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iShares TIPS Bond ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 278 increasing their positions, 560 reducing their positions, and 85 closing their positions.

Holders
1,071
Holders Change
-37
Holders Change %
-3.34%
% of All Funds
16.89%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
62
Increased
278
Reduced
560
Closed
85
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$510M
2
BlackRock
2
BlackRock
New York
$3.21B
3
IG
3
ING Group
Netherlands
$70.2M
4
PCIG
4
Partners Capital Investment Group
Massachusetts
$81.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$53.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$262M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$13.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$745M
4
SLI
4
Sumitomo Life Insurance
Japan
$0
5
State Street
5
State Street
Massachusetts
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
201
Sigma Planning Corp
Michigan
$5.45M 50,613 -26,539 -34%
BSA
202
Bull Street Advisors
Georgia
$5.44M 50,546 -425 -0.8%
CC
203
Carlson Capital
Texas
$5.38M 50,000 -50,000 -50%
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$5.38M 50,000 +50,000 New
IWC
205
Integrated Wealth Concepts
Massachusetts
$5.35M 49,752 +1,447 +3%
IFO
206
Independent Family Office
New York
$5.31M 49,308 – –
ZF
207
Zhang Financial
Michigan
$5.27M 48,978 -10,629 -18%
SIAM
208
Sterling Investment Advisors (Missouri)
Missouri
$5.27M 48,956 -3,399 -6%
SCA
209
Snowden Capital Advisors
New York
$5.23M 48,585 -5,087 -9%
HT
210
Heritage Trust
Oklahoma
$5.13M 47,641 -655 -1%
ASN
211
Advisory Services Network
Georgia
$5.09M 47,295 -3,718 -7%
ACP
212
Aveo Capital Partners
Colorado
$4.92M 45,710 +40,935 +857%
SIC
213
Samalin Investment Counsel
New York
$4.81M 44,679 +3,079 +7%
LPAM
214
Lodestar Private Asset Management
California
$4.73M 43,907 +1,643 +4%
TB
215
Treynor Bancshares
Iowa
$4.68M 44,219 +495 +1%
MWM
216
Modera Wealth Management
New Jersey
$4.66M 43,289 +33,223 +330%
SS
217
Sound Stewardship
Kansas
$4.62M 42,889 +1,090 +3%
CAG
218
Csenge Advisory Group
Florida
$4.59M 42,637 -4,514 -10%
WB
219
WesBanco Bank
West Virginia
$4.57M 42,447 -4,846 -10%
GP
220
Greenline Partners
New York
$4.55M 42,235 +34,488 +445%
HWA
221
Hillcrest Wealth Advisors
New Jersey
$4.54M 42,175 +4,625 +12%
FCA
222
FinTrust Capital Advisors
South Carolina
$4.45M 41,818 – –
JWCA
223
J.W. Cole Advisors
Florida
$4.42M 41,048 -5,787 -12%
TW
224
TrinityPoint Wealth
Connecticut
$4.42M 41,032 +500 +1%
OWM
225
Olympus Wealth Management
Utah
$4.4M 40,863 -3,084 -7%
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