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iShares TIPS Bond ETF
TIP

1,056 hedge funds and large institutions have $17.5B invested in iShares TIPS Bond ETF in 2020 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 452 increasing their positions, 268 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,068% more call options, than puts

Call options by funds: $947M | Put options by funds: $81M

171% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 65

69% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 268

17% more capital invested

Capital invested by funds: $14.9B → $17.5B (+$2.59B)

10% more funds holding

Funds holding: 959 → 1,056 (+97)

5% more funds holding in top 10

Funds holding in top 10: 78 → 82 (+4)

4.22% more ownership

Funds ownership: 61.87% → 66.09% (+4.2%)

Holders
1,056
Holders Change
+97
Holders Change %
+10.11%
% of All Funds
18.69%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.45%
New
176
Increased
452
Reduced
268
Closed
65
Calls
$947M
Puts
$81M
Net Calls
+$866M
Net Calls Change
+$96.8M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$1.54B
2
BlackRock
BlackRock
New York
+$265M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$192M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.7M
5
Morgan Stanley
Morgan Stanley
New York
+$66.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$234M
2
LPL Financial
LPL Financial
California
-$192M
3
G
GenTrust
Florida
-$49.1M
4
Fidelity International
Fidelity International
Bermuda
-$47.4M
5
Goldman Sachs
Goldman Sachs
New York
-$43.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
726
Sage Capital Advisors
South Dakota
$397K +$137K +1,085 +54%
RMDI
727
R.M. Davis Inc
Maine
$396K +$18.7K +148 +5%
MCM
728
Mainstay Capital Management
Michigan
$394K +$18.4K +146 +5%
IWAG
729
Integer Wealth Advisors Group
Georgia
$392K +$388K +3,076 New
RCG
730
Rock Creek Group
District of Columbia
$388K – – –
CFO
731
Colony Family Offices
North Carolina
$387K +$382K +3,030 New
RWM
732
RBA Wealth Management
California
$384K -$12.6K -100 -3%
Lido Advisors
733
Lido Advisors
California
$383K +$70.4K +558 +23%
AIP
734
Ameritas Investment Partners
Nebraska
$383K +$192K +1,520 +102%
IAA
735
Independent Advisor Alliance
North Carolina
$383K +$378K +3,000 New
AIM
736
Acropolis Investment Management
Missouri
$381K – – –
KFI
737
Key Financial Inc
Pennsylvania
$381K +$49.8K +395 +15%
NPF
738
Norris Perne & French
Michigan
$381K +$376K +2,981 New
CFD
739
Creative Financial Designs
Indiana
$380K -$119K -947 -24%
GTAM
740
Global Trust Asset Management
Florida
$377K -$157K -1,245 -30%
SF
741
Summit Financial
New Jersey
$377K +$13.5K +107 +4%
TFS
742
TrustCore Financial Services
Tennessee
$376K -$11.4K -90 -3%
BJ
743
Brouwer & Janachowski
California
$371K -$2.27K -18 -0.6%
JCM
744
Jag Capital Management
Missouri
$370K – – –
SWA
745
Sax Wealth Advisors
New Jersey
$366K +$361K +2,865 New
BDF
746
Black Diamond Financial
Maryland
$361K -$31.4K -249 -8%
PAMG
747
Patton Albertson Miller Group
Tennessee
$361K +$4.92K +39 +1%
CPO
748
Cerity Partners OCIO
New York
$360K +$1.51K +12 +0.4%
BCP
749
Blackhawk Capital Partners
Wisconsin
$359K +$358K +2,835 New
NB
750
NBT Bank
New York
$358K – – –
28 29
30
31 32

TIP Hedge Fund Activity: Q4 2020 in Review

1,056 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2020, worth a combined $17.5B — up 17% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new TIP positions and 65 closed out — a net gain of 111 holders — while 452 added to existing stakes and 268 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.54B. The largest seller was Jane Street, cutting an estimated $234M.

  • 1,056 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2020, up from 959 in Q3 2020.
  • Funds reported $17.5B of iShares TIPS Bond ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 176 funds opened new iShares TIPS Bond ETF positions in Q4 2020 and 65 closed out, a net change of +111 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $1.54B added.
  • The largest iShares TIPS Bond ETF seller in Q4 2020 was Jane Street, an estimated $234M sold.

Based on aggregated 13F filings for Q4 2020.