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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
SCP
826
Syntal Capital Partners
Texas
$318K +$321K +2,535 New
NNP
827
Nachman Norwood & Parrott
South Carolina
$316K +$25.9K +205 +9%
IWP
828
Icon Wealth Partners
Texas
$316K +$318K +2,514 New
NFG
829
Norris Financial Group
South Carolina
$315K +$37K +292 +13%
RWA
830
Redhawk Wealth Advisors
Minnesota
$312K -$27K -213 -8%
ICM
831
IMS Capital Management
Oregon
$307K
EW
832
Emerson Wealth
Michigan
$306K -$6.76M -53,390 -73%
FRA
833
Frank Rimerman Advisors
California
$305K
APG
834
Abacus Planning Group
South Carolina
$305K
MAM
835
McLean Asset Management
Virginia
$302K
CFS
836
Cannon Financial Strategists
Georgia
$302K -$45.3K -358 -13%
RPWA
837
Regent Peak Wealth Advisors
Georgia
$301K +$1.27K +10 +0.4%
MYIA
838
Mount Yale Investment Advisors
Colorado
$301K +$304K +2,401 New
PA
839
Parkside Advisors
California
$300K -$6.33K -50 -2%
4FG
840
4Thought Financial Group
New York
$298K +$301K +2,376 New
PCS
841
Personal CFO Solutions
New Jersey
$297K +$299K +2,365 New
RW
842
REDW Wealth
New Mexico
$296K +$298K +2,356 New
FEM
843
Fulcrum Equity Management
Texas
$286K -$629K -4,967 -69%
FT
844
Fiduciary Trust
Massachusetts
$282K -$118K -935 -29%
TNB
845
Thomasville National Bank
Georgia
$282K +$21.8K +172 +8%
FRA
846
Front Row Advisors
California
$281K -$5.19K -41 -2%
FSG
847
Financial Strategies Group
Michigan
$280K -$12.4K -98 -4%
AIC
848
Argus Investors Counsel
New York
$279K +$281K +2,222 New
JHCP
849
Jackson Hole Capital Partners
Oklahoma
$278K
JLBC
850
J.L. Bainbridge & Co
Florida
$277K +$8.1K +64 +3%

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.