We are live on ! Find out more
TIP icon

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
SB
551
Strategic Blueprint
Georgia
$1.09M +$163K +1,289 +17%
FM
552
Foster & Motley
Ohio
$1.09M +$6.96K +55 +0.6%
RFC
553
Regions Financial Corp
Alabama
$1.08M +$32.5K +257 +3%
PL
554
Plancorp LLC
Missouri
$1.08M -$150K -1,183 -12%
PHS
555
Pekin Hardy Strauss
Illinois
$1.07M +$69K +545 +7%
FFN
556
Focus Financial Network
Minnesota
$1.07M +$1.07M +8,487 New
MFA
557
Mayflower Financial Advisors
Massachusetts
$1.06M +$136K +1,076 +15%
DSC
558
Duncker Streett & Co
Missouri
$1.06M
IP
559
Intellectus Partners
California
$1.05M +$140K +1,107 +15%
DL
560
DOHJ LLC
Washington
$1.05M +$1.06M +8,340 New
RFA
561
Reilly Financial Advisors
California
$1.04M +$64.4K +509 +7%
PCA
562
Peddock Capital Advisors
Massachusetts
$1.04M +$1.05M +8,270 New
WB
563
Webster Bank
Connecticut
$1.04M +$4.81K +38 +0.5%
EVM
564
Eaton Vance Management
Massachusetts
$1.04M +$165K +1,300 +19%
AWM
565
Altavista Wealth Management
North Carolina
$1.03M -$127K -1,000 -11%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$1.02M -$108K -850 -9%
CRCM
567
Corbett Road Capital Management
Virginia
$1.02M -$1.19M -9,400 -54%
AB
568
Atlas Brown
Kentucky
$1.01M +$86.2K +681 +9%
FNBT
569
FineMark National Bank & Trust
Florida
$1.01M +$110K +867 +12%
VAS
570
Vestmark Advisory Solutions
Massachusetts
$1.01M -$141K -1,112 -12%
CAN
571
Claraphi Advisory Network
United States
$1M -$3.75M -29,607 -79%
RW
572
RVW Wealth
California
$1M
AWM
573
Avior Wealth Management
Nebraska
$991K -$307K -2,429 -24%
NAS
574
Nicolet Advisory Services
Wisconsin
$985K -$130K -1,028 -12%
LA
575
LVW Advisors
New York
$975K +$11.1K +88 +1%

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.