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iShares TIPS Bond ETF

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: 8287 (+5)

4% more funds holding

Funds holding: 1,0561,094 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LB
951
Legacy Bridge
Iowa
$119K
CWC
952
Carolinas Wealth Consulting
North Carolina
$115K
HR
953
Howe & Rusling
New York
$114K +$39.7K +314 +53%
TH
954
TCTC Holdings
Texas
$113K
LGWM
955
Litman Gregory Wealth Management
California
$112K
CTB
956
Country Trust Bank
Illinois
$112K +$4.05K +32 +4%
SIAP
957
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$109K -$119K -940 -52%
TWA
958
TCI Wealth Advisors
Arizona
$106K +$3.29K +26 +3%
CHA
959
Carmichael Hill & Associates
Maryland
$105K +$2.02K +16 +2%
SIC
960
Salem Investment Counselors
North Carolina
$100K +$12.7K +100 +14%
BDWM
961
Brewin Dolphin Wealth Management
Ireland
$99.1K +$100K +790 New
HFS
962
HBC Financial Services
Washington
$95.1K +$506 +4 +0.5%
BCM
963
Bourgeon Capital Management
Connecticut
$95K -$42.7K -337 -31%
TFA
964
Transamerica Financial Advisors
Florida
$90K -$38.7K -306 -30%
GAM
965
Gemmer Asset Management
California
$88K
CFA
966
Carroll Financial Associates
North Carolina
$86K +$9.87K +78 +13%
ST
967
Smithfield Trust
Pennsylvania
$85K +$33.9K +268 +66%
CWA
968
Clearview Wealth Advisors
Oregon
$84K -$1.57M -12,400 -95%
TC
969
Trust Company
Kansas
$84K +$7.72K +61 +10%
BL
970
Balentine LLC
Georgia
$84K +$83.9K +663 +13,260%
CA
971
Clearstead Advisors
Ohio
$81K -$12.7K -100 -13%
EWA
972
Evolution Wealth Advisors
Florida
$80K
RIM
973
Rockbridge Investment Management
New York
$78K
CIAS
974
CBIZ Investment Advisory Services
Ohio
$75K
SBL
975
Sargent Bickham Lagudis
Colorado
$72K -$35.1K -277 -32%

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.