We are live on ! Find out more
TIP icon

iShares TIPS Bond ETF

1,221 hedge funds and large institutions have $16.9B invested in iShares TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 349 increasing their positions, 624 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $205M | Put options by funds: $26M

2.22% less ownership

Funds ownership: 66.32%64.1% (-2.2%)

5% less funds holding

Funds holding: 1,2911,221 (-70)

16% less capital invested

Capital invested by funds: $20.2B → $16.9B (-$3.3B)

17% less funds holding in top 10

Funds holding in top 10: 11596 (-19)

36% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 133

44% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 624

Holders
1,221
Holders Change
-70
Holders Change %
-5.42%
% of All Funds
21.03%
Holding in Top 10
96
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.52%
% of All Funds
1.65%
New
85
Increased
349
Reduced
624
Closed
133
Calls
$205M
Puts
$26M
Net Calls
+$179M
Net Calls Change
+$1.55B
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
76
Axiom Financial Strategies
Indiana
$20.5M +$9.59M +84,640 +77%
AAS
77
Avantax Advisory Services
Texas
$20.3M -$4.17M -36,788 -16%
SIA
78
Soltis Investment Advisors
Utah
$20.2M -$1.55M -13,724 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
79
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.1M +$21.7M +191,300 New
SFS
80
Strategic Financial Services
New York
$19.5M -$436K -3,854 -2%
EC
81
Estate Counselors
Wisconsin
$19.3M +$4.54M +40,047 +28%
Mariner
82
Mariner
Kansas
$19.2M -$1.82M -16,104 -8%
FTUS
83
Flow Traders U.S.
New York
$18.9M +$10.6M +93,444 +108%
BMCM
84
Burns Matteson Capital Management
New York
$18.8M +$16.2M +143,336 +395%
IWS
85
Insight Wealth Strategies
California
$18.8M
TWC
86
TD Waterhouse Canada
Ontario, Canada
$18.6M +$170K +1,498 +1%
PFA
87
Pure Financial Advisors
California
$18.5M -$572K -5,047 -3%
PA
88
Parallel Advisors
California
$18.3M +$6.6M +58,313 +50%
OWM
89
Olympus Wealth Management
Utah
$18.1M +$4.62M +40,765 +31%
NA
90
NewEdge Advisors
Louisiana
$18.1M -$4.2M -37,090 -18%
FHA
91
First Horizon Advisors
Tennessee
$18M -$2.37M -20,947 -11%
SPIA
92
Steward Partners Investment Advisory
New York
$17.8M -$21.7K -192 -0.1%
TIM
93
Total Investment Management
Arizona
$17.8M +$397K +3,505 +2%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$17.7M -$419K -3,704 -2%
CW
95
CreativeOne Wealth
Kansas
$17.3M -$9.22M -81,392 -33%
WCM
96
Wavelength Capital Management
Connecticut
$17.1M -$1.26M -11,100 -6%
BWM
97
Biltmore Wealth Management
Arizona
$17.1M +$674K +5,956 +4%
PP
98
Passaic Partners
New Jersey
$16.9M -$7.72M -68,126 -30%
WP
99
WealthSource Partners
California
$16.9M -$11.3M -99,656 -38%
RCG
100
Rock Creek Group
District of Columbia
$16.8M

TIP Hedge Fund Activity: Q3 2022 in Review

1,221 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2022, worth a combined $16.9B — down 16% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TIP and 85 opened new positions — a net loss of 48 holders — while 624 trimmed existing stakes and 349 added.

The largest buyer was Jane Street, adding an estimated $397M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $354M.

  • 1,221 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2022, down from 1,291 in Q2 2022.
  • Funds reported $16.9B of iShares TIPS Bond ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 85 funds opened new iShares TIPS Bond ETF positions in Q3 2022 and 133 closed out, a net change of -48 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2022 was Jane Street, an estimated $397M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2022 was Mitsubishi UFJ Trust & Banking, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2022.