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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
AP
251
Advisors Preferred
Maryland
$4.84M +$789K +6,237 +19%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$4.82M
LSPW
253
Lake Street Private Wealth
Illinois
$4.8M -$130K -1,031 -3%
OIS
254
Okabena Investment Services
Minnesota
$4.76M +$871K +6,882 +22%
IWM
255
IHT Wealth Management
Illinois
$4.74M +$1.18M +9,344 +33%
MCG
256
McCollum Christoferson Group
New York
$4.7M -$65.8K -520 -1%
CM
257
Columbus Macro
Pennsylvania
$4.66M +$538K +4,253 +13%
SIC
258
Samalin Investment Counsel
New York
$4.65M +$374K +2,955 +9%
FPS
259
Fieldpoint Private Securities
Connecticut
$4.61M -$506 -4 -0%
FA
260
FMA Advisory
Pennsylvania
$4.58M +$1.43M +11,311 +45%
BWA
261
BlueSky Wealth Advisors
North Carolina
$4.54M -$32.7K -258 -0.7%
COCM
262
Charter Oak Capital Management
New Hampshire
$4.53M +$754K +5,954 +20%
MA
263
MUFG Americas
New York
$4.5M +$329K +2,597 +8%
SI
264
Stephens Inc
Arkansas
$4.47M +$2.18M +17,238 +94%
CL
265
CPWM LLC
Washington
$4.46M +$32.7K +258 +0.7%
OC
266
Oppenheimer & Co
New York
$4.33M +$587K +4,640 +16%
AFA
267
American Financial Advisors
Georgia
$4.26M -$439K -3,466 -9%
NFG
268
Next Financial Group
Texas
$4.25M +$668K +5,279 +18%
IWA
269
IVC Wealth Advisors
Pennsylvania
$4.22M +$3.78M +29,858 +792%
AIM
270
Alhambra Investment Management
Florida
$4.22M +$474K +3,745 +13%
SFM
271
Signet Financial Management
New Jersey
$4.14M +$107K +842 +3%
MAFM
272
Mid Atlantic Financial Management
Pennsylvania
$4.14M -$11K -87 -0.3%
CC
273
Centiva Capital
New York
$4.14M
BAM
274
Belpointe Asset Management
Nevada
$4.13M -$282K -2,231 -6%
FTA
275
Financial & Tax Architects
Missouri
$4.12M +$4.16M +32,863 New

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.