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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
HW
476
Hancock Whitney
Mississippi
$1.44M -$13.9K -110 -0.9%
TIA
477
Tiemann Investment Advisors
California
$1.43M +$3.29K +26 +0.2%
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$117K +928 +9%
CFS
479
Capital Financial Services
New York
$1.43M +$88.6K +700 +7%
WT
480
Whittier Trust
California
$1.42M +$50.6K +400 +4%
BAM
481
Barrett Asset Management
New York
$1.42M +$297K +2,350 +26%
MAM
482
MMA Asset Management
Pennsylvania
$1.42M -$308K -2,436 -18%
SFG
483
Sunburst Financial Group
Alabama
$1.42M +$467K +3,693 +49%
OIA
484
OneDigital Investment Advisors
Kansas
$1.41M +$239K +1,888 +20%
AIP
485
Ameritas Investment Partners
Nebraska
$1.41M +$1.04M +8,196 +272%
AA
486
Argent Advisors
Louisiana
$1.4M +$266K +2,098 +23%
ACP
487
Aviance Capital Partners
Florida
$1.4M +$14K +111 +1%
HB
488
Homrich & Berg
Georgia
$1.4M +$32.7K +258 +2%
CIBC Private Wealth Group
489
CIBC Private Wealth Group
Georgia
$1.4M +$133K +1,048 +10%
FIA
490
Foundations Investment Advisors
Arizona
$1.4M +$1.41M +11,130 New
KC
491
Kingfisher Capital
North Carolina
$1.39M +$99.4K +785 +8%
MFG
492
Magnus Financial Group
New York
$1.39M -$406K -3,206 -22%
GEA
493
Glen Eagle Advisors
New Jersey
$1.39M +$771K +6,092 +135%
FA
494
Fermata Advisors
California
$1.38M +$1.39M +10,987 New
LOPW
495
Live Oak Private Wealth
North Carolina
$1.38M +$1.39M +10,985 New
MOS
496
MGO One Seven
Ohio
$1.36M +$884K +6,983 +180%
ANTB
497
AMG National Trust Bank
Colorado
$1.35M -$125K -985 -8%
CWA
498
Capital Wealth Alliance
Arizona
$1.35M +$173K +1,363 +15%
B
499
Bridgeworth
Alabama
$1.35M -$101K -796 -7%
WCFA
500
Walkner Condon Financial Advisors
Wisconsin
$1.34M -$3.29K -26 -0.2%

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.