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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
EAM
676
Evanson Asset Management
California
$620K +$6.96K +55 +1%
HL
677
HeadInvest LLC
Maine
$613K +$97.3K +769 +19%
MC
678
Mathes Company
New York
$612K
LC
679
LCNB Corp
Ohio
$612K +$19K +150 +3%
WIC
680
Whitegate Investment Counselors
New Hampshire
$601K
RWB
681
RMR Wealth Builders
New Jersey
$601K +$175K +1,383 +41%
CCA
682
Cobblestone Capital Advisors
New York
$600K
GIM
683
Goelzer Investment Management
Indiana
$594K -$32.9K -260 -5%
FCA
684
FinTrust Capital Advisors
South Carolina
$594K -$3.42K -27 -0.6%
SFPM
685
Sensible Financial Planning & Management
Massachusetts
$584K +$153K +1,210 +35%
PWMAG
686
Pinnacle Wealth Management Advisory Group
New Jersey
$584K +$589K +4,650 New
HCIA
687
Hochman Cole Investment Advisors
Illinois
$583K -$33K -261 -5%
WAOTB
688
Wealth Advisors of Tampa Bay
Florida
$580K
FCC
689
Florin Court Capital
United Kingdom
$577K -$7.04M -55,600 -92%
WTC
690
WhitTier Trust Company
Nevada
$576K
SWA
691
Stratos Wealth Advisors
Ohio
$574K -$37.3K -295 -6%
TI
692
tru Independence
Oregon
$572K -$313K -2,469 -35%
MGWM
693
Marks Group Wealth Management
Minnesota
$571K
MGIA
694
Moneta Group Investment Advisors
Missouri
$553K +$115K +912 +26%
KCM
695
Kennicott Capital Management
California
$549K +$554K +4,374 New
Fiera Capital (Canada)
696
Fiera Capital (Canada)
Quebec, Canada
$548K +$12.3K +97 +2%
AWA
697
Acorn Wealth Advisors
Michigan
$547K +$145K +1,147 +36%
PFA
698
Plotkin Financial Advisors
Maryland
$544K +$50.6K +400 +10%
AFP
699
Ausdal Financial Partners
Iowa
$543K -$915K -7,226 -63%
HR
700
Hayden Royal
North Carolina
$541K +$546K +4,311 New

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.