TIP icon

iShares TIPS Bond ETF
TIP

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 %
BSA
201
Bull Street Advisors
Georgia
$5.21M 50,221 -325 -0.6%
Franklin Resources
202
Franklin Resources
California
$5.15M 49,661 -2,733 -5%
IFO
203
Independent Family Office
New York
$5.11M 49,308 – –
HH
204
Hilltop Holdings
Texas
$5.11M 49,287 +47,240 +2,308%
SIAM
205
Sterling Investment Advisors (Missouri)
Missouri
$5.02M 48,401 -555 -1%
HT
206
Heritage Trust
Oklahoma
$4.88M 47,078 -563 -1%
IWC
207
Integrated Wealth Concepts
Massachusetts
$4.87M 46,943 -2,809 -6%
TB
208
Treynor Bancshares
Iowa
$4.86M 46,843 +2,624 +6%
SPC
209
Sigma Planning Corp
Michigan
$4.79M 46,175 -4,438 -9%
ATC
210
Adirondack Trust Company
New York
$4.75M 45,809 -6,264 -12%
DAS
211
Dynamic Advisor Solutions
Arizona
$4.74M 45,692 -8,434 -16%
ASN
212
Advisory Services Network
Georgia
$4.7M 45,296 -1,999 -4%
BCM
213
Brookstone Capital Management
Illinois
$4.66M 45,469 +7,481 +20%
TC
214
Telemus Capital
Michigan
$4.63M 44,670 -23,405 -34%
ACP
215
Aveo Capital Partners
Colorado
$4.52M 43,620 -2,090 -5%
MWM
216
Modera Wealth Management
New Jersey
$4.48M 43,180 -109 -0.3%
Nomura Asset Management
217
Nomura Asset Management
Japan
$4.47M 43,100 -15,000 -26%
AllianceBernstein
218
AllianceBernstein
Tennessee
$4.47M 43,067 -8,908 -17%
SWM
219
SigFig Wealth Management
California
$4.45M 42,902 +10,820 +34%
FCIM
220
Fairview Capital Investment Management
California
$4.44M 42,834 +8,410 +24%
FFS
221
Founders Financial Securities
Maryland
$4.41M 42,511 +5,741 +16%
SS
222
Sound Stewardship
Kansas
$4.4M 42,443 -446 -1%
OWM
223
Olympus Wealth Management
Utah
$4.4M 42,396 +1,533 +4%
BMCM
224
Burns Matteson Capital Management
New York
$4.35M 41,908 +10,882 +35%
SC
225
Slow Capital
California
$4.33M 41,746 +3,483 +9%
7 8
9
10 11