iShares TIPS Bond ETF
1,291 hedge funds and large institutions have $20.2B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 472 increasing their positions, 556 reducing their positions, and 130 closing their positions.
1.31% more ownership
Funds ownership: 65.01% → 66.32% (+1.3%)
4% less funds holding
Funds holding: 1,341 → 1,291 (-50)
5% less funds holding in top 10
Funds holding in top 10: 121 → 115 (-6)
9% less capital invested
Capital invested by funds: $22.3B → $20.2B (-$2.07B)
15% less repeat investments, than reductions
Existing positions increased: 472 | Existing positions reduced: 556
25% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 130
83% less call options, than puts
Call options by funds: $279M | Put options by funds: $1.65B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$456M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$149M |
| 3 |
Barclays
London,
United Kingdom
|
+$149M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$140M |
| 5 |
LPL Financial
San Diego,
California
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$266M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$215M |
| 3 |
Morgan Stanley
New York
|
-$195M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$129M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$107M |
TIP Hedge Fund Activity: Q2 2022 in Review
1,291 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2022, worth a combined $20.2B — down 9.3% from $22.3B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of TIP and 97 opened new positions — a net loss of 33 holders — while 556 trimmed existing stakes and 472 added.
The largest buyer was Envestnet Asset Management, adding an estimated $456M. The largest seller was Fidelity Investments, cutting an estimated $266M.
- 1,291 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2022, down from 1,341 in Q1 2022.
- Funds reported $20.2B of iShares TIPS Bond ETF stock for Q2 2022, down 9.3% quarter-over-quarter.
- 97 funds opened new iShares TIPS Bond ETF positions in Q2 2022 and 130 closed out, a net change of -33 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $456M added.
- The largest iShares TIPS Bond ETF seller in Q2 2022 was Fidelity Investments, an estimated $266M sold.
Based on aggregated 13F filings for Q2 2022.