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iShares TIPS Bond ETF
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Overview Fund Activity

1,095 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 222 increasing their positions, 605 reducing their positions, and 139 closing their positions.

Holders
1,095
Holders Change
–
Holders Change %
0%
% of All Funds
16.06%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
156
Increased
222
Reduced
605
Closed
139
Calls
$347M
Puts
$33.9M
Net Calls
+$313M
Net Calls Change
-$37.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.08B
2
SLI
2
Sumitomo Life Insurance
Japan
$68M
3
BlackRock
3
BlackRock
New York
$3.5B
4
3AM
4
3EDGE Asset Management
Florida
$63M
5
Fidelity International
5
Fidelity International
Bermuda
$119M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$332M
3
AssetMark Inc
3
AssetMark Inc
California
$27.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$434M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
151
MBE Wealth Management
Wisconsin
$7.23M 67,283 -1,357 -2%
CCM
152
Crabel Capital Management
California
$7.23M 67,282 +56,845 +545%
WPIC
153
White Pine Investment Company
Michigan
$7.17M 66,743 +2,341 +4%
CGPCS
154
Capital Group Private Client Services
California
$7.14M 66,410 +66,410 New
M&T Bank
155
M&T Bank
New York
$7.03M 65,427 -12,212 -16%
First Trust Advisors
156
First Trust Advisors
Illinois
$7.03M 65,429 -2,326 -3%
TFCP
157
Twin Focus Capital Partners
Massachusetts
$7.02M 65,329 +8,812 +16%
VCM
158
Verger Capital Management
North Carolina
$6.96M 64,744 +11,388 +21%
HWM
159
Horizons Wealth Management
North Carolina
$6.94M 64,522 +3,628 +6%
Corient Private Wealth
160
Corient Private Wealth
Florida
$6.83M 63,578 -460 -0.7%
PWM
161
Perigon Wealth Management
California
$6.78M 63,036 -316 -0.5%
EC
162
Estate Counselors
Wisconsin
$6.74M 62,728 +59,958 +2,165%
PWM
163
Palumbo Wealth Management
New York
$6.73M 62,621 -4,970 -7%
PA
164
Parallel Advisors
California
$6.71M 62,420 -6,965 -10%
CA
165
CoreCap Advisors
Michigan
$6.59M 61,287 -2,389 -4%
SIA
166
Schechter Investment Advisors
Michigan
$6.56M 60,987 +930 +2%
SSA
167
Schonfeld Strategic Advisors
New York
$6.43M 59,859 +59,859 New
HWA
168
Hillcrest Wealth Advisors
New Jersey
$6.43M 59,820 -28,075 -32%
BSW
169
Buckingham Strategic Wealth
Missouri
$6.29M 58,478 -10,239 -15%
IWC
170
Integrated Wealth Concepts
Massachusetts
$6.25M 58,099 +11,156 +24%
JIR
171
James Investment Research
Ohio
$6.14M 57,092 -9,867 -15%
GVAG
172
Great Valley Advisor Group
Delaware
$6.13M 57,030 -162,554 -74%
CWM
173
Cranbrook Wealth Management
Michigan
$6.03M 56,143 +3,639 +7%
SCA
174
Sage Capital Advisors
South Dakota
$6.02M 55,988 -1,284 -2%
RK
175
Rather & Kittrell
Tennessee
$6.01M 55,910 +32,974 +144%
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