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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 %
BlackRock
1
BlackRock
New York
$3.95B 35,757,030 +195,297 +0.5%
Bank of America
2
Bank of America
North Carolina
$1.29B 11,706,853 +463,613 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$772M 6,990,445 +3,608,542 +107%
Morgan Stanley
4
Morgan Stanley
New York
$507M 4,586,906 +200,599 +5%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$427M 3,861,797 +3,332,081 +629%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$318M 2,880,936 +51,713 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$234M 2,117,130 -1,521,954 -42%
UBS Group
8
UBS Group
Switzerland
$202M 1,830,175 -77,268 -4%
Man Group
9
Man Group
United Kingdom
$143M 1,291,103 +348,898 +37%
PCIG
10
Partners Capital Investment Group
Massachusetts
$139M 1,261,536 -62,304 -5%
3AM
11
3EDGE Asset Management
Florida
$133M 1,205,009 +670,946 +126%
EW
12
Evoke Wealth
California
$122M 1,108,080 +1,108,080 New
LPL Financial
13
LPL Financial
California
$116M 1,051,419 -350,968 -25%
Wells Fargo
14
Wells Fargo
California
$112M 1,016,329 -78,170 -7%
Bank Julius Baer & Co
15
Bank Julius Baer & Co
Switzerland
$109M 835,190 -54,263 -6%
SLI
16
Sumitomo Life Insurance
Japan
$102M 925,136 +925,136 New
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$100M 905,900 -200 -0%
WI
18
WealthNavi Inc
Japan
$97.7M 884,044 -45,107 -5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$75.9M 686,974 -88,595 -11%
Ameriprise
20
Ameriprise
Minnesota
$75.8M 686,169 -58,688 -8%
KeyBank National Association
21
KeyBank National Association
Ohio
$66.3M 600,425 -38,857 -6%
VIP
22
Viewpoint Investment Partners
Alberta, Canada
$63M 569,900 +65,200 +13%
RCG
23
Rock Creek Group
District of Columbia
$60.7M 2,745,402 -906 -0%
Marshall Wace
24
Marshall Wace
United Kingdom
$59.6M 539,370 -22,200 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$57.6M 521,470 -201,345 -28%
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