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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 %
EIP
151
Easterly Investment Partners
Massachusetts
$7.25M 69,946 – –
SS
152
Sunbelt Securities
Texas
$7.24M 69,762 -26 -0%
SA
153
Shilanski & Associates
Alaska
$7.23M 69,735 +5,623 +9%
PA
154
Parallel Advisors
California
$7.2M 69,385 -5,084 -7%
BSW
155
Buckingham Strategic Wealth
Missouri
$7.13M 68,717 -10,535 -13%
MWM
156
MBE Wealth Management
Wisconsin
$7.12M 68,640 +4,290 +7%
GC
157
Guggenheim Capital
Illinois
$7.06M 68,109 +3,885 +6%
First Trust Advisors
158
First Trust Advisors
Illinois
$7.03M 67,755 +2,574 +4%
PWM
159
Palumbo Wealth Management
New York
$7.01M 67,591 +481 +0.7%
JIR
160
James Investment Research
Ohio
$6.95M 66,959 -2,457 -4%
CL
161
Choreo LLC
Illinois
$6.94M 66,920 +1,532 +2%
SPIA
162
Steward Partners Investment Advisory
New York
$6.87M 66,189 -3,252 -5%
CB
163
Commerce Bank
Missouri
$6.83M 65,836 -13,342 -17%
OPS
164
Orion Portfolio Solutions
Nebraska
$6.78M 65,416 +12,591 +24%
BCI
165
Brinker Capital Investments
Pennsylvania
$6.78M 65,416 +12,591 +24%
WCM
166
Windsor Capital Management
Arizona
$6.69M 64,456 -7,645 -11%
WPIC
167
White Pine Investment Company
Michigan
$6.68M 64,402 +762 +1%
Corient Private Wealth
168
Corient Private Wealth
Florida
$6.64M 64,038 +7,546 +13%
FTA
169
Financial & Tax Architects
Missouri
$6.61M 63,765 +4,165 +7%
CA
170
CoreCap Advisors
Michigan
$6.6M 63,676 -13,371 -17%
JIP
171
Jaffetilchin Investment Partners
Florida
$6.59M 63,556 -522 -0.8%
PWM
172
Perigon Wealth Management
California
$6.57M 63,352 +5,753 +10%
AWMT
173
AAFMAA Wealth Management & Trust
North Carolina
$6.56M 63,279 +1,417 +2%
NAM
174
NorthCrest Asset Manangement
Minnesota
$6.51M 62,796 -472 -0.7%
HWM
175
Horizons Wealth Management
North Carolina
$6.32M 60,894 +2,616 +4%
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