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iShares TIPS Bond ETF

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: 96109 (+13)

4% more funds holding

Funds holding: 1,1371,187 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RW
701
Rede Wealth
Virginia
$777K +$300K +2,327 +62%
SCM
702
Stonehearth Capital Management
Massachusetts
$773K -$13K -101 -2%
WAS
703
Wealth Advisory Solutions
Indiana
$771K +$25.1K +195 +3%
Bessemer Group
704
Bessemer Group
New Jersey
$770K -$37.4K -290 -5%
HSBC Holdings
705
HSBC Holdings
United Kingdom
$766K -$1.52M -11,784 -66%
BIA
706
Bigelow Investment Advisors
Maine
$754K +$115K +890 +18%
SSG
707
Summit Securities Group
New York
$753K +$761K +5,900 New
CWP
708
Concord Wealth Partners
Virginia
$750K -$9.93K -77 -1%
IA
709
Insight Advisors
Pennsylvania
$749K -$1.8K -14 -0.2%
ACA
710
Atlas Capital Advisors
Wyoming
$746K +$683K +5,295 +961%
Axa
711
Axa
France
$742K +$750K +5,814 New
GG
712
Gofen & Glossberg
Illinois
$739K
FWM
713
Focused Wealth Management
New York
$734K +$35.7K +277 +5%
VVP
714
Venture Visionary Partners
Ohio
$730K +$39.8K +309 +6%
Invesco
715
Invesco
Georgia
$725K -$129K -1,003 -15%
PP
716
Professional Planning
California
$721K +$47.6K +369 +7%
BIM
717
Baldwin Investment Management
Pennsylvania
$715K
SAM
718
S.A. Mason
Michigan
$712K
CAM
719
Cubic Asset Management
Massachusetts
$712K +$9.67K +75 +1%
KWMG
720
King Wealth Management Group
Florida
$709K -$1.93K -15 -0.3%
ISWM
721
Independent Solutions Wealth Management
New York
$704K -$22.6K -175 -3%
AWM
722
AllSquare Wealth Management
New York
$700K
LA
723
LexAurum Advisors
Kansas
$699K +$259K +2,010 +58%
RT
724
Rockland Trust
Massachusetts
$698K -$1.16K -9 -0.2%
CRWM
725
Castle Rock Wealth Management
California
$695K -$8.38K -65 -1%

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.