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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
GJIC
501
Gamble Jones Investment Counsel
California
$1.33M -$22.1K -175 -2%
WCM
502
WealthBridge Capital Management
Ohio
$1.33M +$212K +1,674 +19%
BMCM
503
Burns Matteson Capital Management
New York
$1.33M +$243K +1,916 +22%
SS
504
Sunbelt Securities
Texas
$1.32M -$31K -245 -2%
HI
505
Harbour Investments
Wisconsin
$1.32M +$1.33M +10,510 New
BA
506
Ballew Advisors
Mississippi
$1.31M +$659K +5,204 +100%
BP
507
Ballentine Partners
Massachusetts
$1.31M -$734K -5,802 -36%
PWM
508
Perigon Wealth Management
California
$1.3M +$85.9K +679 +7%
IIM
509
InTrack Investment Management
Vermont
$1.3M +$474K +3,746 +57%
HDIM
510
Hanson & Doremus Investment Management
Vermont
$1.29M +$63.9K +505 +5%
SP
511
Sarasin & Partners
United Kingdom
$1.29M +$1.3M +10,282 New
PP
512
Patron Partners
Texas
$1.28M -$79.7K -630 -6%
Mirae Asset Global Investments
513
Mirae Asset Global Investments
South Korea
$1.28M -$5.86M -46,261 -82%
CWM
514
Connecticut Wealth Management
Connecticut
$1.28M +$1.52K +12 +0.1%
TNB
515
TCF National Bank
South Dakota
$1.28M +$502K +3,970 +64%
LWP
516
Lumature Wealth Partners
Georgia
$1.28M +$667K +5,268 +107%
FMWA
517
Forvis Mazars Wealth Advisors
Missouri
$1.26M -$197K -1,557 -13%
BOM
518
Bank of Marin
California
$1.26M -$50.1K -396 -4%
OPWM
519
Oxinas Partners Wealth Management
Indiana
$1.25M -$3.54M -27,949 -74%
PAM
520
Peak Asset Management
Colorado
$1.25M +$1.26M +9,941 New
FAM
521
Flaharty Asset Management
Florida
$1.24M +$67.1K +530 +6%
PAG
522
Private Advisory Group
Washington
$1.23M +$428K +3,383 +53%
OPA
523
Old Port Advisors
Maine
$1.23M +$608K +4,803 +97%
VHAM
524
Van Hulzen Asset Management
California
$1.22M +$1.23M +9,750 New
DWM
525
Darwin Wealth Management
Florida
$1.22M +$743K +5,872 +152%
19 20
21
22 23

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.