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iShares TIPS Bond ETF
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Overview Fund Activity

1,038 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 533 reducing their positions, and 117 closing their positions.

Holders
1,038
Holders Change
-57
Holders Change %
-5.21%
% of All Funds
15.05%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
81
Increased
268
Reduced
533
Closed
117
Calls
$46.6M
Puts
$17.9M
Net Calls
+$28.6M
Net Calls Change
-$285M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.71B
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$202M
3
EW
3
Evoke Wealth
California
$131M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$123M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$97.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$500M
2
CWM
2
Campbell Wealth Management
Virginia
$215K
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$56.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$44M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFO
201
Fortitude Family Office
Arizona
$4.26M 39,648 +16,204 +69%
AWM
202
AE Wealth Management
Kansas
$4.24M 39,439 -161,187 -80%
ATC
203
Adirondack Trust Company
New York
$4.21M 39,177 -182 -0.5%
NB
204
NBT Bank
New York
$4.19M 38,972 +3,910 +11%
BSA
205
Bull Street Advisors
Georgia
$4.07M 37,931 -3,050 -7%
KFS
206
Kelly Financial Services
Massachusetts
$4.06M 37,758 +2,068 +6%
HFS
207
Hantz Financial Services
Michigan
$3.97M 36,950 -2,297 -6%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$3.94M 36,680 -71,037 -66%
SAS
209
SMI Advisory Services
Indiana
$3.93M 36,812 +36,812 New
BRWA
210
B. Riley Wealth Advisors
Florida
$3.9M 37,630 +17,144 +84%
LPAM
211
Lodestar Private Asset Management
California
$3.89M 36,252 +720 +2%
SWM
212
SigFig Wealth Management
California
$3.87M 36,125 -2,023 -5%
WCM
213
Windham Capital Management
Massachusetts
$3.84M 35,720 – –
WA
214
Wealth Alliance
New York
$3.83M 35,666 +32,977 +1,226%
MCC
215
Money Concepts Capital
Florida
$3.83M 35,631 +92 +0.3%
PFM
216
Peak Financial Management
Massachusetts
$3.77M 35,093 -194 -0.5%
Millennium Management
217
Millennium Management
New York
$3.75M 34,957 -63,216 -64%
OWM
218
Olympus Wealth Management
Utah
$3.63M 33,779 -5,199 -13%
FM
219
Foster & Motley
Ohio
$3.62M 33,655 +531 +2%
SAS
220
Stelac Advisory Services
New York
$3.61M 33,577 +13,241 +65%
LFG
221
Larson Financial Group
Missouri
$3.6M 33,547 -2,863 -8%
BA
222
Bridge Advisory
California
$3.58M 33,342 -46,070 -58%
ANTB
223
AMG National Trust Bank
Colorado
$3.57M 33,222 +716 +2%
LHWM
224
Lake Hills Wealth Management
Texas
$3.56M 33,161 +4,573 +16%
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$3.55M 33,441 -85,609 -72%
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