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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 %
FM
201
Foster & Motley
Ohio
$3.86M 34,937 -437 -1%
Citadel Advisors
202
Citadel Advisors
Florida
$3.86M 34,898 -13,429 -28%
WA
203
Wealth Alliance
New York
$3.84M 34,788 -2,282 -6%
FFS
204
Founders Financial Securities
Maryland
$3.84M 34,785 -4,701 -12%
AWA
205
Arete Wealth Advisors
Illinois
$3.72M 33,752 +6,648 +25%
PFM
206
Peak Financial Management
Massachusetts
$3.72M 33,670 +227 +0.7%
ECM
207
Evergreen Capital Management
Washington
$3.69M 33,416 +142 +0.4%
SMFG
208
Sumitomo Mitsui Financial Group
Japan
$3.69M 33,362 +4,021 +14%
MOS
209
MGO One Seven
Ohio
$3.63M 32,842 +2,428 +8%
TF
210
Trek Financial
Arizona
$3.52M 31,873 -21,565 -40%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$3.5M 31,668 -1,499 -5%
FPFS
212
First Personal Financial Services
North Carolina
$3.46M 31,311 -1,166 -4%
Lido Advisors
213
Lido Advisors
California
$3.39M 30,688 +689 +2%
ASN
214
Advisory Services Network
Georgia
$3.37M 31,563 – –
SFG
215
Sage Financial Group
Pennsylvania
$3.35M 30,331 -5,071 -14%
BFA
216
Bragg Financial Advisors
North Carolina
$3.32M 30,068 +398 +1%
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.28M 29,705 +39 +0.1%
EWA
218
Exencial Wealth Advisors
Oklahoma
$3.23M 29,278 -180 -0.6%
IAS
219
Insigneo Advisory Services
Florida
$3.22M 29,140 -144 -0.5%
BCWM
220
Bartlett & Co Wealth Management
Ohio
$3.22M 29,128 -241 -0.8%
PWG
221
Portside Wealth Group
Utah
$3.19M 28,842 +7,989 +38%
CWM
222
Congress Wealth Management
Massachusetts
$3.16M 28,638 +10,731 +60%
SF
223
Summit Financial
New Jersey
$3.16M 28,603 +15,485 +118%
SC
224
Stephenson & Company
California
$3.14M 28,465 +1,900 +7%
Legal & General Group
225
Legal & General Group
United Kingdom
$3.07M 27,803 +2,588 +10%
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