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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
AFS
726
Access Financial Services
Minnesota
$493K
SG
727
StoneX Group
New York
$492K +$30K +237 +6%
PG
728
Patten Group
Tennessee
$491K -$21K -166 -4%
HC
729
Hamilton Capital
Ohio
$491K
HWA
730
HCR Wealth Advisors
California
$491K +$247K +1,955 +100%
EWMCB
731
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$487K +$5.19K +41 +1%
SAM
732
Secure Asset Management
Michigan
$486K +$88.3K +698 +22%
HCM
733
Hodges Capital Management
Texas
$485K +$192K +1,515 +65%
SF
734
Synovus Financial
Georgia
$484K -$292K -2,308 -37%
HCP
735
Hexagon Capital Partners
Arkansas
$484K -$6.83K -54 -1%
DWP
736
Destiny Wealth Partners
Florida
$473K +$9.49K +75 +2%
CPO
737
Cerity Partners OCIO
New York
$473K +$121K +953 +34%
MECA
738
Miller Equity Capital Advisors
Texas
$470K
AWM
739
Altium Wealth Management
New York
$468K -$119K -943 -20%
WSC
740
Wellington Shields & Co
New York
$467K
DP
741
Dearborn Partners
Illinois
$466K
TA
742
Tectonic Advisors
Texas
$463K
OIM
743
Oder Investment Management
California
$462K -$127 -1 -0%
RIG
744
Roosevelt Investment Group
New York
$461K +$465K +3,670 New
NPF
745
Norris Perne & French
Michigan
$459K +$85.9K +679 +23%
CIC
746
Carnegie Investment Counsel
Ohio
$456K +$134K +1,060 +41%
CAM
747
Cresset Asset Management
Illinois
$452K +$17.1K +135 +4%
GSEP
748
Golden State Equity Partners
California
$451K -$2.53K -20 -0.6%
WIA
749
World Investment Advisors
California
$450K +$173K +1,365 +63%
VVP
750
Venture Visionary Partners
Ohio
$449K -$26.2K -207 -5%

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.