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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
VWA
576
VERITY Wealth Advisors
United States
$971K
SMC
577
Smith, Moore & Co
Missouri
$969K +$43.3K +342 +5%
GIA
578
Gladstone Institutional Advisory
Florida
$964K +$973K +7,684 New
FA
579
FDx Advisors
Illinois
$959K -$1.75M -13,851 -64%
CCG
580
Cypress Capital Group
Florida
$957K +$50.6K +400 +6%
KF
581
Krilogy Financial
Missouri
$957K +$310K +2,452 +47%
WA
582
WealthTrust Axiom
Pennsylvania
$951K -$26.5K -209 -3%
WOSD
583
WFA of San Diego
California
$951K +$959K +7,574 New
HH
584
Hilltop Holdings
Texas
$946K -$942K -7,444 -50%
EPM
585
Elm Partners Management
Pennsylvania
$945K -$5.8M -45,820 -86%
AIS
586
American Investment Services
Massachusetts
$944K +$49.6K +392 +5%
AA
587
Ancora Advisors
Ohio
$942K
GAMC
588
Garner Asset Management Corp
Texas
$929K -$398K -3,143 -30%
IFA
589
Interactive Financial Advisors
Illinois
$915K +$22.8K +180 +3%
ATC
590
Argent Trust Co
Tennessee
$912K +$33K +261 +4%
BO
591
BRR OpCo
Ohio
$908K -$11.1K -88 -1%
SCA
592
Spearhead Capital Advisors
Florida
$906K
ZIM
593
Zacks Investment Management
Illinois
$897K +$501K +3,960 +124%
JWCA
594
J.W. Coons Advisors
Ohio
$893K -$6.33K -50 -0.7%
AWM
595
Accel Wealth Management
Iowa
$883K +$149K +1,180 +20%
TPWA
596
TRUE Private Wealth Advisors
Oregon
$883K +$815K +6,439 +1,082%
GPFA
597
Game Plan Financial Advisors
Ohio
$878K
MWM
598
Meridian Wealth Management
Kentucky
$878K +$20.8K +164 +2%
B
599
Bellecapital
Switzerland
$877K -$33K -261 -4%
MAWCM
600
Mine & Arao Wealth Creation & Management
California
$874K +$116K +917 +15%

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.