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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
BFG
1051
Baron Financial Group
New Jersey
$12.4K – – –
CCC
1052
Crescent Capital Consulting
Louisiana
$11K – – –
FWP
1053
FAS Wealth Partners
Kansas
$11K – – –
NFSG
1054
Newbridge Financial Services Group
Florida
$11K – – –
WWM
1055
Wolff Wiese Magana
California
$11K +$6.71K +53 +143%
HFA
1056
Hoover Financial Advisors
Pennsylvania
$10K +$127 +1 +1%
IWP
1057
IAG Wealth Partners
Wisconsin
$10K +$506 +4 +6%
MIM
1058
Macroview Investment Management
Maryland
$10K +$2.79K +22 +37%
HCA
1059
Heck Capital Advisors
Wisconsin
$9.6K – – –
DWMG
1060
DB Wealth Management Group
California
$9K – – –
CWA
1061
Carolina Wealth Advisors
South Carolina
$8K – – –
HS
1062
Horan Securities
United States
$8K – – –
KC
1063
Knuff & Co
California
$8K – – –
PWM
1064
Prentice Wealth Management
New York
$8K +$8.23K +65 New
IF
1065
Ironwood Financial
Arizona
$7K – – –
RCM
1066
Rain Capital Management
Oregon
$7K – – –
CMA
1067
Cedar Mountain Advisors
Oregon
$7K +$7.47K +59 New
AIA
1068
Arcadia Investment Advisors
Idaho
$6.02K – – –
WWMSC
1069
Wagner Wealth Management (South Carolina)
South Carolina
$6K -$1.77K -14 -22%
FBT
1070
First Bank & Trust
South Dakota
$6K – – –
LS
1071
Leelyn Smith
Illinois
$6K +$2.79K +22 +92%
Aristotle Capital Management
1072
Aristotle Capital Management
California
$6K +$5.57K +44 New
CH
1073
Canton Hathaway
Rhode Island
$6K +$6.33K +50 New
MAM
1074
Meeder Asset Management
Ohio
$5K -$127 -1 -2%
CPWM
1075
Cypress Point Wealth Management
Texas
$5K – – –
41 42
43
44 45

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.