iShares TIPS Bond ETF
1,219 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 681 reducing their positions, and 125 closing their positions.
447% more call options, than puts
Call options by funds: $173M | Put options by funds: $31.6M
18% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 125
0% less funds holding
Funds holding: 1,221 → 1,219 (-2)
2.75% less ownership
Funds ownership: 64.1% → 61.35% (-2.7%)
9% less capital invested
Capital invested by funds: $16.9B → $15.4B (-$1.58B)
21% less funds holding in top 10
Funds holding in top 10: 96 → 76 (-20)
63% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 681
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$112M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$96.5M |
| 3 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
+$74.5M |
| 4 |
BM
Baymount Management
Miami,
Florida
|
+$65.1M |
| 5 |
Barclays
London,
United Kingdom
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$653M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$305M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$281M |
| 4 |
Jane Street
New York
|
-$280M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$245M |
TIP Hedge Fund Activity: Q4 2022 in Review
1,219 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2022, worth a combined $15.4B — down 9.3% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new TIP positions and 125 closed out — a net gain of 22 holders — while 252 added to existing stakes and 681 trimmed.
The largest buyer was Evoke Wealth, adding an estimated $112M. The largest seller was Envestnet Asset Management, cutting an estimated $653M.
- 1,219 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2022, down from 1,221 in Q3 2022.
- Funds reported $15.4B of iShares TIPS Bond ETF stock for Q4 2022, down 9.3% quarter-over-quarter.
- 147 funds opened new iShares TIPS Bond ETF positions in Q4 2022 and 125 closed out, a net change of +22 holders.
- The largest iShares TIPS Bond ETF buyer in Q4 2022 was Evoke Wealth, an estimated $112M added.
- The largest iShares TIPS Bond ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $653M sold.
Based on aggregated 13F filings for Q4 2022.