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iShares TIPS Bond ETF

1,137 hedge funds and large institutions have $17.8B invested in iShares TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 547 increasing their positions, 309 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 62

77% more repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 309

10% more funds holding in top 10

Funds holding in top 10: 8796 (+9)

8% more capital invested

Capital invested by funds: $16.5B → $17.8B (+$1.3B)

4% more funds holding

Funds holding: 1,0941,137 (+43)

0.42% less ownership

Funds ownership: 63.31%62.88% (-0.42%)

57% less call options, than puts

Call options by funds: $98.2M | Put options by funds: $226M

Holders
1,137
Holders Change
+43
Holders Change %
+3.93%
% of All Funds
19.79%
Holding in Top 10
96
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.34%
% of All Funds
1.67%
New
118
Increased
547
Reduced
309
Closed
62
Calls
$98.2M
Puts
$226M
Net Calls
-$128M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bridge Advisory
California
$28.5M +$7M +55,101 +33%
I
77
INVST
Indiana
$28.4M +$27.7M +217,951 +11,194%
Citigroup
78
Citigroup
New York
$27.6M -$2.02M -15,903 -7%
SIA
79
Soltis Investment Advisors
Utah
$27.3M +$874K +6,877 +3%
AF
80
Ally Financial
Michigan
$26.9M +$635K +5,000 +2%
AAP
81
Arax Advisory Partners
Colorado
$25.6M +$25.4M +199,810 New
Goldman Sachs
82
Goldman Sachs
New York
$25.4M -$3.69M -29,033 -13%
Marshall Wace
83
Marshall Wace
United Kingdom
$25.1M +$24.9M +196,179 New
IWS
84
Insight Wealth Strategies
California
$24.4M +$3.28M +25,780 +16%
SWM
85
Spire Wealth Management
Virginia
$24.4M +$863K +6,791 +4%
COF
86
Capital One Financial
Virginia
$24.3M +$4.4M +34,618 +22%
PFA
87
Pure Financial Advisors
California
$24.3M +$198K +1,559 +0.8%
PAG
88
Private Advisor Group
New Jersey
$23.8M +$1.04M +8,147 +5%
KL
89
KWMG LLC
Kansas
$23.1M +$614K +4,830 +3%
TLFA
90
True Link Financial Advisors
California
$22.1M +$3.01M +23,729 +16%
DWA
91
Divergent Wealth Advisors
Utah
$21.2M -$244K -1,917 -1%
Prudential Financial
92
Prudential Financial
New Jersey
$21M +$390K +3,070 +2%
FHC
93
First Horizon Corporation
Tennessee
$20.9M +$8.06M +63,433 +63%
US Bancorp
94
US Bancorp
Minnesota
$20.5M -$275K -2,163 -1%
CAN
95
Cetera Advisor Networks
California
$20.4M +$9.1M +71,663 +82%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$19.7M -$19.9K -157 -2%
TIM
97
Total Investment Management
Arizona
$19.5M +$1.52M +11,993 +9%
N
98
Natixis
France
$19.4M +$19.2M +151,300 New
SPIA
99
Steward Partners Investment Advisory
New York
$19.3M -$614K -4,833 -3%
WAM
100
WNY Asset Management
New York
$19.1M -$7.62M -59,947 -29%

TIP Hedge Fund Activity: Q2 2021 in Review

1,137 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2021, worth a combined $17.8B — up 7.9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new TIP positions and 62 closed out — a net gain of 56 holders — while 547 added to existing stakes and 309 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Pictet Asset Management (UK), cutting an estimated $204M.

  • 1,137 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2021, up from 1,094 in Q1 2021.
  • Funds reported $17.8B of iShares TIPS Bond ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 118 funds opened new iShares TIPS Bond ETF positions in Q2 2021 and 62 closed out, a net change of +56 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2021 was BlackRock, an estimated $201M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2021 was Pictet Asset Management (UK), an estimated $204M sold.

Based on aggregated 13F filings for Q2 2021.