We are live on ! Find out more
TIP icon

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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$76.7M -$9.53M -75,267 -11%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$69.7M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$67.8M +$4.73M +37,356 +7%
PCIG
29
Partners Capital Investment Group
Massachusetts
$66.6M +$27.1M +214,183 +68%
Stifel Financial
30
Stifel Financial
Missouri
$63.5M +$5.43M +42,861 +9%
SL
31
Summitry LLC
California
$62.6M +$3.7M +29,212 +6%
WI
32
WealthNavi Inc
Japan
$62.4M +$8.06M +63,707 +15%
G
33
GenTrust
Florida
$60.6M +$60.8M +480,673 New
RJA
34
Raymond James & Associates
Florida
$58.4M +$12.9M +101,537 +28%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$57.7M +$5.42M +42,816 +10%
M&T Bank
36
M&T Bank
New York
$56.9M +$4.34M +34,292 +8%
RWM
37
Ritholtz Wealth Management
New York
$55.1M +$1.43M +11,272 +3%
JCM
38
Janney Capital Management
Pennsylvania
$50.2M +$16.3M +128,414 +47%
QI
39
QS Investors
New York
$44.8M -$6.27M -49,517 -12%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$40.1M +$6.89M +54,457 +21%
FSC
41
Full Sail Capital
Oklahoma
$39.8M +$3.06M +24,201 +8%
SIC
42
Sigma Investment Counselors
Michigan
$39M +$1.5M +11,857 +4%
AWM
43
AE Wealth Management
Kansas
$37.6M +$21.7M +171,436 +134%
Truist Financial
44
Truist Financial
North Carolina
$36.7M -$257K -2,030 -0.7%
HighTower Advisors
45
HighTower Advisors
Illinois
$36.4M +$7.25M +57,243 +25%
William Blair & Company
46
William Blair & Company
Illinois
$35M -$268K -2,119 -0.8%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.6M +$34.9M +275,718 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.8M +$1.89M +14,927 +6%
AFG
49
Arkansas Financial Group
Arkansas
$33.4M +$3.44M +27,190 +11%
Fidelity International
50
Fidelity International
Bermuda
$33.3M -$40.1M -317,101 -54%

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.