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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
RP
1076
Rice Partnership
Hawaii
$5K
BWM
1077
Baystate Wealth Management
Massachusetts
$5K +$2.15K +17 +85%
AL
1078
ADE LLC
Maryland
$4K -$152K -1,201 -98%
ACA
1079
Aptus Capital Advisors
Alabama
$4K -$1.65K -13 -30%
HI
1080
Hoey Investments
Pennsylvania
$4K
MM
1081
Main Management
California
$4K
FCB
1082
First Command Bank
Texas
$4K +$3.92K +31 New
FCFS
1083
First Command Financial Services
Texas
$4K +$3.92K +31 New
SWA
1084
Sutton Wealth Advisors
Florida
$2.51K
SIS
1085
Sound Income Strategies
Florida
$2.26K +$1.52K +12 +200%
GIP
1086
Granite Investment Partners
California
$2K
MSFP
1087
Mark Sheptoff Financial Planning
Connecticut
$2K
IHWM
1088
Iron Horse Wealth Management
Iowa
$2K +$380 +3 +30%
DWA
1089
Dorsey Wright & Associates
California
$1.92K +$142K +1,123 +8%
MA
1090
MBA Advisors
Pennsylvania
$1.53K +$1.54M +12,172 New
FI
1091
FormulaFolio Investments
Michigan
$1K -$6.12M -48,327 -100%
JWA
1092
JFS Wealth Advisors
Pennsylvania
$1K
PCFFS
1093
Pacific Center for Financial Services
California
$1K
MIH
1094
Meitav Investment House
Israel
$346 +$45.3K +358 +15%
SWM
1095
Sugarloaf Wealth Management
Georgia
$101 +$51.1K +404 +50%
SLI
1096
Sumitomo Life Insurance
Japan
-$104M -817,428 Closed
OA
1097
Oxbow Advisors
Texas
-$40.4M -316,539 Closed
HT
1098
HAP Trading
New York
-$24M -187,734 Closed
Parallax Volatility Advisers
1099
Parallax Volatility Advisers
California
-$19.4M -152,357 Closed
TC
1100
Toews Corporation
New Jersey
-$16M -125,695 Closed

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.