We are live on ! Find out more
TIP icon

iShares TIPS Bond ETF

1,094 hedge funds and large institutions have $16.5B invested in iShares TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 491 increasing their positions, 290 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 290

58% more call options, than puts

Call options by funds: $63.3M | Put options by funds: $40M

49% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 93

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

4% more funds holding

Funds holding: 1,0561,094 (+38)

2.78% less ownership

Funds ownership: 66.09%63.31% (-2.8%)

6% less capital invested

Capital invested by funds: $17.5B → $16.5B (-$994M)

Holders
1,094
Holders Change
+38
Holders Change %
+3.6%
% of All Funds
19.21%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
1.53%
New
139
Increased
491
Reduced
290
Closed
93
Calls
$63.3M
Puts
$40M
Net Calls
+$23.3M
Net Calls Change
-$842M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
226
Trek Financial
Arizona
$5.7M -$2.4M -18,951 -29%
CT
227
Coastline Trust
Rhode Island
$5.69M -$646K -5,105 -10%
CCT
228
Country Club Trust
Missouri
$5.66M +$585K +4,623 +11%
SIAM
229
Sterling Investment Advisors (Missouri)
Missouri
$5.6M +$374K +2,952 +7%
Deutsche Bank
230
Deutsche Bank
Germany
$5.6M -$8.34M -65,913 -60%
GP
231
Geneva Partners
Wisconsin
$5.53M -$1.1M -8,678 -16%
WIC
232
Woodmont Investment Counsel
Tennessee
$5.46M +$728K +5,748 +15%
SWMG
233
Signature Wealth Management Group
Georgia
$5.42M +$125K +986 +2%
LPT
234
Legacy Private Trust
Wisconsin
$5.38M +$714K +5,645 +15%
WWA
235
WC Walker & Associates
California
$5.37M +$342K +2,701 +7%
IC
236
Innealta Capital
Texas
$5.28M +$604K +4,769 +13%
USAA
237
United Services Automobile Association
Texas
$5.27M +$523K +4,129 +11%
MIS
238
Morningstar Investment Services
Illinois
$5.25M -$370K -2,922 -7%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$5.22M +$85.1K +672 +2%
PBF
240
Petix & Botte Financial
California
$5.19M -$373K -2,945 -7%
MW
241
Marks Wealth
Maryland
$5.19M -$3.55M -28,035 -40%
PSUF
242
People's United Financial
Connecticut
$5.13M +$22.1K +175 +0.4%
SEM
243
Strategic Equity Management
Arizona
$5.13M +$1.25M +9,879 +32%
BPC
244
Banque Pictet & Cie
Switzerland
$5.11M -$4.05M -32,000 -44%
ASN
245
Advisory Services Network
Georgia
$5.03M -$622K -4,918 -11%
JWM
246
Jeppson Wealth Management
California
$5.03M +$98.7K +780 +2%
NWM
247
Nicola Wealth Management
British Columbia, Canada
$5.02M +$5.06M +40,000 New
FA
248
Forefront Analytics
Pennsylvania
$5.01M -$29.7K -235 -0.6%
SC
249
Scotia Capital
Ontario, Canada
$4.93M +$1.52M +12,037 +44%
TFCP
250
Twin Focus Capital Partners
Massachusetts
$4.92M +$565K +4,466 +13%

TIP Hedge Fund Activity: Q1 2021 in Review

1,094 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2021, worth a combined $16.5B — down 5.7% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new TIP positions and 93 closed out — a net gain of 46 holders — while 491 added to existing stakes and 290 trimmed.

The largest buyer was BlackRock, adding an estimated $222M. The largest seller was JP Morgan Chase, cutting an estimated $1.61B.

  • 1,094 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2021, up from 1,056 in Q4 2020.
  • Funds reported $16.5B of iShares TIPS Bond ETF stock for Q1 2021, down 5.7% quarter-over-quarter.
  • 139 funds opened new iShares TIPS Bond ETF positions in Q1 2021 and 93 closed out, a net change of +46 holders.
  • The largest iShares TIPS Bond ETF buyer in Q1 2021 was BlackRock, an estimated $222M added.
  • The largest iShares TIPS Bond ETF seller in Q1 2021 was JP Morgan Chase, an estimated $1.61B sold.

Based on aggregated 13F filings for Q1 2021.