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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
BFC
276
Blue Fin Capital
Rhode Island
$4.1M +$1.28M +10,086 +45%
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$4.09M -$639K -5,046 -13%
4WM
278
4J Wealth Management
Virginia
$4.08M +$639K +5,049 +18%
SWM
279
SigFig Wealth Management
California
$4.07M +$579K +4,576 +16%
XF
280
XML Financial
Maryland
$4.04M +$694K +5,485 +21%
FA
281
Faithward Advisors
Pennsylvania
$4.01M +$4.04M +31,920 New
DTIM
282
Danda Trouve Investment Management
Kansas
$4M +$25.8K +204 +0.6%
SWP
283
Summit Wealth Partners
Florida
$3.98M +$220K +1,739 +6%
KP
284
Keel Point
Alabama
$3.94M -$726K -5,735 -15%
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$3.92M +$1.59M +12,524 +67%
HIA
286
Harbor Investment Advisory
Maryland
$3.91M -$18.7K -148 -0.5%
5L
287
55I LLC
Massachusetts
$3.87M +$3.91M +30,868 New
AA
288
AlphaMark Advisors
Kentucky
$3.86M +$513K +4,055 +15%
GPA
289
Guidance Point Advisors
Massachusetts
$3.84M +$136K +1,071 +4%
SYBT
290
Stock Yards Bank & Trust
Kentucky
$3.79M +$412K +3,255 +12%
FPFS
291
First Personal Financial Services
North Carolina
$3.76M +$319K +2,523 +9%
LFS
292
Lutz Financial Services
Nebraska
$3.74M +$86.8K +686 +2%
MFM
293
Mirsky Financial Management
New York
$3.72M +$221K +1,746 +6%
EAMA
294
EFG Asset Management (Americas)
Florida
$3.72M -$2.57M -20,308 -41%
PFM
295
Peak Financial Management
Massachusetts
$3.7M -$48K -379 -1%
VFA
296
Voya Financial Advisors
Connecticut
$3.68M -$320K -2,529 -8%
SFA
297
Source Financial Advisors
New York
$3.65M +$295K +2,333 +9%
PIM
298
Penobscot Investment Management
Massachusetts
$3.64M +$816K +6,448 +29%
IFS
299
Ifrah Financial Services
Arkansas
$3.56M +$408K +3,221 +13%
LNC
300
Lincoln National Corp
Pennsylvania
$3.56M +$1.22M +9,637 +51%

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.