93,498 -11,157 -11%
EH
125
Equitable Holdings
New York
$9.66M 93,139 +3,947 +4%
3 4
5
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