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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
KPCM
976
Kings Point Capital Management
New York
$70K -$10.1K -80 -13%
BC
977
Belmont Capital
California
$68K – – –
BBPWM
978
Blue Bell Private Wealth Management
Pennsylvania
$66K – – –
EFSCE
979
Enterprise Financial Services Corp (EFSC)
Missouri
$63K +$27.5K +217 +77%
MCM
980
Manchester Capital Management
Vermont
$61K +$11.4K +90 +23%
CAM
981
Caprin Asset Management
Virginia
$61K +$61.9K +489 New
TWM
982
Tradition Wealth Management
Minnesota
$61K +$61.9K +489 New
CAL
983
Capital Analysts LLC
Pennsylvania
$60K +$6.96K +55 +13%
MFT
984
Moisand Fitzgerald Tamayo
Florida
$59K – – –
PO
985
Private Ocean
California
$57K -$127 -1 -0.2%
NSB
986
Norway Savings Bank
Maine
$56K – – –
OSAM
987
O'Shaughnessy Asset Management
Connecticut
$54K +$7.34K +58 +16%
RCM
988
Robinson Capital Management
Michigan
$53K – – –
PFPT
989
Pinnacle Financial Partners (Tennessee)
Tennessee
$52K – – –
GIA
990
Goodwin Investment Advisory
Georgia
$51K – – –
AP
991
Atwood & Palmer
Missouri
$50K – – –
CA
992
Crewe Advisors
Utah
$50K – – –
HCM
993
Highlander Capital Management
New Jersey
$50K – – –
SN
994
Sittner & Nelson
Oregon
$50K – – –
MWM
995
Mascoma Wealth Management
New Hampshire
$50K +$50.6K +400 New
TFGT
996
TS Financial Group (TSFG)
Illinois
$49K – – –
FMII
997
Farmers & Merchants Investments Inc
Nebraska
$46K – – –
LWA
998
Lenox Wealth Advisors
New York
$44K +$24.4K +193 +122%
HWMA
999
Heritage Wealth Management (Arizona)
Arizona
$44K +$44K +348 New
SFP
1000
Sterling Financial Planning
New Jersey
$38K +$37.8K +299 New
38 39
40
41 42

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.