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iShares TIPS Bond ETF

1,187 hedge funds and large institutions have $22.4B invested in iShares TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 615 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 615 | Existing positions reduced: 266

117% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 59

26% more capital invested

Capital invested by funds: $17.8B → $22.4B (+$4.58B)

14% more funds holding in top 10

Funds holding in top 10: 96109 (+13)

4% more funds holding

Funds holding: 1,1371,187 (+50)

3.64% more ownership

Funds ownership: 62.88%66.52% (+3.6%)

3% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $94.2M

Holders
1,187
Holders Change
+50
Holders Change %
+4.4%
% of All Funds
20.78%
Holding in Top 10
109
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.54%
% of All Funds
1.91%
New
128
Increased
615
Reduced
266
Closed
59
Calls
$96.9M
Puts
$94.2M
Net Calls
+$2.65M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
KC
526
Kingfisher Capital
North Carolina
$1.63M +$172K +1,337 +12%
ATPW
527
Ashton Thomas Private Wealth
Arizona
$1.62M +$555K +4,304 +51%
QCIG
528
Quad-Cities Investment Group
Iowa
$1.61M -$306K -2,377 -16%
FCA
529
FinTrust Capital Advisors
South Carolina
$1.61M +$951K +7,372 +140%
CCC
530
Crescent Capital Consulting
Louisiana
$1.61M +$1.62M +12,537 +14,925%
AIA
531
Arbor Investment Advisors
North Carolina
$1.59M +$1.24M +9,616 +342%
PFA
532
Plotkin Financial Advisors
Maryland
$1.57M +$173K +1,345 +12%
BFWA
533
Benchmark Financial Wealth Advisors
Florida
$1.56M +$1.02M +7,908 +185%
SG
534
StoneX Group
New York
$1.55M +$742K +5,755 +90%
CFS
535
Capital Financial Services
New York
$1.55M +$91.9K +713 +6%
GJIC
536
Gamble Jones Investment Counsel
California
$1.55M +$210K +1,625 +15%
SP
537
Successful Portfolios
Florida
$1.54M +$1.01M +7,797 +181%
AIC
538
Ameritas Investment Company
Nebraska
$1.54M +$477K +3,702 +44%
NFG
539
Nations Financial Group
Iowa
$1.54M +$327K +2,536 +27%
CIM
540
Cambria Investment Management
California
$1.53M -$387 -3 -0%
AC
541
Alexandria Capital
Virginia
$1.53M -$8.9K -69 -0.6%
TCA
542
Transcend Capital Advisors
New Jersey
$1.52M +$773K +5,992 +104%
RCAG
543
Rehmann Capital Advisory Group
Michigan
$1.51M +$427K +3,311 +39%
AC
544
Apella Capital
Connecticut
$1.51M -$103K -797 -6%
RIA
545
Realta Investment Advisors
Delaware
$1.5M +$161K +1,252 +12%
MFG
546
Magnus Financial Group
New York
$1.49M -$14.2K -110 -0.9%
CWS
547
Cypress Wealth Services
California
$1.49M +$1.1M +8,533 +270%
VAS
548
Vestmark Advisory Solutions
Massachusetts
$1.49M +$374K +2,897 +33%
ACP
549
Aviance Capital Partners
Florida
$1.49M -$138K -1,073 -8%
AA
550
Argent Advisors
Louisiana
$1.48M +$75.6K +586 +5%

TIP Hedge Fund Activity: Q3 2021 in Review

1,187 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2021, worth a combined $22.4B — up 26% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new TIP positions and 59 closed out — a net gain of 69 holders — while 615 added to existing stakes and 266 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.02B. The largest seller was Citadel Advisors, cutting an estimated $45.1M.

  • 1,187 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2021, up from 1,137 in Q2 2021.
  • Funds reported $22.4B of iShares TIPS Bond ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 128 funds opened new iShares TIPS Bond ETF positions in Q3 2021 and 59 closed out, a net change of +69 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.02B added.
  • The largest iShares TIPS Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2021.