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iShares TIPS Bond ETF

1,187 hedge funds and large institutions have $22.4B invested in iShares TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 615 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 615 | Existing positions reduced: 266

117% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 59

26% more capital invested

Capital invested by funds: $17.8B → $22.4B (+$4.58B)

14% more funds holding in top 10

Funds holding in top 10: 96109 (+13)

4% more funds holding

Funds holding: 1,1371,187 (+50)

3.64% more ownership

Funds ownership: 62.88%66.52% (+3.6%)

3% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $94.2M

Holders
1,187
Holders Change
+50
Holders Change %
+4.4%
% of All Funds
20.78%
Holding in Top 10
109
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.54%
% of All Funds
1.91%
New
128
Increased
615
Reduced
266
Closed
59
Calls
$96.9M
Puts
$94.2M
Net Calls
+$2.65M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
876
Berger Financial Group
Minnesota
$388K -$50.7K -393 -11%
CFO
877
Colony Family Offices
North Carolina
$387K
SFI
878
SPC Financial Inc
Maryland
$387K +$54.7K +424 +16%
RE
879
RBC Europe
United Kingdom
$387K
AIP
880
Almanack Investment Partners
Pennsylvania
$379K -$2.95M -22,884 -89%
CA
881
CGN Advisors
Kansas
$378K +$37K +287 +11%
MA
882
Modus Advisors
Minnesota
$376K
NB
883
NBT Bank
New York
$375K
Betterment LLC
884
Betterment LLC
New York
$371K +$84.5K +655 +29%
NPF
885
Norris Perne & French
Michigan
$368K
ABC
886
Associated Banc-Corp
Wisconsin
$367K -$15.2K -118 -4%
OIA
887
Optimum Investment Advisors
Illinois
$367K +$15.9K +123 +4%
CBFP
888
Cedar Brook Financial Partners
Ohio
$356K -$38.9K -302 -10%
FPGK
889
Financial Partners Group (Kansas)
Kansas
$356K +$359K +2,787 New
MFG
890
MidWestOne Financial Group
Iowa
$355K
PMA
891
Prudent Man Advisors
Illinois
$355K
AWM
892
Aprio Wealth Management
Georgia
$354K -$1.16M -8,980 -76%
BJ
893
Brouwer & Janachowski
California
$353K
BWM
894
Baystate Wealth Management
Massachusetts
$353K +$353K +2,741 +13,705%
T
895
TRUADVICE
Florida
$347K -$362K -2,809 -51%
ECA
896
Elevated Capital Advisors
Utah
$346K +$350K +2,713 New
FMW
897
Farr Miller & Washington
District of Columbia
$345K
CC
898
Cypress Capital
Tennessee
$345K +$348K +2,700 New
RGC
899
Roberts, Glore & Co
Illinois
$343K
DWM
900
Destination Wealth Management
California
$343K +$347K +2,690 New

TIP Hedge Fund Activity: Q3 2021 in Review

1,187 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2021, worth a combined $22.4B — up 26% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new TIP positions and 59 closed out — a net gain of 69 holders — while 615 added to existing stakes and 266 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.02B. The largest seller was Citadel Advisors, cutting an estimated $45.1M.

  • 1,187 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2021, up from 1,137 in Q2 2021.
  • Funds reported $22.4B of iShares TIPS Bond ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 128 funds opened new iShares TIPS Bond ETF positions in Q3 2021 and 59 closed out, a net change of +69 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.02B added.
  • The largest iShares TIPS Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2021.