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iShares TIPS Bond ETF
TIP

1,187 hedge funds and large institutions have $22.4B invested in iShares TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 615 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 615 | Existing positions reduced: 266

117% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 59

26% more capital invested

Capital invested by funds: $17.8B → $22.4B (+$4.58B)

14% more funds holding in top 10

Funds holding in top 10: 96 → 109 (+13)

4% more funds holding

Funds holding: 1,137 → 1,187 (+50)

3.64% more ownership

Funds ownership: 62.88% → 66.52% (+3.6%)

3% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $94.2M

Holders
1,187
Holders Change
+50
Holders Change %
+4.4%
% of All Funds
20.78%
Holding in Top 10
109
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.54%
% of All Funds
1.91%
New
128
Increased
615
Reduced
266
Closed
59
Calls
$96.9M
Puts
$94.2M
Net Calls
+$2.65M
Net Calls Change
+$131M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.02B
2
JP Morgan Chase
JP Morgan Chase
New York
+$702M
3
BlackRock
BlackRock
New York
+$334M
4
Jane Street
Jane Street
New York
+$305M
5
LPL Financial
LPL Financial
California
+$230M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$45.1M
2
GI
Gradient Investments
Minnesota
-$35.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34.3M
4
WFS
Weitzel Financial Services
Iowa
-$30.7M
5
AF
Ally Financial
Michigan
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
976
Larson Financial Group
Missouri
$251K +$59.8K +464 +31%
SCP
977
Silverleafe Capital Partners
Tennessee
$250K +$2.97K +23 +1%
MWM
978
Mascoma Wealth Management
New Hampshire
$249K +$251K +1,947 New
BFC
979
Bedel Financial Consulting
Indiana
$247K +$4.77K +37 +2%
LGWM
980
Litman Gregory Wealth Management
California
$245K +$248K +1,920 New
RPC
981
Rossmore Private Capital
Connecticut
$244K – – –
PSF
982
Pacific Sun Financial
California
$244K +$247K +1,912 New
DRS
983
Deane Retirement Strategies
Louisiana
$243K -$36.6K -284 -13%
CC
984
Cadinha & Co
Hawaii
$243K – – –
TYCC
985
Texas Yale Capital Corp
Florida
$243K – – –
AF
986
Apexium Financial
Texas
$243K +$903 +7 +0.4%
JAG
987
Journey Advisory Group
Kentucky
$242K -$65.4K -507 -21%
TA
988
TFG Advisers
Michigan
$242K +$12.6K +98 +5%
FRA
989
Front Row Advisors
California
$240K – – –
SIC
990
Salem Investment Counselors
North Carolina
$240K +$140K +1,085 +136%
SFS
991
Summit Financial Strategies
Ohio
$239K – – –
OFW
992
Omnia Family Wealth
Florida
$238K – – –
FCFC
993
First Citizens Financial Corp
Iowa
$238K +$645 +5 +0.3%
NEPWA
994
New England Private Wealth Advisors
Massachusetts
$238K +$1.16K +9 +0.5%
GAM
995
Gould Asset Management
California
$238K +$240K +1,860 New
WFS
996
Weitzel Financial Services
Iowa
$237K -$30.7M -238,000 -99%
ACM
997
Azimuth Capital Management
Michigan
$235K – – –
OFG
998
OmniStar Financial Group
North Carolina
$235K +$235K +1,826 New
PWP
999
Principle Wealth Partners
Connecticut
$234K – – –
PCWA
1000
Pacific Capital Wealth Advisors
California
$234K +$4.51K +35 +2%
38 39
40
41 42

TIP Hedge Fund Activity: Q3 2021 in Review

1,187 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2021, worth a combined $22.4B — up 26% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new TIP positions and 59 closed out — a net gain of 69 holders — while 615 added to existing stakes and 266 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.02B. The largest seller was Citadel Advisors, cutting an estimated $45.1M.

  • 1,187 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2021, up from 1,137 in Q2 2021.
  • Funds reported $22.4B of iShares TIPS Bond ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 128 funds opened new iShares TIPS Bond ETF positions in Q3 2021 and 59 closed out, a net change of +69 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.02B added.
  • The largest iShares TIPS Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2021.