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iShares TIPS Bond ETF
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Overview Fund Activity

1,014 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 340 increasing their positions, 453 reducing their positions, and 98 closing their positions.

Holders
1,014
Holders Change
-24
Holders Change %
-2.31%
% of All Funds
14.75%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
92
Increased
340
Reduced
453
Closed
98
Calls
$33.1M
Puts
$19.7M
Net Calls
+$13.3M
Net Calls Change
-$15.3M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$180M
2
BlackRock
2
BlackRock
New York
$3.8B
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$142M
4
Man Group
4
Man Group
United Kingdom
$101M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$389M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$0
2
SLI
2
Sumitomo Life Insurance
Japan
$0
3
EW
3
Evoke Wealth
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$302M
5
MMI
5
Matson Money Inc
Ohio
$55.2M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$8.86M 83,015 -4,043 -5%
Cerity Partners
127
Cerity Partners
New York
$8.65M 81,045 -43,513 -35%
AWM
128
AE Wealth Management
Kansas
$8.63M 80,832 +41,393 +105%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$8.61M 80,588 -1,640 -2%
PFM
130
Phillips Financial Management
Indiana
$8.45M 79,154 -1,641 -2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$8.35M 77,832 +3,838 +5%
GEM
132
Global Endowment Management
North Carolina
$8.29M 77,680 -12,120 -13%
AMG
133
Asset Management Group
Connecticut
$8.23M 77,049 -268 -0.3%
William Blair & Company
134
William Blair & Company
Illinois
$8.19M 76,723 +5,044 +7%
ACP
135
Aveo Capital Partners
Colorado
$7.93M 74,284 +74,284 New
First Trust Advisors
136
First Trust Advisors
Illinois
$7.91M 74,051 +673 +0.9%
FSC
137
Full Sail Capital
Oklahoma
$7.81M 73,181 -747 -1%
WPIC
138
White Pine Investment Company
Michigan
$7.79M 72,982 +4,730 +7%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$7.67M 71,798 +3,506 +5%
HWA
140
Hillcrest Wealth Advisors
New Jersey
$7.56M 70,835 +5,250 +8%
EIP
141
Easterly Investment Partners
Massachusetts
$7.38M 69,080 – –
BWS
142
Buck Wealth Strategies
Colorado
$7.27M 68,057 +62,426 +1,109%
PAG
143
Private Advisor Group
New Jersey
$7.23M 67,749 -3,331 -5%
OWM
144
Olympus Wealth Management
Utah
$7.2M 67,393 +33,614 +100%
AF
145
Allworth Financial
California
$7.19M 67,031 -20,688 -24%
FTA
146
Financial & Tax Architects
Missouri
$7.16M 67,086 -1,876 -3%
PWM
147
Perigon Wealth Management
California
$7.08M 66,262 +2,274 +4%
DILH
148
Dai-ichi Life Holdings
Japan
$7.03M 65,587 +5,069 +8%
VCM
149
Verger Capital Management
North Carolina
$6.99M 65,498 +754 +1%
HHRDM
150
H&H Retirement Design & Management
Nevada
$6.96M 64,925 +759 +1%
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6
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