TIP icon

iShares TIPS Bond ETF
TIP

Overview Fund Activity

1,286 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 470 increasing their positions, 554 reducing their positions, and 129 closing their positions.

Holders
1,286
Holders Change
-49
Holders Change %
-3.67%
% of All Funds
21.75%
Holding in Top 10
115
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
97
Increased
470
Reduced
554
Closed
129
Calls
$279M
Puts
$1.65B
Net Calls
-$1.37B
Net Calls Change
-$1.67B

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.46B
2
Charles Schwab
2
Charles Schwab
California
$524M
3
Barclays
3
Barclays
United Kingdom
$154M
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$662M
5
LPL Financial
5
LPL Financial
California
$543M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$575M
2
Bank of America
2
Bank of America
North Carolina
$2.07B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.3B
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$3.05M
5
EW
5
Evoke Wealth
California
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
GF
1351
Gries Financial
Ohio
– – -2,516 Closed
MWPCG
1352
Measured Wealth Private Client Group
New Hampshire
– – -2,308 Closed
PJSIMP
1353
P.J. Schmidt Investment Management (PJS)
Wisconsin
– – -2,293 Closed
PWM
1354
Provident Wealth Management
Tennessee
– – -2,239 Closed
BAS
1355
Brown Advisory Securities
Maryland
– – -2,177 Closed
NWMG
1356
National Wealth Management Group
Ohio
– – -2,174 Closed
CWM
1357
Centric Wealth Management
Illinois
– – -2,142 Closed
PBF
1358
Petix & Botte Financial
California
– – -2,096 Closed
VAFP
1359
Vahanian & Associates Financial Planning
New York
– – -2,037 Closed
ACM
1360
Armbruster Capital Management
New York
– – -2,014 Closed
QC
1361
QCM Cayman
Texas
– – -2,000 Closed
AFS
1362
AFG Fiduciary Services
Massachusetts
– – -2,000 Closed
WCM
1363
Wealthcare Capital Management
Virginia
– – -1,995 Closed
TI
1364
Trexquant Investment
Connecticut
– – -1,976 Closed
NFG
1365
Nadler Financial Group
Illinois
– – -1,956 Closed
RPC
1366
Rossmore Private Capital
Connecticut
– – -1,911 Closed
CA
1367
CGN Advisors
Kansas
– – -1,904 Closed
SAM
1368
Summit Asset Management
Tennessee
– – -1,900 Closed
MG
1369
Mather Group
Illinois
– – -1,896 Closed
SWM
1370
Shakespeare Wealth Management
Wisconsin
– – -1,871 Closed
HFS
1371
Haverford Financial Services
Pennsylvania
– – -1,814 Closed
AIA
1372
Avalon Investment & Advisory
Texas
– – -1,797 Closed
OFS
1373
OneAscent Financial Services
Alabama
– – -1,776 Closed
WDG
1374
Wealth Dimensions Group
Ohio
– – -1,758 Closed
RPWA
1375
Regent Peak Wealth Advisors
Georgia
– – -1,758 Closed
53 54
55
56 57