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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
BSW
451
Buckingham Strategic Wealth
Missouri
$1.68M +$96.4K +762 +6%
SCG
452
Sonata Capital Group
Washington
$1.64M +$106K +840 +7%
AC
453
Alexandria Capital
Virginia
$1.63M +$9.62K +76 +0.6%
AIC
454
Ameritas Investment Company
Nebraska
$1.62M +$1.07M +8,489 +191%
WA
455
WESPAC Advisors
California
$1.62M -$82.7K -653 -5%
TCOV
456
Trust Company of Vermont
Vermont
$1.62M +$322K +2,543 +25%
MM
457
Meridian Management
Arkansas
$1.62M +$1.63M +12,884 New
IIA
458
IPG Investment Advisors
California
$1.61M -$75.9K -600 -4%
SWP
459
ShoreHaven Wealth Partners
New Jersey
$1.59M +$26.3K +208 +2%
TNBTD
460
Trustmark National Bank Trust Department
Mississippi
$1.57M +$1.59M +12,524 New
ATPW
461
Ashton Thomas Private Wealth
Arizona
$1.53M -$2.66M -20,987 -63%
BAM
462
Bruderman Asset Management
New York
$1.52M +$25.9K +205 +2%
KPWS
463
Kestra Private Wealth Services
Texas
$1.52M -$791K -6,253 -34%
TSA
464
Tri-Star Advisors
Texas
$1.51M +$1.52M +11,982 New
BCV
465
Banque Cantonale Vaudoise
Switzerland
$1.51M +$1.46M +11,562 +2,569%
CS
466
Comerica Securities
Michigan
$1.51M +$461K +3,642 +44%
Nomura Asset Management
467
Nomura Asset Management
Japan
$1.51M +$1.52M +12,000 New
CIM
468
Cambria Investment Management
California
$1.51M +$1.52M +12,003 New
SFG
469
Sovereign Financial Group
Connecticut
$1.5M +$177K +1,398 +13%
NEWAS
470
N.E.W. Advisory Services
Wisconsin
$1.49M -$247K -1,949 -14%
GFP
471
Gryphon Financial Partners
Ohio
$1.49M +$16.6K +131 +1%
CGH
472
CMG Global Holdings
Texas
$1.49M +$1.5M +11,838 New
FHB
473
First Hawaiian Bank
Hawaii
$1.49M -$77.8K -615 -5%
MSFS
474
Main Street Financial Solutions
Pennsylvania
$1.48M +$409K +3,230 +38%
NF
475
Nikulski Financial
Iowa
$1.48M +$176K +1,388 +13%
17 18
19
20 21

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.