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iShares TIPS Bond ETF
TIP

1,187 hedge funds and large institutions have $22.4B invested in iShares TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 615 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 615 | Existing positions reduced: 266

117% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 59

26% more capital invested

Capital invested by funds: $17.8B → $22.4B (+$4.58B)

14% more funds holding in top 10

Funds holding in top 10: 96 → 109 (+13)

4% more funds holding

Funds holding: 1,137 → 1,187 (+50)

3.64% more ownership

Funds ownership: 62.88% → 66.52% (+3.6%)

3% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $94.2M

Holders
1,187
Holders Change
+50
Holders Change %
+4.4%
% of All Funds
20.78%
Holding in Top 10
109
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.54%
% of All Funds
1.91%
New
128
Increased
615
Reduced
266
Closed
59
Calls
$96.9M
Puts
$94.2M
Net Calls
+$2.65M
Net Calls Change
+$131M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.02B
2
JP Morgan Chase
JP Morgan Chase
New York
+$702M
3
BlackRock
BlackRock
New York
+$334M
4
Jane Street
Jane Street
New York
+$305M
5
LPL Financial
LPL Financial
California
+$230M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$45.1M
2
GI
Gradient Investments
Minnesota
-$35.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34.3M
4
WFS
Weitzel Financial Services
Iowa
-$30.7M
5
AF
Ally Financial
Michigan
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
426
Biltmore Capital Advisors
New Jersey
$2.57M +$2.59M +20,122 New
OCM
427
One Capital Management
California
$2.55M +$1.21M +9,416 +89%
CT
428
Caldwell Trust
Florida
$2.54M -$73.4K -569 -3%
I
429
INVST
Indiana
$2.53M -$25.8M -200,062 -91%
BCI
430
Brinker Capital Investments
Pennsylvania
$2.52M -$1.6M -12,394 -39%
DAC
431
Dividend Assets Capital
South Carolina
$2.52M +$1.69M +13,088 +196%
HWA
432
Hillcrest Wealth Advisors
New Jersey
$2.52M -$32.2K -250 -1%
NL
433
NVWM LLC
Pennsylvania
$2.5M +$139K +1,078 +6%
HR
434
Hardy Reed
Mississippi
$2.47M -$139K -1,076 -5%
BSW
435
Buckingham Strategic Wealth
Missouri
$2.43M +$360K +2,793 +17%
CAGAS
436
Capital Advisory Group Advisory Services
Minnesota
$2.43M -$661K -5,127 -21%
FUBT
437
First United Bank & Trust
Maryland
$2.42M -$20.8K -161 -0.8%
PIMG
438
Patriot Investment Management Group
Tennessee
$2.41M +$264K +2,046 +12%
OPA
439
Old Port Advisors
Maine
$2.4M +$519K +4,024 +27%
PA
440
Pinnacle Associates
New York
$2.4M +$21.5K +167 +0.9%
MC
441
Minot Capital
Colorado
$2.4M – – –
DI
442
DFPG Investments
Utah
$2.39M +$18.7K +145 +0.8%
CPFP
443
Clear Perspectives Financial Planning
Ohio
$2.37M -$78.9K -612 -3%
WP
444
WealthShield Partners
North Carolina
$2.34M +$1.3M +10,061 +122%
SFS
445
Sowell Financial Services
Arkansas
$2.33M +$165K +1,280 +8%
WAP
446
Wealthcare Advisory Partners
Pennsylvania
$2.33M +$363K +2,819 +18%
WP
447
WMS Partners
Maryland
$2.33M +$1.32M +10,206 +128%
BFA
448
Bragg Financial Advisors
North Carolina
$2.32M +$36.5K +283 +2%
CIAS
449
CFS Investment Advisory Services
New Jersey
$2.32M +$2.34M +18,170 New
WA
450
WESPAC Advisors
California
$2.31M +$1.47M +11,388 +169%
16 17
18
19 20

TIP Hedge Fund Activity: Q3 2021 in Review

1,187 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2021, worth a combined $22.4B — up 26% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new TIP positions and 59 closed out — a net gain of 69 holders — while 615 added to existing stakes and 266 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.02B. The largest seller was Citadel Advisors, cutting an estimated $45.1M.

  • 1,187 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2021, up from 1,137 in Q2 2021.
  • Funds reported $22.4B of iShares TIPS Bond ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 128 funds opened new iShares TIPS Bond ETF positions in Q3 2021 and 59 closed out, a net change of +69 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.02B added.
  • The largest iShares TIPS Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2021.