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iShares TIPS Bond ETF
TIP

1,075 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 279 increasing their positions, 561 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,182% more call options, than puts

Call options by funds: $2.76B | Put options by funds: $121M

2.46% less ownership

Funds ownership: 62.68% → 60.22% (-2.5%)

3% less funds holding

Funds holding: 1,112 → 1,075 (-37)

8% less capital invested

Capital invested by funds: $14.1B → $13B (-$1.06B)

11% less funds holding in top 10

Funds holding in top 10: 63 → 56 (-7)

27% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 86

50% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 561

Holders
1,075
Holders Change
-37
Holders Change %
-3.33%
% of All Funds
16.88%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
63
Increased
279
Reduced
561
Closed
86
Calls
$2.76B
Puts
$121M
Net Calls
+$2.64B
Net Calls Change
+$517M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$480M
2
BlackRock
BlackRock
New York
+$164M
3
IG
ING Group
Netherlands
+$63.2M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$52.6M
5
Goldman Sachs
Goldman Sachs
New York
+$34.6M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$256M
2
Morgan Stanley
Morgan Stanley
New York
-$148M
3
SLI
Sumitomo Life Insurance
Japan
-$144M
4
State Street
State Street
Massachusetts
-$138M
5
Bank of America
Bank of America
North Carolina
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
851
RBA Wealth Management
California
$230K – – –
DWP
852
Daymark Wealth Partners
Ohio
$229K – – –
WWM
853
Windsor Wealth Management
Indiana
$228K +$2.07K +19 +0.9%
CC
854
Commons Capital
Massachusetts
$227K -$932K -8,559 -80%
BFC
855
Bedel Financial Consulting
Indiana
$226K +$2.18K +20 +1%
EI
856
Ellevest Inc
New York
$226K – – –
WAS
857
WESPAC Advisors SoCal
California
$226K – – –
FA
858
Fiduciary Alliance
South Carolina
$224K +$226K +2,079 New
TAM
859
Todd Asset Management
Kentucky
$222K – – –
RT
860
Rockland Trust
Massachusetts
$221K -$35.2K -323 -14%
RGF
861
Retirement Guys Formula
Ohio
$221K -$6.32K -58 -3%
HH
862
Hilltop Holdings
Texas
$220K -$240K -2,204 -52%
NAM
863
NTV Asset Management
West Virginia
$219K – – –
AOWM
864
Alpha Omega Wealth Management
Virginia
$217K – – –
EGA
865
Eagle Global Advisors
Texas
$215K – – –
Lazard Asset Management
866
Lazard Asset Management
New York
$215K – – –
AAG
867
Armstrong Advisory Group
Massachusetts
$214K +$3.05K +28 +1%
PWP
868
Principle Wealth Partners
Connecticut
$213K – – –
ECA
869
Elevated Capital Advisors
Utah
$212K – – –
PWPS
870
Pinnacle Wealth Planning Services
Ohio
$211K – – –
FFA
871
Farther Finance Advisors
California
$211K +$106K +972 +99%
REMPR
872
Roof Eidam Maycock Peralta (REMP)
California
$210K – – –
RW
873
Rede Wealth
Virginia
$209K -$118K -1,082 -36%
PPWP
874
Proquility Private Wealth Partners
Nevada
$209K -$1.31K -12 -0.6%
SWA
875
SOA Wealth Advisors
New York
$207K -$4.57K -42 -2%
33 34
35
36 37

TIP Hedge Fund Activity: Q2 2023 in Review

1,075 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2023, worth a combined $13B — down 7.5% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of TIP and 63 opened new positions — a net loss of 23 holders — while 561 trimmed existing stakes and 279 added.

The largest buyer was JP Morgan Chase, adding an estimated $480M. The largest seller was UBS Group, cutting an estimated $256M.

  • 1,075 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2023, down from 1,112 in Q1 2023.
  • Funds reported $13B of iShares TIPS Bond ETF stock for Q2 2023, down 7.5% quarter-over-quarter.
  • 63 funds opened new iShares TIPS Bond ETF positions in Q2 2023 and 86 closed out, a net change of -23 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $480M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2023 was UBS Group, an estimated $256M sold.

Based on aggregated 13F filings for Q2 2023.