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iShares TIPS Bond ETF
TIP

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: 82 → 87 (+5)

4% more funds holding

Funds holding: 1,056 → 1,094 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$222M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$168M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$125M
4
Bank of America
Bank of America
North Carolina
+$78.7M
5
G
GenTrust
Florida
+$60.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.61B
2
SLI
Sumitomo Life Insurance
Japan
-$104M
3
Man Group
Man Group
United Kingdom
-$75M
4
Goldman Sachs
Goldman Sachs
New York
-$65M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$48.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
401
Burleson & Co
California
$2.09M +$38K +300 +2%
CHC
402
City Holding Co
West Virginia
$2.08M +$2.1M +16,602 New
HF
403
HRT Financial
New York
$2.08M +$2.09M +16,543 New
WPC
404
White Pine Capital
Minnesota
$2.07M +$113K +891 +6%
WCM
405
Washburn Capital Management
Florida
$2.07M +$25.3K +200 +1%
RC
406
Roundview Capital
New Jersey
$2.06M +$353K +2,788 +20%
CCM
407
Coldstream Capital Management
Washington
$2.04M +$596K +4,709 +41%
MBTD
408
Mechanics Bank - Trust Department
California
$2.02M +$24.7K +195 +1%
BCA
409
Bay Colony Advisors
Massachusetts
$2.01M +$700K +5,532 +53%
WPA
410
West Paces Advisors
Georgia
$2M +$552K +4,361 +38%
PFM
411
Parsec Financial Management
North Carolina
$2M -$62K -490 -3%
MAS
412
Madden Advisory Services
Florida
$2M +$31.6K +250 +2%
PCP
413
Proficio Capital Partners
Massachusetts
$1.99M -$16.3M -128,535 -89%
CI
414
Cordant Inc
Oregon
$1.98M +$212K +1,677 +12%
IWA
415
IBEX Wealth Advisors
New Jersey
$1.96M +$446K +3,523 +29%
MWPCG
416
Measured Wealth Private Client Group
New Hampshire
$1.95M +$49.2K +389 +3%
PCMC
417
Paragon Capital Management (Colorado)
Colorado
$1.95M – – –
EWA
418
Exencial Wealth Advisors
Oklahoma
$1.94M -$169K -1,332 -8%
IDBONY
419
Israel Discount Bank of New York
New York
$1.91M -$299K -2,364 -13%
MA
420
Mutual Advisors
Nebraska
$1.9M -$553K -4,371 -22%
EWM
421
Empirical Wealth Management
Washington
$1.9M -$431K -3,405 -18%
SAM
422
Securian Asset Management
Minnesota
$1.9M – – –
UFA
423
US Financial Advisors
Massachusetts
$1.89M +$304K +2,401 +19%
HWM
424
Howard Wealth Management
Connecticut
$1.88M +$77K +608 +4%
RWP
425
Ridgecrest Wealth Partners
California
$1.86M +$1.87M +14,804 New
15 16
17
18 19

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.