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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
MFG
801
MidWestOne Financial Group
Iowa
$349K
PMA
802
Prudent Man Advisors
Illinois
$349K
SG
803
Somerset Group
Minnesota
$348K
SFI
804
SPC Financial Inc
Maryland
$348K +$20.6K +163 +6%
SFA
805
Sequoia Financial Advisors
Ohio
$346K +$36.1K +285 +12%
OPS
806
Orion Portfolio Solutions
Nebraska
$343K -$245K -1,935 -41%
PFA
807
Pinnacle Family Advisors
Missouri
$342K -$561K -4,435 -62%
CAC
808
Certified Advisory Corp
Florida
$342K +$345K +2,728 New
FMW
809
Farr Miller & Washington
District of Columbia
$339K
EM
810
Excalibur Management
Massachusetts
$338K -$225K -1,775 -40%
RGC
811
Roberts, Glore & Co
Illinois
$338K +$5.57K +44 +2%
SMF
812
Sterling Manor Financial
New York
$329K -$14.4K -114 -4%
LPIC
813
LeJeune Puetz Investment Counsel
Michigan
$326K -$15.2K -120 -4%
SNT
814
Security National Trust
West Virginia
$325K +$115K +910 +54%
MWM
815
Mattern Wealth Management
Kansas
$324K -$75.9K -600 -19%
IIC
816
Ironwood Investment Counsel
Arizona
$324K -$22.7K -179 -6%
LFF
817
Level Four Financial
Texas
$324K
FIM
818
Fernwood Investment Management
Massachusetts
$323K -$87.2K -689 -21%
ABC
819
Associated Banc-Corp
Wisconsin
$321K +$8.99K +71 +3%
JAG
820
Journey Advisory Group
Kentucky
$320K -$12.7K -100 -4%
JPLA
821
Joseph P. Lucia & Associates
New York
$320K +$216K +1,710 +204%
TFS
822
TrustCore Financial Services
Tennessee
$319K -$50.6K -400 -14%
TW
823
TrinityPoint Wealth
Connecticut
$319K
CF
824
Centaurus Financial
California
$319K +$9.75K +77 +3%
BA
825
Bard Associates
Illinois
$318K

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.