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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
HSA
701
HBK Sorce Advisory
Pennsylvania
$537K -$8.48K -67 -2%
SAS
702
Stelac Advisory Services
New York
$536K -$372K -2,940 -41%
CWM
703
Collaborative Wealth Management
Florida
$535K +$543K +4,293 New
NB
704
Nicolet Bankshares
Wisconsin
$532K -$86.7K -685 -14%
JDR
705
Jay D. Rosenbaum
$528K
SP
706
Successful Portfolios
Florida
$524K
PFA
707
Pettinga Financial Advisors
Indiana
$521K +$525K +4,148 New
CWM
708
Centric Wealth Management
Illinois
$519K -$9.11K -72 -2%
WP
709
WealthShield Partners
North Carolina
$515K -$1.09M -8,624 -68%
AWA
710
Arete Wealth Advisors
Illinois
$514K +$221K +1,748 +74%
FFG
711
Ford Financial Group
California
$512K -$135K -1,065 -21%
AIM
712
Acropolis Investment Management
Missouri
$511K +$138K +1,090 +37%
AAM
713
Advisors Asset Management
Colorado
$508K +$97.5K +770 +24%
KM
714
Kalos Management
Georgia
$507K +$504K +3,983 New
SGCA
715
Steel Grove Capital Advisors
Tennessee
$507K +$511K +4,037 New
HWM
716
Hemington Wealth Management
Virginia
$507K +$512K +4,043 New
JFG
717
JMG Financial Group
Illinois
$506K
SCM
718
Stordahl Capital Management
Colorado
$506K
BFG
719
Berger Financial Group
Minnesota
$505K -$25.2M -198,900 -98%
First Manhattan
720
First Manhattan
New York
$502K
AFAS
721
Acorn Financial Advisory Services
Virginia
$500K +$276K +2,183 +121%
WSFS
722
Wilmington Savings Fund Society
Delaware
$499K -$22K -174 -4%
OC
723
Oarsman Capital
Wisconsin
$498K -$14.7K -116 -3%
CFO
724
CVA Family Office
Colorado
$498K +$157K +1,238 +45%
MFW
725
Mosaic Family Wealth
Missouri
$496K

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.