We are live on ! Find out more
TIP icon

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
FFWA
776
FRG Family Wealth Advisors
Washington
$395K
AWA
777
Alta Wealth Advisors
Massachusetts
$395K +$132K +1,045 +50%
MWM
778
Mission Wealth Management
California
$389K +$61.6K +487 +19%
SCM
779
Spreng Capital Management
Ohio
$388K -$12.7K -100 -3%
IWAG
780
Integer Wealth Advisors Group
Georgia
$386K
FF
781
Friedenthal Financial
New Jersey
$385K -$4.82M -38,060 -93%
Betterment LLC
782
Betterment LLC
New York
$382K +$64.4K +509 +20%
FBC
783
Fairfield, Bush & Co
Connecticut
$382K +$165K +1,300 +74%
SXL
784
Summit X LLC
Missouri
$381K -$16.5K -130 -4%
RE
785
RBC Europe
United Kingdom
$380K +$88.6K +700 +30%
CFO
786
Colony Family Offices
North Carolina
$380K
OIA
787
Optimum Investment Advisors
Illinois
$380K +$137K +1,084 +56%
BFWA
788
Benchmark Financial Wealth Advisors
Florida
$380K +$383K +3,027 New
MCM
789
Mainstay Capital Management
Michigan
$376K -$11.5K -91 -3%
SF
790
Summit Financial
New Jersey
$374K +$3.54K +28 +0.9%
MA
791
Modus Advisors
Minnesota
$369K +$163K +1,284 +77%
NB
792
NBT Bank
New York
$368K +$17.1K +135 +5%
BJ
793
Brouwer & Janachowski
California
$364K
PAMG
794
Patton Albertson Miller Group
Tennessee
$363K +$6.96K +55 +2%
SWA
795
Sax Wealth Advisors
New Jersey
$360K
MRC
796
Millburn Ridgefield Corp
New York
$358K -$152K -1,198 -30%
GSIS
797
Global Strategic Investment Solutions
Arizona
$358K +$361K +2,850 New
BDF
798
Black Diamond Financial
Maryland
$355K
AF
799
Advisornet Financial
Minnesota
$350K
LA
800
LexAurum Advisors
Kansas
$350K +$30.6K +242 +10%

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.