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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
Bessemer Group
626
Bessemer Group
New Jersey
$793K
MCM
627
Monument Capital Management
Virginia
$791K +$798K +6,304 New
PA
628
PFG Advisors
Arizona
$790K -$34.2K -270 -4%
BS
629
Boenning & Scattergood
Pennsylvania
$789K -$125K -985 -14%
IA
630
IFG Advisory
Georgia
$787K -$94.3K -745 -11%
A
631
AdvicePeriod
California
$784K +$207K +1,632 +35%
Invesco
632
Invesco
Georgia
$783K -$1.65K -13 -0.2%
LL
633
LPWM LLC
Minnesota
$781K +$70.5K +557 +10%
IFWM
634
Institute for Wealth Management
Colorado
$779K -$126K -995 -14%
AFIA
635
America First Investment Advisors
Nebraska
$761K +$105K +831 +16%
ECM
636
Evergreen Capital Management
Washington
$747K
SS
637
Simplicity Solutions
Minnesota
$740K -$13.6M -107,594 -95%
ISWM
638
Independent Solutions Wealth Management
New York
$739K -$55.4K -438 -7%
IA
639
IFP Advisors
Florida
$735K -$4.09M -32,317 -85%
DI
640
Disciplined Investments
Oklahoma
$730K +$74.8K +591 +11%
MFS
641
McNamara Financial Services
Massachusetts
$729K +$60.6K +479 +9%
IA
642
IFG Advisors
Missouri
$727K +$149K +1,175 +25%
GG
643
Gofen & Glossberg
Illinois
$726K +$38K +300 +5%
SW
644
SlateStone Wealth
Florida
$724K -$188K -1,485 -20%
BST
645
Bath Savings Trust
Maine
$722K +$394K +3,110 +118%
CTA
646
Chesley Taft & Associates
Illinois
$719K +$381K +3,010 +110%
CFO
647
Collective Family Office
Pennsylvania
$718K +$187K +1,475 +35%
MWA
648
Meridian Wealth Advisors
Texas
$714K +$720K +5,687 New
SWMG
649
Strategic Wealth Management Group
Maryland
$709K
RT
650
Rockland Trust
Massachusetts
$704K -$28.5K -225 -4%

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.