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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
HI
1101
Humankind Investments
New York
– -$14.8M -115,827 Closed
Renaissance Technologies
1102
Renaissance Technologies
New York
– -$14.6M -114,100 Closed
Wolverine Trading
1103
Wolverine Trading
Illinois
– -$11M -86,503 Closed
PHK
1104
Point72 Hong Kong
Hong Kong
– -$10.2M -80,000 Closed
MWM
1105
Merriman Wealth Management
Washington
– -$7.34M -57,464 Closed
RCS
1106
Retirement Capital Strategies
California
– -$7.09M -55,555 Closed
FTUS
1107
Flow Traders U.S.
New York
– -$6.99M -54,765 Closed
RFM
1108
Royal Fund Management
Florida
– -$4.07M -31,913 Closed
LFGH
1109
Lee Financial Group Hawaii
Hawaii
– -$4M -31,350 Closed
LWM
1110
Laidlaw Wealth Management
New York
– -$3.58M -28,016 Closed
PI
1111
PFS Investments
Georgia
– -$3.52M -27,828 Closed
LJAC
1112
L.J. Altfest & Co
New York
– -$3.25M -25,424 Closed
Citadel Advisors
1113
Citadel Advisors
Florida
– -$3.17M -25,056 Closed
SB
1114
Simmons Bank
Arkansas
– -$3.15M -24,722 Closed
MWC
1115
MKD Wealth Coaches
Michigan
– -$3.04M -23,801 Closed
VCM
1116
Virtue Capital Management
Tennessee
– -$2.88M -22,529 Closed
GFG
1117
Greystone Financial Group
Michigan
– -$2.6M -20,302 Closed
HMS
1118
Hanseatic Management Services
New Mexico
– -$2.25M -17,626 Closed
RIA
1119
Regal Investment Advisors
Michigan
– -$1.89M -14,819 Closed
AWA
1120
AmeriServ Wealth Advisors
Pennsylvania
– -$1.16M -9,085 Closed
MPPLM
1121
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$1.1M -8,615 Closed
RWP
1122
RWA Wealth Partners
Massachusetts
– -$920K -7,211 Closed
DZ Bank
1123
DZ Bank
Germany
– -$839K -6,620 Closed
CWA
1124
Centennial Wealth Advisory
Michigan
– -$689K -5,400 Closed
WAS
1125
Wealth Advisory Solutions
Indiana
– -$659K -5,167 Closed
43 44
45
46 47

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.