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iShares TIPS Bond ETF
TIP

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: 82 → 87 (+5)

4% more funds holding

Funds holding: 1,056 → 1,094 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$222M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$168M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$125M
4
Bank of America
Bank of America
North Carolina
+$78.7M
5
G
GenTrust
Florida
+$60.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.61B
2
SLI
Sumitomo Life Insurance
Japan
-$104M
3
Man Group
Man Group
United Kingdom
-$75M
4
Goldman Sachs
Goldman Sachs
New York
-$65M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$48.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Adams Wealth Management
Utah
$270K +$273K +2,154 New
CC
852
Cedar Capital
Illinois
$268K -$60.1K -475 -18%
FFG
853
Fullen Financial Group
Ohio
$268K – – –
FHA
854
First Horizon Advisors
Tennessee
$267K +$202K +1,599 +299%
EI
855
Ellevest Inc
New York
$264K +$266K +2,100 New
CF
856
Clarity Financial
Texas
$263K +$265K +2,096 New
AGM
857
Alpine Global Management
New York
$263K +$265K +2,097 New
PWA
858
Physician Wealth Advisors
Utah
$262K – – –
PJSIMP
859
P.J. Schmidt Investment Management (PJS)
Wisconsin
$261K – – –
NEGWA
860
New England Guild Wealth Advisors
Connecticut
$259K +$261K +2,063 New
AOWM
861
Alpha Omega Wealth Management
Virginia
$258K – – –
TAM
862
Todd Asset Management
Kentucky
$258K – – –
RBCM
863
Raub Brock Capital Management
California
$257K +$259K +2,050 New
RA
864
RFG Advisory
Alabama
$256K +$23.7K +187 +10%
EFS
865
Essex Financial Services
Connecticut
$255K -$253 -2 -0.1%
SCA
866
Sage Capital Advisors
South Dakota
$252K -$139K -1,099 -35%
CCMG
867
Clark Capital Management Group
Pennsylvania
$252K -$13.3K -105 -5%
Lazard Asset Management
868
Lazard Asset Management
New York
$251K – – –
TC
869
Tacita Capital
Ontario, Canada
$251K +$253K +2,000 New
FPCM
870
Financial Partners Capital Management
New York
$250K – – –
PCG
871
Private Capital Group
Connecticut
$249K +$73.5K +581 +41%
SCP
872
Silverleafe Capital Partners
Tennessee
$247K -$713K -5,637 -74%
I
873
INVST
Indiana
$247K +$246K +1,947 New
NEPWA
874
New England Private Wealth Advisors
Massachusetts
$247K +$248K +1,963 New
PWLP
875
Prio Wealth Limited Partnership
Massachusetts
$242K -$2.66K -21 -1%
33 34
35
36 37

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.