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iShares TIPS Bond ETF

1,137 hedge funds and large institutions have $17.8B invested in iShares TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 547 increasing their positions, 309 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 62

77% more repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 309

10% more funds holding in top 10

Funds holding in top 10: 8796 (+9)

8% more capital invested

Capital invested by funds: $16.5B → $17.8B (+$1.3B)

4% more funds holding

Funds holding: 1,0941,137 (+43)

0.42% less ownership

Funds ownership: 63.31%62.88% (-0.42%)

57% less call options, than puts

Call options by funds: $98.2M | Put options by funds: $226M

Holders
1,137
Holders Change
+43
Holders Change %
+3.93%
% of All Funds
19.79%
Holding in Top 10
96
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.34%
% of All Funds
1.67%
New
118
Increased
547
Reduced
309
Closed
62
Calls
$98.2M
Puts
$226M
Net Calls
-$128M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1076
Investors Research Corp
Georgia
$22K +$8.13K +64 +62%
WIM
1077
Westside Investment Management
California
$21.3K +$80.7K +635 +4%
HFA
1078
Hoover Financial Advisors
Pennsylvania
$21K +$10.9K +86 +108%
LWA
1079
Lenox Wealth Advisors
New York
$20K -$24.5K -193 -55%
ADL
1080
Asset Dedication LLC
California
$19K
Simplex Trading
1081
Simplex Trading
Illinois
$19K +$19.7K +155 New
BAM
1082
Bellevue Asset Management
Washington
$17K
PFSC
1083
Peoples Financial Services Corp
Pennsylvania
$17K
SIM
1084
Sonora Investment Management
Arizona
$17K
LB
1085
Legacy Bridge
Iowa
$16K -$105K -825 -87%
WLPWM
1086
Walled Lake Planning & Wealth Management
Illinois
$16K +$254 +2 +2%
FMTCOCP
1087
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
IAS
1088
IMA Advisory Services
Colorado
$14K
ZC
1089
Zeit Capital
Colorado
$13K -$1.91K -15 -13%
AF
1090
Arrow Financial
New York
$13K
PSB
1091
Piscataqua Savings Bank
New Hampshire
$13K
BFG
1092
Baron Financial Group
New Jersey
$12.7K
WWM
1093
Wolff Wiese Magana
California
$12K
CCC
1094
Crescent Capital Consulting
Louisiana
$11K
FWP
1095
FAS Wealth Partners
Kansas
$11K +$127 +1 +1%
IWP
1096
IAG Wealth Partners
Wisconsin
$10K
MIM
1097
Macroview Investment Management
Maryland
$10K
HCA
1098
Heck Capital Advisors
Wisconsin
$9.91K
DWMG
1099
DB Wealth Management Group
California
$9K
PWM
1100
Prentice Wealth Management
New York
$9K +$889 +7 +11%

TIP Hedge Fund Activity: Q2 2021 in Review

1,137 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2021, worth a combined $17.8B — up 7.9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new TIP positions and 62 closed out — a net gain of 56 holders — while 547 added to existing stakes and 309 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Pictet Asset Management (UK), cutting an estimated $204M.

  • 1,137 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2021, up from 1,094 in Q1 2021.
  • Funds reported $17.8B of iShares TIPS Bond ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 118 funds opened new iShares TIPS Bond ETF positions in Q2 2021 and 62 closed out, a net change of +56 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2021 was BlackRock, an estimated $201M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2021 was Pictet Asset Management (UK), an estimated $204M sold.

Based on aggregated 13F filings for Q2 2021.