We are live on ! Find out more
TIP icon

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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$22.4M -$39.4M -311,245 -64%
SWP
77
Stratos Wealth Partners
Ohio
$22.4M +$2.54M +20,079 +13%
PAG
78
Private Advisor Group
New Jersey
$22.3M +$6.87M +54,309 +44%
B
79
Barings
North Carolina
$22.1M
KL
80
KWMG LLC
Kansas
$22M +$11.1M +88,075 +101%
EC
81
Estate Counselors
Wisconsin
$21.5M -$3.29M -25,980 -13%
BA
82
Bridge Advisory
California
$21M +$1.03M +8,164 +5%
Jane Street
83
Jane Street
New York
$21M +$11.3M +89,612 +115%
DWA
84
Divergent Wealth Advisors
Utah
$21M +$1.91M +15,121 +10%
IWS
85
Insight Wealth Strategies
California
$20.7M -$705K -5,570 -3%
Sumitomo Mitsui Trust Group
86
Sumitomo Mitsui Trust Group
Japan
$20.7M +$3.1M +24,500 +17%
JIP
87
Jaffetilchin Investment Partners
Florida
$20.4M +$1.04M +8,241 +5%
US Bancorp
88
US Bancorp
Minnesota
$20.3M -$1.07M -8,425 -5%
Prudential Financial
89
Prudential Financial
New Jersey
$20.2M +$703K +5,551 +4%
DRS
90
Deane Retirement Strategies
Louisiana
$19.8M +$12.1M +95,789 +154%
SPIA
91
Steward Partners Investment Advisory
New York
$19.5M +$5.7M +45,052 +41%
COF
92
Capital One Financial
Virginia
$19.5M +$6.79M +53,654 +53%
PFA
93
Paradigm Financial Advisors
Missouri
$18.8M +$2.31M +18,247 +14%
TLFA
94
True Link Financial Advisors
California
$18.7M +$5.28M +41,700 +39%
Creative Planning
95
Creative Planning
Kansas
$18.5M +$1.15M +9,100 +7%
PG
96
Proffitt & Goodson
Tennessee
$18M +$2.48M +19,596 +16%
Franklin Resources
97
Franklin Resources
California
$17.5M +$4.15M +32,797 +31%
MCC
98
Money Concepts Capital
Florida
$17.3M +$4.86M +38,377 +39%
RCG
99
Rock Creek Group
District of Columbia
$17.1M +$16.9M +133,316 +4,390%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$16.9M +$1.69M +13,372 +11%

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.