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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 %
M&T Bank
176
M&T Bank
New York
$4.63M 41,941 -3,385 -7%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$4.59M 41,490 -36,342 -47%
AFG
178
Argent Financial Group
Louisiana
$4.59M 41,515 +41,515 New
GWM
179
Gray Wealth Management
Maine
$4.57M 41,327 +605 +1%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$4.53M 40,978 -60,556 -60%
MWM
181
Modera Wealth Management
New Jersey
$4.48M 40,588 -114 -0.3%
Franklin Resources
182
Franklin Resources
California
$4.38M 40,025 -2,817 -7%
SWMG
183
Signature Wealth Management Group
Georgia
$4.37M 39,603 -493 -1%
LHWM
184
Lake Hills Wealth Management
Texas
$4.3M 38,930 -371 -0.9%
ATC
185
Adirondack Trust Company
New York
$4.2M 38,044 -608 -2%
MCC
186
Money Concepts Capital
Florida
$4.18M 37,824 -409 -1%
SL
187
Sentinus LLC
Illinois
$4.17M 111,025 +84,121 +313%
DILH
188
Dai-ichi Life Holdings
Japan
$4.16M 37,677 -27,910 -43%
Jane Street
189
Jane Street
New York
$4.14M 37,520 +21,265 +131%
SIC
190
Sigma Investment Counselors
Michigan
$4.14M 37,508 +963 +3%
ANTB
191
AMG National Trust Bank
Colorado
$4.12M 37,327 +758 +2%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$4.08M 36,915 -11,385 -24%
IPW
193
Impact Partnership Wealth
Georgia
$4.07M 36,799 +7,813 +27%
AF
194
Allworth Financial
California
$4.02M 36,421 -30,610 -46%
AWAU
195
Alliance Wealth Advisors (Utah)
Utah
$3.99M 36,158 -24,668 -41%
WA
196
Waverly Advisors
Alabama
$3.99M 36,075 -2,733 -7%
LPAM
197
Lodestar Private Asset Management
California
$3.98M 36,007 -758 -2%
NAM
198
NorthCrest Asset Manangement
Minnesota
$3.97M 35,974 -13,399 -27%
SPC
199
Sigma Planning Corp
Michigan
$3.93M 35,547 +405 +1%
FA
200
Fermata Advisors
California
$3.91M 35,425 +2,466 +7%
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