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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 327 increasing their positions, 488 reducing their positions, and 95 closing their positions.

Holders
1,095
Holders Change
+24
Holders Change %
+2.24%
% of All Funds
17.46%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
130
Increased
327
Reduced
488
Closed
95
Calls
$366M
Puts
$14.9M
Net Calls
+$351M
Net Calls Change
-$2.28B

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$522M
2
BlackRock
2
BlackRock
New York
$3.31B
3
AssetMark Inc
3
AssetMark Inc
California
$220M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$104M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$183M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$357M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$174M
5
Goldman Sachs
5
Goldman Sachs
New York
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$9.41M 90,693 +66,631 +277%
TFF
127
The Family Firm
Maryland
$9.4M 90,598 +1,070 +1%
PG
128
Proffitt & Goodson
Tennessee
$9.25M 89,163 -26 -0%
ORAM
129
One River Asset Management
Connecticut
$9.18M 88,500 +88,500 New
RG
130
Rathbones Group
United Kingdom
$9.18M 88,464 +8,151 +10%
HWA
131
Hillcrest Wealth Advisors
New Jersey
$9.12M 87,895 +45,720 +108%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$9.03M 87,011 -2,990 -3%
GW
133
GW & Wade
Massachusetts
$8.97M 86,433 -2,843 -3%
SWIG
134
Strategic Wealth Investment Group
Kentucky
$8.87M 85,477 +2,713 +3%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$8.73M 84,203 -854 -1%
BF
136
BOK Financial
Oklahoma
$8.57M 83,373 -995 -1%
HHRDM
137
H&H Retirement Design & Management
Nevada
$8.46M 81,674 +1,435 +2%
BWA
138
BlueSky Wealth Advisors
North Carolina
$8.4M 80,994 -1,148 -1%
AMG
139
Asset Management Group
Connecticut
$8.37M 80,665 -368 -0.5%
PFM
140
Phillips Financial Management
Indiana
$8.36M 80,609 +641 +0.8%
FIA
141
Foundations Investment Advisors
Arizona
$8.33M 80,329 +73,641 +1,101%
MM
142
Meridian Management
Arkansas
$8.14M 78,452 -498 -0.6%
M&T Bank
143
M&T Bank
New York
$8.05M 77,639 -43,388 -36%
TBC
144
Ted Buchan & Co
California
$8.01M 77,197 -356 -0.5%
WCM
145
Wavelength Capital Management
Connecticut
$7.97M 76,811 -15,000 -16%
TIAA Trust, National Association
146
TIAA Trust, National Association
North Carolina
$7.92M 76,392 +76,392 New
GEM
147
Global Endowment Management
North Carolina
$7.76M 74,800 -24,750 -25%
AFS
148
Axiom Financial Strategies
Indiana
$7.73M 74,481 -99,853 -57%
CA
149
Cetera Advisors
Colorado
$7.65M 73,786 +40,120 +119%
SFP
150
Shepherd Financial Partners
Massachusetts
$7.43M 71,635 +2,420 +3%
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