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iShares TIPS Bond ETF
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Overview Fund Activity

1,335 hedge funds and large institutions have $22.3B invested in iShares TIPS Bond ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 505 increasing their positions, 527 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
-22
Holders Change %
-1.62%
% of All Funds
21.13%
Holding in Top 10
121
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-18.24%
% of All Funds
1.91%
New
130
Increased
505
Reduced
527
Closed
134
Calls
$392M
Puts
$99.5M
Net Calls
+$293M
Net Calls Change
+$1.77B

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$237M
2
Jane Street
2
Jane Street
New York
$178M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$91.8M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$50M
5
FTUS
5
Flow Traders U.S.
New York
$44M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$132M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12B
3
PCA
3
Personal Capital Advisors
California
$188M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$187M
5
SLI
5
Sumitomo Life Insurance
Japan
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
1226
Moisand Fitzgerald Tamayo
Florida
$59K – – –
LWA
1227
Lenox Wealth Advisors
New York
$59K +$39.9K +330 +209%
IF
1228
Integrity Financial
Wyoming
$58K – – –
CAL
1229
Capital Analysts LLC
Pennsylvania
$58K +$249 +2 +0.4%
PO
1230
Private Ocean
California
$57K -$7.17K -58 -11%
ACK
1231
Andrew C. Karlinski
$57K – – –
TFA
1232
Toth Financial Advisory
Virginia
$56K -$3.11K -25 -5%
RIM
1233
Rockbridge Investment Management
New York
$55.9K -$20.7K -168 -27%
TFGT
1234
TS Financial Group (TSFG)
Illinois
$53K – – –
LPP
1235
Life Planning Partners
Florida
$51K – – –
GIA
1236
Goodwin Investment Advisory
Georgia
$51K – – –
HCM
1237
Highlander Capital Management
New Jersey
$51K +$247 +2 +0.5%
ADL
1238
Asset Dedication LLC
California
$51K +$3.13K +25 +7%
ANBT
1239
American National Bank & Trust
Texas
$51K +$51K +410 New
SN
1240
Sittner & Nelson
Oregon
$50K – – –
AP
1241
Atwood & Palmer
Missouri
$50K – – –
BFO
1242
Biltmore Family Office
North Carolina
$47K -$6.27K -50 -12%
CPW
1243
Crestmont Private Wealth
Texas
$46K – – –
BBPWM
1244
Blue Bell Private Wealth Management
Pennsylvania
$44K -$14.9K -120 -25%
GWANC
1245
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K – – –
Northern Trust
1246
Northern Trust
Illinois
$41K +$1.46K +1,176 +4%
BCM
1247
Bourgeon Capital Management
Connecticut
$40K -$24K -195 -38%
TF
1248
TimeScale Financial
Massachusetts
$39K +$126 +1 +0.3%
BWA
1249
BDO Wealth Advisors
Florida
$38K -$197K -1,580 -84%
TF
1250
Tompkins Financial
New York
$38K +$38K +306 New
48 49
50
51 52