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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$427M
3
EW
3
Evoke Wealth
California
$122M
4
SLI
4
Sumitomo Life Insurance
Japan
$102M
5
3AM
5
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
3
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNBTCON
101
First National Bank & Trust Co of Newtown
Pennsylvania
$9.93M 89,862 -317 -0.4%
SWM
102
Spire Wealth Management
Virginia
$9.71M 87,883 -1,109 -1%
CA
103
Cambridge Associates
Massachusetts
$9.69M 87,675 -27,165 -24%
TFF
104
The Family Firm
Maryland
$9.65M 186,407 -18,730 -9%
OIA
105
OneDigital Investment Advisors
Kansas
$9.52M 86,189 -238,633 -73%
William Blair & Company
106
William Blair & Company
Illinois
$9.45M 85,559 +8,836 +12%
DADC
107
D.A. Davidson & Co
Montana
$9.29M 84,113 -10,039 -11%
CST
108
Charles Schwab Trust
Nevada
$9.28M 83,964 -31,281 -27%
IWS
109
Insight Wealth Strategies
California
$9.19M 83,175 -41,238 -33%
SA
110
Shilanski & Associates
Alaska
$9.02M 81,671 -1,762 -2%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$8.96M 81,096 +508 +0.6%
RG
112
Rathbones Group
United Kingdom
$8.87M 80,259 -5,962 -7%
GEM
113
Global Endowment Management
North Carolina
$8.71M 78,880 +1,200 +2%
CCM
114
Crabel Capital Management
California
$8.66M 78,364 +37,128 +90%
AMG
115
Asset Management Group
Connecticut
$8.39M 75,942 -1,107 -1%
AssetMark Inc
116
AssetMark Inc
California
$8.22M 74,408 -1,607,475 -96%
WPIC
117
White Pine Investment Company
Michigan
$8.2M 74,266 +1,284 +2%
First Trust Advisors
118
First Trust Advisors
Illinois
$8.17M 73,968 -83 -0.1%
KAS
119
Kestra Advisory Services
Texas
$8.09M 73,270 -46,895 -39%
FFO
120
Fortitude Family Office
Arizona
$7.93M 71,767 +10,143 +16%
FSC
121
Full Sail Capital
Oklahoma
$7.79M 70,504 -2,677 -4%
HHRDM
122
H&H Retirement Design & Management
Nevada
$7.67M 70,043 +5,118 +8%
EIP
123
Easterly Investment Partners
Massachusetts
$7.63M 69,080 – –
PFM
124
Phillips Financial Management
Indiana
$7.28M 65,926 -13,228 -17%
CA
125
CoreCap Advisors
Michigan
$7.12M 64,428 +64,428 New
3 4
5
6 7