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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
HFS
1026
Hantz Financial Services
Michigan
$22K +$22K +174 +5,800%
PP
1027
Pacifica Partners
Canada
$22K +$22.1K +175 New
SCM
1028
SevenOneSeven Capital Management
Pennsylvania
$21K +$21.6K +171 New
WIM
1029
Westside Investment Management
California
$20.8K -$209K -1,655 -9%
VRM
1030
Vectors Research Management
New York
$20K
CWP
1031
Concord Wealth Partners
Virginia
$20K +$10.8K +85 +120%
CAAS
1032
Capital Asset Advisory Services
Michigan
$20K +$17K +134 +496%
ADL
1033
Asset Dedication LLC
California
$19K
FCMT
1034
Founders Capital Management (Texas)
Texas
$18K
DAM
1035
Delta Asset Management
Tennessee
$17K
PFSC
1036
Peoples Financial Services Corp
Pennsylvania
$17K
SIM
1037
Sonora Investment Management
Arizona
$17K +$17.1K +135 New
KFS
1038
Kelly Financial Services
Massachusetts
$16.9K +$17.1K +135 New
BAM
1039
Bellevue Asset Management
Washington
$16K
BWA
1040
BDO Wealth Advisors
Florida
$16K +$506 +4 +3%
ME
1041
McIlrath & Eck
Washington
$15K
WLPWM
1042
Walled Lake Planning & Wealth Management
Illinois
$15K
FMTCOCP
1043
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K +$12.3K +97 +462%
CICI
1044
Capital Investment Counsel Inc
North Carolina
$15K +$15.6K +123 New
APWM
1045
Atlas Private Wealth Management
New York
$14K -$759 -6 -5%
ZC
1046
Zeit Capital
Colorado
$14K
AF
1047
Arrow Financial
New York
$13K -$12.2K -96 -49%
IAS
1048
IMA Advisory Services
Colorado
$13K
IRC
1049
Investors Research Corp
Georgia
$13K +$8.1K +64 +160%
PSB
1050
Piscataqua Savings Bank
New Hampshire
$13K +$13.2K +104 New

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.