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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
BCV
1076
Banque Cantonale Vaudoise
Switzerland
$77K – – –
HR
1077
Howe & Rusling
New York
$75K +$1.55K +12 +2%
SBL
1078
Sargent Bickham Lagudis
Colorado
$74K -$177K -1,373 -70%
EWM
1079
EPG Wealth Management
Georgia
$74K +$74.5K +578 New
ACM
1080
AUA Capital Management
Pennsylvania
$74K +$75.2K +583 New
BWM
1081
BerganKDV Wealth Management
Minnesota
$72K +$1.03K +8 +1%
KPCM
1082
Kings Point Capital Management
New York
$71K – – –
HWMA
1083
Heritage Wealth Management (Arizona)
Arizona
$71K +$28.2K +219 +66%
BC
1084
Belmont Capital
California
$69K – – –
CAM
1085
Caprin Asset Management
Virginia
$69K +$7.09K +55 +11%
NFSG
1086
Newbridge Financial Services Group
Florida
$69K +$69.9K +542 New
CIAS
1087
CBIZ Investment Advisory Services
Ohio
$68K – – –
SSC
1088
Syverson Strege & Co
Iowa
$66K – – –
CYG
1089
Clean Yield Group
Vermont
$64K – – –
BBPWM
1090
Blue Bell Private Wealth Management
Pennsylvania
$61K – – –
MFT
1091
Moisand Fitzgerald Tamayo
Florida
$61K – – –
SAM
1092
Strategic Asset Management
Minnesota
$60K +$60.3K +468 New
CAL
1093
Capital Analysts LLC
Pennsylvania
$59K +$18.8K +146 +47%
PO
1094
Private Ocean
California
$57K +$16.1K +125 +39%
PFPT
1095
Pinnacle Financial Partners (Tennessee)
Tennessee
$55K – – –
TFGT
1096
TS Financial Group (TSFG)
Illinois
$55K +$5.16K +40 +10%
FMII
1097
Farmers & Merchants Investments Inc
Nebraska
$54K +$7.09K +55 +15%
GIA
1098
Goodwin Investment Advisory
Georgia
$52K – – –
HCM
1099
Highlander Capital Management
New Jersey
$52K +$774 +6 +1%
MCM
1100
Manchester Capital Management
Vermont
$51K -$11.6K -90 -18%
42 43
44
45 46

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.