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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
DI
901
DFPG Investments
Utah
$223K -$886 -7 -0.4%
GIA
902
Granite Investment Advisors
New Hampshire
$223K +$225K +1,780 New
NG
903
Northstar Group
New York
$222K – – –
SBH
904
Segall Bryant & Hamill
Illinois
$222K +$227K +1,794 New
CMBA
905
C.M. Bidwell & Associates
Hawaii
$221K -$7.59K -60 -3%
CWS
906
Cypress Wealth Services
California
$219K +$221K +1,743 New
CNC
907
Citizens & Northern Corp
Pennsylvania
$219K +$221K +1,747 New
SCA
908
Stonebridge Capital Advisors
Minnesota
$218K +$4.18K +33 +2%
BRWM
909
B. Riley Wealth Management
Tennessee
$218K +$219K +1,734 New
SWM
910
Shakespeare Wealth Management
Wisconsin
$213K – – –
RFN
911
RDA Financial Network
Iowa
$212K – – –
PH
912
Pinnacle Holdings
Oklahoma
$212K -$1.01K -8 -0.5%
BFA
913
Benedict Financial Advisors
Georgia
$211K +$213K +1,682 New
EPA
914
Element Pointe Advisors
Florida
$210K +$212K +1,674 New
TA
915
TFG Advisers
Michigan
$209K – – –
FFBTD
916
First Financial Bank - Trust Division
Ohio
$208K -$5.95K -47 -3%
EWM
917
Evercore Wealth Management
New York
$207K – – –
GKWIM
918
Gerber Kawasaki Wealth & Investment Management
California
$205K +$208K +1,641 New
MWM
919
Midwest Wealth Management
Indiana
$203K -$8.86K -70 -4%
WAM
920
Weatherly Asset Management
California
$203K – – –
AWA
921
Arkadios Wealth Advisors
Georgia
$201K +$15.9K +126 +9%
CPWM
922
Cardinal Point Wealth Management
California
$201K +$203K +1,600 New
FAM
923
Formidable Asset Management
Ohio
$201K +$203K +1,601 New
LFG
924
Larson Financial Group
Missouri
$200K -$34.2K -270 -15%
MCCP
925
Mission Creek Capital Partners
California
$200K – – –
35 36
37
38 39

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.