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iShares TIPS Bond ETF
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Overview Fund Activity

951 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 233 increasing their positions, 492 reducing their positions, and 115 closing their positions.

Holders
951
Holders Change
-63
Holders Change %
-6.21%
% of All Funds
13.76%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
62
Increased
233
Reduced
492
Closed
115
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$772M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$427M
3
EW
3
Evoke Wealth
California
$122M
4
SLI
4
Sumitomo Life Insurance
Japan
$102M
5
3AM
5
3EDGE Asset Management
Florida
$133M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$391K
3
AssetMark Inc
3
AssetMark Inc
California
$8.22M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
126
AE Wealth Management
Kansas
$7.08M 64,090 -16,742 -21%
AWS
127
Atria Wealth Solutions
New York
$7.06M 63,921 -26,846 -30%
OWM
128
Olympus Wealth Management
Utah
$7.03M 63,676 -3,717 -6%
BWS
129
Buck Wealth Strategies
Colorado
$7.03M 63,657 -4,400 -6%
HWA
130
Hillcrest Wealth Advisors
New Jersey
$7.02M 63,535 -7,300 -10%
SP
131
Stablepoint Partners
Massachusetts
$7M 63,404 +3,326 +6%
AI
132
Axos Invest
Nevada
$6.93M 62,747 +62,747 New
SIA
133
Schechter Investment Advisors
Michigan
$6.85M 62,008 +232 +0.4%
FTA
134
Financial & Tax Architects
Missouri
$6.73M 60,925 -6,161 -9%
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$6.67M 60,400 +23,800 +65%
GVAG
136
Great Valley Advisor Group
Delaware
$6.66M 60,291 +2,120 +4%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$6.57M 59,501 +1,242 +2%
Corient Private Wealth
138
Corient Private Wealth
Florida
$6.52M 58,982 -1,277 -2%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$6.47M 58,443 -13,355 -19%
AAS
140
Avantax Advisory Services
Texas
$6.41M 58,024 -2,481 -4%
PA
141
Parallel Advisors
California
$6.35M 57,483 -1,661 -3%
CNB
142
Camden National Bank
Maine
$6.35M 57,439 +2,577 +5%
NA
143
NewEdge Advisors
Louisiana
$6.31M 57,079 -908 -2%
RK
144
Rather & Kittrell
Tennessee
$6.28M 56,810 +1,524 +3%
COI
145
Connable Office Inc
Michigan
$6.26M 56,684 +31,910 +129%
Barclays
146
Barclays
United Kingdom
$6.24M 56,475 +27,792 +97%
PWM
147
Palumbo Wealth Management
New York
$6.07M 54,976 -2,044 -4%
PAG
148
Private Advisor Group
New Jersey
$6.02M 54,476 -13,273 -20%
SCA
149
Sage Capital Advisors
South Dakota
$5.96M 53,949 +74 +0.1%
HCC
150
Hirtle Callaghan & Co
Pennsylvania
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4 5
6
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