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iShares TIPS Bond ETF
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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 %
BlackRock
1
BlackRock
New York
$3.31B 31,936,295 +2,084,570 +7%
Bank of America
2
Bank of America
North Carolina
$1.47B 14,193,238 +346,758 +3%
Morgan Stanley
3
Morgan Stanley
New York
$610M 5,882,721 -1,035,618 -15%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$579M 5,577,654 +835,933 +18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$522M 5,036,259 +3,232,628 +179%
Charles Schwab
6
Charles Schwab
California
$385M 3,716,680 +148,842 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$357M 3,443,007 -3,902,304 -53%
LPL Financial
8
LPL Financial
California
$224M 2,155,028 +589,881 +38%
UBS Group
9
UBS Group
Switzerland
$220M 2,125,700 -307,166 -13%
AssetMark Inc
10
AssetMark Inc
California
$220M 2,121,402 +1,989,759 +1,511%
Osaic Holdings
11
Osaic Holdings
Arizona
$183M 1,765,460 +924,742 +110%
Wells Fargo
12
Wells Fargo
California
$174M 1,680,351 -346,541 -17%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$142M 1,368,550 -165,200 -11%
MMI
14
Matson Money Inc
Ohio
$138M 1,327,912 +58,741 +5%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$136M 1,310,825 -194,154 -13%
WI
16
WealthNavi Inc
Japan
$130M 1,252,926 +93,013 +8%
Ameriprise
17
Ameriprise
Minnesota
$118M 1,127,184 -15,982 -1%
PCIG
18
Partners Capital Investment Group
Massachusetts
$110M 1,059,582 +302,082 +40%
Empower Advisory Group
19
Empower Advisory Group
Colorado
$108M 1,036,728 -35,330 -3%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$107M 1,027,666 +57,507 +6%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$104M 1,007,239 +949,872 +1,656%
KeyBank National Association
22
KeyBank National Association
Ohio
$85M 819,893 -77,105 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$78.7M 758,999 +28,378 +4%
Fidelity International
24
Fidelity International
Bermuda
$76.6M 738,244 +60,875 +9%
Stifel Financial
25
Stifel Financial
Missouri
$76.4M 736,697 +63,716 +9%
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