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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
CWA
1101
Carolina Wealth Advisors
South Carolina
$8K
KC
1102
Knuff & Co
California
$8K
CMA
1103
Cedar Mountain Advisors
Oregon
$8K +$127 +1 +2%
IF
1104
Ironwood Financial
Arizona
$8K +$1.27K +10 +19%
RCM
1105
Rain Capital Management
Oregon
$7K
LTI
1106
Laffer Tengler Investments
Tennessee
$6.53K +$6.48K +51 New
AIA
1107
Arcadia Investment Advisors
Idaho
$6.14K
LS
1108
Leelyn Smith
Illinois
$6K -$254 -2 -4%
FBT
1109
First Bank & Trust
South Dakota
$6K
WWMSC
1110
Wagner Wealth Management (South Carolina)
South Carolina
$6K
EL
1111
EMFO LLC
Florida
$6K +$6.1K +48 New
CPWM
1112
Cypress Point Wealth Management
Texas
$5K
RP
1113
Rice Partnership
Hawaii
$5K
SIS
1114
Sound Income Strategies
Florida
$5K +$2.29K +18 +100%
BWL
1115
Bogart Wealth LLC
Virginia
$5K +$4.83K +38 New
PCA
1116
Providence Capital Advisors
North Carolina
$5K +$5.08K +40 New
AL
1117
ADE LLC
Maryland
$4K
FCB
1118
First Command Bank
Texas
$4K
FCFS
1119
First Command Financial Services
Texas
$4K
HI
1120
Hoey Investments
Pennsylvania
$4K
MM
1121
Main Management
California
$4K
LSA
1122
Lion Street Advisors
Texas
$3.84K +$3.81K +30 New
SWA
1123
Sutton Wealth Advisors
Florida
$3.07K +$508 +4 +20%
CAAS
1124
Capital Asset Advisory Services
Michigan
$3K -$17K -134 -83%
BWM
1125
Baystate Wealth Management
Massachusetts
$3K -$2.16K -17 -46%

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.