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iShares TIPS Bond ETF
TIP

1,341 hedge funds and large institutions have $22.3B invested in iShares TIPS Bond ETF in 2022 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 506 increasing their positions, 530 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $392M | Put options by funds: $99.5M

2% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 134

5% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 530

2% less funds holding

Funds holding: 1,363 → 1,341 (-22)

3.59% less ownership

Funds ownership: 68.6% → 65.01% (-3.6%)

15% less capital invested

Capital invested by funds: $26.3B → $22.3B (-$3.99B)

19% less funds holding in top 10

Funds holding in top 10: 149 → 121 (-28)

Holders
1,341
Holders Change
-22
Holders Change %
-1.61%
% of All Funds
21.15%
Holding in Top 10
121
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-18.79%
% of All Funds
1.91%
New
131
Increased
506
Reduced
530
Closed
134
Calls
$392M
Puts
$99.5M
Net Calls
+$293M
Net Calls Change
+$1.77B

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$227M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$139M
3
Jane Street
Jane Street
New York
+$117M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$63.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.04B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$643M
3
PCA
Personal Capital Advisors
California
-$373M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$202M
5
SLI
Sumitomo Life Insurance
Japan
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1076
Ellevest Inc
New York
$262K – – –
EWA
1077
EverSource Wealth Advisors
Alabama
$262K +$25.9K +206 +11%
PBF
1078
Petix & Botte Financial
California
$261K +$264K +2,096 New
SBL
1079
Sargent Bickham Lagudis
Colorado
$259K +$46.7K +371 +22%
AOWM
1080
Alpha Omega Wealth Management
Virginia
$256K -$118K -935 -31%
TAM
1081
Todd Asset Management
Kentucky
$256K – – –
SWM
1082
Selective Wealth Management
Virginia
$255K -$92.2K -733 -26%
RIA
1083
Richwood Investment Advisors
Ohio
$255K -$9.43K -75 -4%
WWM
1084
Windsor Wealth Management
Indiana
$255K +$2.89K +23 +1%
VAFP
1085
Vahanian & Associates Financial Planning
New York
$254K -$717K -5,703 -74%
EP
1086
Eudaimonia Partners
Tennessee
$254K +$257K +2,042 New
TCM
1087
TD Capital Management
Tennessee
$252K +$1.26K +10 +0.5%
OWM
1088
OneAscent Wealth Management
Alabama
$252K +$254K +2,022 New
ACM
1089
Armbruster Capital Management
New York
$251K -$2.82M -22,425 -92%
BAAM
1090
Baker Avenue Asset Management
California
$251K +$4.91K +39 +2%
SWA
1091
SOA Wealth Advisors
New York
$250K +$1.13K +9 +0.5%
AFS
1092
AFG Fiduciary Services
Massachusetts
$249K – – –
Lazard Asset Management
1093
Lazard Asset Management
New York
$249K – – –
TC
1094
Tacita Capital
Ontario, Canada
$249K – – –
WCM
1095
Wealthcare Capital Management
Virginia
$249K – – –
QC
1096
QCM Cayman
Texas
$249K +$252K +2,000 New
RCM
1097
Raleigh Capital Management
North Carolina
$249K +$252K +2,001 New
SG
1098
Somerset Group
Minnesota
$248K – – –
AF
1099
Apexium Financial
Texas
$246K – – –
TI
1100
Trexquant Investment
Connecticut
$246K +$249K +1,976 New
42 43
44
45 46

TIP Hedge Fund Activity: Q1 2022 in Review

1,341 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2022, worth a combined $22.3B — down 15% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of TIP and 131 opened new positions — a net loss of 3 holders — while 530 trimmed existing stakes and 506 added.

The largest buyer was AssetMark Inc, adding an estimated $227M. The largest seller was JP Morgan Chase, cutting an estimated $1.04B.

  • 1,341 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2022, down from 1,363 in Q4 2021.
  • Funds reported $22.3B of iShares TIPS Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 131 funds opened new iShares TIPS Bond ETF positions in Q1 2022 and 134 closed out, a net change of -3 holders.
  • The largest iShares TIPS Bond ETF buyer in Q1 2022 was AssetMark Inc, an estimated $227M added.
  • The largest iShares TIPS Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2022.