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iShares TIPS Bond ETF
TIP

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: 96 → 109 (+13)

4% more funds holding

Funds holding: 1,137 → 1,187 (+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

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.02B
2
JP Morgan Chase
JP Morgan Chase
New York
+$702M
3
BlackRock
BlackRock
New York
+$334M
4
Jane Street
Jane Street
New York
+$305M
5
LPL Financial
LPL Financial
California
+$230M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$45.1M
2
GI
Gradient Investments
Minnesota
-$35.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34.3M
4
WFS
Weitzel Financial Services
Iowa
-$30.7M
5
AF
Ally Financial
Michigan
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
551
First Hawaiian Bank
Hawaii
$1.47M -$15.7K -122 -1%
CCM
552
Coldstream Capital Management
Washington
$1.46M -$1.08M -8,403 -42%
LWP
553
Lumature Wealth Partners
Georgia
$1.46M +$38K +295 +3%
TIA
554
Tiemann Investment Advisors
California
$1.45M – – –
ANTB
555
AMG National Trust Bank
Colorado
$1.45M -$1.29K -10 -0.1%
BSAM
556
Blue Square Asset Management
New York
$1.45M -$944K -7,322 -39%
WFC
557
Western Financial Corp
California
$1.43M +$1.44M +11,205 New
GWM
558
Geneos Wealth Management
Colorado
$1.43M +$158K +1,225 +12%
CIBC Private Wealth Group
559
CIBC Private Wealth Group
Georgia
$1.42M +$7.48K +58 +0.5%
WCM
560
WealthBridge Capital Management
Ohio
$1.42M +$45.4K +352 +3%
Cerity Partners
561
Cerity Partners
New York
$1.42M +$113K +877 +9%
SFG
562
Sunburst Financial Group
Alabama
$1.41M -$20.8K -161 -1%
SC
563
Solstein Capital
California
$1.4M +$1.24M +9,600 +726%
GFP
564
Gryphon Financial Partners
Ohio
$1.39M -$562K -4,359 -29%
CWA
565
Capital Wealth Alliance
Arizona
$1.39M +$4.9K +38 +0.4%
MCIA
566
Mountain Capital Investment Advisors
Colorado
$1.39M +$1.4M +10,842 New
MWA
567
Meridian Wealth Advisors
Texas
$1.38M +$13.5K +105 +1%
WCFA
568
Walkner Condon Financial Advisors
Wisconsin
$1.37M – – –
VWM
569
Venturi Wealth Management
Texas
$1.35M +$1.37M +10,594 New
HDIM
570
Hanson & Doremus Investment Management
Vermont
$1.34M +$466K +3,615 +53%
BST
571
Bath Savings Trust
Maine
$1.33M +$373K +2,890 +38%
B
572
Bridgeworth
Alabama
$1.33M +$5.8K +45 +0.4%
HCM
573
Hollencrest Capital Management
California
$1.33M +$63.2K +490 +5%
SAM
574
Silvercrest Asset Management
New York
$1.33M +$1.34M +10,387 New
CSWG
575
Cardinal Strategic Wealth Guidance
Kentucky
$1.32M +$1.33M +10,324 New
21 22
23
24 25

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.