We are live on ! Find out more
TIP icon

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
VC
776
Veracity Capital
Georgia
$564K +$569K +4,416 New
TI
777
tru Independence
Oregon
$563K +$569K +4,413 New
DP
778
Dearborn Partners
Illinois
$560K +$86.4K +670 +18%
RFN
779
RDA Financial Network
Iowa
$560K +$175K +1,355 +45%
HCM
780
Hodges Capital Management
Texas
$551K +$19.3K +150 +4%
AFP
781
Ausdal Financial Partners
Iowa
$550K +$22.2K +172 +4%
WA
782
Wambolt & Associates
Colorado
$550K +$555K +4,305 New
HSA
783
HBK Sorce Advisory
Pennsylvania
$542K -$4.38K -34 -0.8%
GSEP
784
Golden State Equity Partners
California
$541K -$2.58K -20 -0.5%
PPWP
785
Proquility Private Wealth Partners
Nevada
$541K +$142K +1,105 +35%
LF
786
Lantz Financial
Illinois
$541K +$546K +4,234 New
CAC
787
Certified Advisory Corp
Florida
$538K +$7.61K +59 +1%
SAS
788
Stelac Advisory Services
New York
$536K -$53K -411 -9%
KFS
789
Kelly Financial Services
Massachusetts
$536K -$2.78M -21,589 -84%
EWMCB
790
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$531K +$32K +248 +6%
SCM
791
Stordahl Capital Management
Colorado
$528K
First Manhattan
792
First Manhattan
New York
$527K +$9.8K +76 +2%
ACM
793
Advisors Capital Management
New Jersey
$525K +$531K +4,115 New
FDCDDQ
794
Federation des caisses Desjardins du Quebec
Quebec, Canada
$525K -$140K -1,088 -21%
CA
795
Claro Advisors
Massachusetts
$522K +$62.1K +482 +13%
TNAM
796
Terra Nova Asset Management
New York
$519K +$524K +4,061 New
TA
797
TrueWealth Advisors
Alabama
$518K +$523K +4,057 New
PPA
798
Parametric Portfolio Associates
Washington
$516K -$3.49M -27,041 -87%
HWM
799
Hemington Wealth Management
Virginia
$516K
SGCA
800
Steel Grove Capital Advisors
Tennessee
$515K

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.