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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
KM
751
Kalos Management
Georgia
$643K +$83.9K +651 +15%
SFPM
752
Sensible Financial Planning & Management
Massachusetts
$637K +$17.7K +137 +3%
RSWM
753
Robertson Stephens Wealth Management
California
$630K +$636K +4,934 New
EDRH
754
Edmond de Rothschild Holding
Switzerland
$628K
Fiera Capital (Canada)
755
Fiera Capital (Canada)
Quebec, Canada
$627K +$68.3K +530 +12%
PWMAG
756
Pinnacle Wealth Management Advisory Group
New Jersey
$624K +$17.5K +136 +3%
MC
757
Mathes Company
New York
$622K
BCM
758
Birmingham Capital Management
Alabama
$622K +$19.3K +150 +3%
SAM
759
Secure Asset Management
Michigan
$620K +$11K +85 +2%
SC
760
Savant Capital
Illinois
$619K -$38.4K -298 -6%
WSTAM
761
Wilbanks Smith & Thomas Asset Management
Virginia
$619K -$5.67K -44 -0.9%
VWA
762
V Wealth Advisors
Kansas
$619K +$39.2K +304 +7%
MWM
763
Modera Wealth Management
New Jersey
$618K +$189K +1,466 +43%
IFWM
764
Institute for Wealth Management
Colorado
$613K -$6.45K -50 -1%
CCG
765
Cypress Capital Group
Florida
$611K +$7.74K +60 +1%
AF
766
Advisornet Financial
Minnesota
$611K +$251K +1,944 +68%
WIC
767
Whitegate Investment Counselors
New Hampshire
$608K -$3.22K -25 -0.5%
CCA
768
Cobblestone Capital Advisors
New York
$603K -$21.9K -170 -3%
OC
769
Oarsman Capital
Wisconsin
$597K
FTC
770
Farmers Trust Company
Ohio
$583K +$588K +4,557 New
MGWM
771
Marks Group Wealth Management
Minnesota
$581K
IIC
772
Ironwood Investment Counsel
Arizona
$580K -$48.7K -378 -8%
FIM
773
Fernwood Investment Management
Massachusetts
$572K -$672K -5,213 -54%
MIH
774
Meitav Investment House
Israel
$569K -$102K -790 -15%
FA
775
Fortis Advisors
Pennsylvania
$569K +$108K +835 +23%

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.