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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
GAM
751
Grandview Asset Management
Pennsylvania
$447K +$450K +3,559 New
CFD
752
Creative Financial Designs
Indiana
$445K +$72.3K +571 +19%
FA
753
Fortis Advisors
Pennsylvania
$444K +$330K +2,606 +280%
RB
754
Renasant Bank
Mississippi
$443K +$3.54K +28 +0.8%
VWA
755
V Wealth Advisors
Kansas
$443K +$97.5K +770 +28%
AllianceBernstein
756
AllianceBernstein
Tennessee
$437K +$95.4K +754 +28%
GCA
757
Gradient Capital Advisors
California
$435K -$13.9K -110 -3%
GC
758
Gilbert & Cook
Iowa
$434K
AC
759
Abbrea Capital
California
$434K +$34.8K +275 +9%
KFI
760
Key Financial Inc
Pennsylvania
$432K +$57.6K +455 +15%
BAS
761
Brown Advisory Securities
Maryland
$428K +$13.2K +104 +3%
PPG
762
Peak Planning Group
Colorado
$427K -$45.8K -362 -10%
AWM
763
Apollon Wealth Management
South Carolina
$420K +$423K +3,345 New
MWM
764
Modera Wealth Management
New Jersey
$416K -$12K -95 -3%
ED
765
Exane Derivatives
France
$414K +$156K +1,231 +59%
RF
766
Rollins Financial
Georgia
$414K +$417K +3,296 New
SB
767
Sunflower Bank
Texas
$413K -$82.1K -649 -16%
Lido Advisors
768
Lido Advisors
California
$408K +$31.9K +252 +8%
RMDI
769
R.M. Davis Inc
Maine
$406K +$16.7K +132 +4%
CA
770
Claro Advisors
Massachusetts
$405K
IC
771
Inscription Capital
Texas
$405K +$189K +1,492 +86%
AA
772
Advisory Alpha
Michigan
$403K +$406K +3,210 New
PPWP
773
Proquility Private Wealth Partners
Nevada
$399K -$34.3K -271 -8%
YWP
774
YorkBridge Wealth Partners
New York
$398K
H
775
Hexavest
Quebec, Canada
$397K

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.