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iShares TIPS Bond ETF
TIP

1,363 hedge funds and large institutions have $26.3B invested in iShares TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 673 increasing their positions, 278 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 58

142% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 278

37% more funds holding in top 10

Funds holding in top 10: 109 → 149 (+40)

17% more capital invested

Capital invested by funds: $22.4B → $26.3B (+$3.9B)

15% more funds holding

Funds holding: 1,187 → 1,363 (+176)

2.08% more ownership

Funds ownership: 66.52% → 68.6% (+2.1%)

90% less call options, than puts

Call options by funds: $159M | Put options by funds: $1.64B

Holders
1,363
Holders Change
+176
Holders Change %
+14.83%
% of All Funds
20.98%
Holding in Top 10
149
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+36.7%
% of All Funds
2.29%
New
260
Increased
673
Reduced
278
Closed
58
Calls
$159M
Puts
$1.64B
Net Calls
-$1.48B
Net Calls Change
-$1.48B

Top Buyers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$597M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$426M
3
JP Morgan Chase
JP Morgan Chase
New York
+$346M
4
Morgan Stanley
Morgan Stanley
New York
+$258M
5
BlackRock
BlackRock
New York
+$174M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$244M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$105M
3
FSC
Full Sail Capital
Oklahoma
-$48.4M
4
SLI
Sumitomo Life Insurance
Japan
-$41.3M
5
Franklin Resources
Franklin Resources
California
-$40.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
501
Intrepid Family Office
Florida
$2.58M +$2.58M +20,000 New
CAGAS
502
Capital Advisory Group Advisory Services
Minnesota
$2.57M +$108K +835 +4%
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$2.56M +$201K +1,560 +9%
ORC
504
O'Rourke & Company
Massachusetts
$2.55M +$2.55M +19,771 New
PPA
505
Parametric Portfolio Associates
Washington
$2.54M +$2.02M +15,638 +387%
HI
506
Harbour Investments
Wisconsin
$2.53M -$4.13M -32,033 -62%
HIA
507
Harbor Investment Advisory
Maryland
$2.53M -$195K -1,514 -7%
DAS
508
Dynamic Advisor Solutions
Arizona
$2.5M -$692K -5,368 -22%
FUBT
509
First United Bank & Trust
Maryland
$2.48M +$30.7K +238 +1%
BC
510
Burleson & Co
California
$2.46M +$151K +1,173 +7%
DWM
511
Dakota Wealth Management
Florida
$2.44M -$198K -1,535 -8%
LWM
512
Laidlaw Wealth Management
New York
$2.44M +$2.43M +18,846 New
SFG
513
Sovereign Financial Group
Connecticut
$2.43M +$609K +4,722 +33%
WPA
514
West Paces Advisors
Georgia
$2.43M +$256K +1,988 +12%
MC
515
Minot Capital
Colorado
$2.42M – – –
PA
516
Pinnacle Associates
New York
$2.42M -$5.03K -39 -0.2%
MFG
517
Magnus Financial Group
New York
$2.42M +$905K +7,019 +60%
JCM
518
Jacobi Capital Management
Pennsylvania
$2.41M +$208K +1,613 +9%
WP
519
WMS Partners
Maryland
$2.4M +$52K +403 +2%
VRM
520
Vectors Research Management
New York
$2.38M +$2.19M +16,956 +1,130%
HC
521
HNP Capital
New York
$2.38M +$2.38M +18,426 New
EWA
522
Exencial Wealth Advisors
Oklahoma
$2.37M +$2.37M +18,359 New
ZCM
523
Ziegler Capital Management
Illinois
$2.35M +$2.35M +18,200 New
MYIA
524
Mount Yale Investment Advisors
Colorado
$2.32M +$487K +3,778 +27%
BFA
525
Bragg Financial Advisors
North Carolina
$2.32M – – –
19 20
21
22 23

TIP Hedge Fund Activity: Q4 2021 in Review

1,363 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2021, worth a combined $26.3B — up 17% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 260 funds opened new TIP positions and 58 closed out — a net gain of 202 holders — while 673 added to existing stakes and 278 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $597M. The largest seller was Jane Street, cutting an estimated $244M.

  • 1,363 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2021, up from 1,187 in Q3 2021.
  • Funds reported $26.3B of iShares TIPS Bond ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 260 funds opened new iShares TIPS Bond ETF positions in Q4 2021 and 58 closed out, a net change of +202 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2021 was Mitsubishi UFJ Trust & Banking, an estimated $597M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2021 was Jane Street, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.