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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
BF
126
BOK Financial
Oklahoma
$9.08M 84,368 -2,582 -3%
SWIG
127
Strategic Wealth Investment Group
Kentucky
$8.91M 82,764 +3,123 +4%
BWA
128
BlueSky Wealth Advisors
North Carolina
$8.84M 82,142 -4,495 -5%
AMG
129
Asset Management Group
Connecticut
$8.72M 81,033 -723 -0.9%
RG
130
Rathbones Group
United Kingdom
$8.64M 80,313 -648 -0.8%
HHRDM
131
H&H Retirement Design & Management
Nevada
$8.64M 80,239 -11,426 -12%
EFG
132
Ethos Financial Group
Pennsylvania
$8.62M 78,149 – –
PFM
133
Phillips Financial Management
Indiana
$8.61M 79,968 +4,102 +5%
Luther King Capital Management (LKCM)
134
Luther King Capital Management (LKCM)
Texas
– – – –
BSW
135
Buckingham Strategic Wealth
Missouri
$8.53M 79,252 -1,326 -2%
CB
136
Commerce Bank
Missouri
$8.52M 79,178 -4,227 -5%
MM
137
Meridian Management
Arkansas
$8.5M 78,950 -1,124 -1%
TBC
138
Ted Buchan & Co
California
$8.35M 77,553 +1,718 +2%
CA
139
CoreCap Advisors
Michigan
$8.29M 77,047 +77,047 New
PA
140
Parallel Advisors
California
$8.01M 74,469 -15,499 -17%
TF
141
TIAA FSB
Florida
$7.92M 73,584 -905 -1%
RMDI
142
R.M. Davis Inc
Maine
$7.76M 72,145 -3,580 -5%
WCM
143
Windsor Capital Management
Arizona
$7.76M 72,101 +539 +0.8%
TFA
144
Transamerica Financial Advisors
Florida
$7.69M 71,434 -98,517 -58%
CCM
145
Crabel Capital Management
California
$7.56M 70,238 +13,550 +24%
EIP
146
Easterly Investment Partners
Massachusetts
$7.53M 69,946 – –
SS
147
Sunbelt Securities
Texas
$7.51M 69,788 +4,891 +8%
SPIA
148
Steward Partners Investment Advisory
New York
$7.47M 69,441 -39,252 -36%
JIR
149
James Investment Research
Ohio
$7.47M 69,416 -3,221 -4%
SFP
150
Shepherd Financial Partners
Massachusetts
$7.45M 69,215 -18,856 -21%
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