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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

Holders
1,095
Holders Change
–
Holders Change %
0%
% of All Funds
16.06%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.08B
2
SLI
2
Sumitomo Life Insurance
Japan
$68M
3
BlackRock
3
BlackRock
New York
$3.5B
4
3AM
4
3EDGE Asset Management
Florida
$63M
5
Fidelity International
5
Fidelity International
Bermuda
$119M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$332M
3
AssetMark Inc
3
AssetMark Inc
California
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$434M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
101
Millennium Management
New York
$10.6M 98,173 +95,463 +3,523%
FIA
102
Foundations Investment Advisors
Arizona
$10.5M 97,189 +16,860 +21%
AAS
103
Avantax Advisory Services
Texas
$10.4M 97,216 -12,279 -11%
WFL
104
Wealth Forward LLC
North Dakota
$10.4M 96,393 +96,393 New
PAS
105
Park Avenue Securities
New York
$10.2M 94,952 -154,571 -62%
Comerica Bank
106
Comerica Bank
Texas
$10.1M 94,236 -33,615 -26%
MM
107
Meridian Management
Arkansas
$10.1M 95,145 +16,693 +21%
FNBTCON
108
First National Bank & Trust Co of Newtown
Pennsylvania
$10.1M 94,036 -1,290 -1%
UCFA
109
United Capital Financial Advisors
Texas
$10.1M 93,639 +72,691 +347%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$9.99M 92,944 -3,000 -3%
AF
111
Allworth Financial
California
$9.96M 92,650 -4,323 -4%
EH
112
Equitable Holdings
New York
$9.89M 91,996 -1,143 -1%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$9.78M 91,014 -54,338 -37%
SWIG
114
Strategic Wealth Investment Group
Kentucky
$9.78M 90,876 +5,399 +6%
CA
115
Cambridge Associates
Massachusetts
$9.68M 90,076 -12,939 -13%
BWA
116
BlueSky Wealth Advisors
North Carolina
$9.52M 88,531 +7,537 +9%
WP
117
WealthSource Partners
California
$9.35M 86,967 -13,016 -13%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$9.31M 86,232 -45,942 -35%
GCA
119
Guardian Capital Advisors
Ontario, Canada
$9.25M 86,423 +62,793 +266%
TFF
120
The Family Firm
Maryland
$9.24M 85,932 -4,666 -5%
TIAA Trust, National Association
121
TIAA Trust, National Association
North Carolina
$9.2M 85,584 +9,192 +12%
WFA
122
West Financial Advisors
Iowa
$9.17M 85,273 -17,493 -17%
PAG
123
Private Advisor Group
New Jersey
$9.06M 84,324 -17,531 -17%
BF
124
BOK Financial
Oklahoma
$9.01M 83,820 +447 +0.5%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$8.98M 83,555 -648 -0.8%
3 4
5
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