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iShares TIPS Bond ETF
TIP

1,363 hedge funds and large institutions have $26.3B invested in iShares TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 673 increasing their positions, 278 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 260 | Existing positions closed: 58

142% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 278

37% more funds holding in top 10

Funds holding in top 10: 109 → 149 (+40)

17% more capital invested

Capital invested by funds: $22.4B → $26.3B (+$3.9B)

15% more funds holding

Funds holding: 1,187 → 1,363 (+176)

2.08% more ownership

Funds ownership: 66.52% → 68.6% (+2.1%)

90% less call options, than puts

Call options by funds: $159M | Put options by funds: $1.64B

Holders
1,363
Holders Change
+176
Holders Change %
+14.83%
% of All Funds
20.98%
Holding in Top 10
149
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+36.7%
% of All Funds
2.29%
New
260
Increased
673
Reduced
278
Closed
58
Calls
$159M
Puts
$1.64B
Net Calls
-$1.48B
Net Calls Change
-$1.48B

Top Buyers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$597M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$426M
3
JP Morgan Chase
JP Morgan Chase
New York
+$346M
4
Morgan Stanley
Morgan Stanley
New York
+$258M
5
BlackRock
BlackRock
New York
+$174M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$244M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$105M
3
FSC
Full Sail Capital
Oklahoma
-$48.4M
4
SLI
Sumitomo Life Insurance
Japan
-$41.3M
5
Franklin Resources
Franklin Resources
California
-$40.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1101
Guild Investment Management
California
$258K +$258K +2,000 New
FPCM
1102
Financial Partners Capital Management
New York
$257K – – –
SG
1103
Somerset Group
Minnesota
$257K – – –
SWA
1104
SFMG Wealth Advisors
Texas
$257K +$257K +1,990 New
TTWM
1105
TCV Trust & Wealth Management
Virginia
$256K – – –
BAAM
1106
Baker Avenue Asset Management
California
$255K +$255K +1,974 New
PPG
1107
Peak Planning Group
Colorado
$254K -$40.4K -313 -14%
BFC
1108
Bedel Financial Consulting
Indiana
$252K +$2.97K +23 +1%
CNC
1109
Citizens & Northern Corp
Pennsylvania
$251K +$24.9K +193 +11%
E
1110
ETFidea
New York
$251K +$250K +1,941 New
BFM
1111
Boothbay Fund Management
New York
$250K +$250K +1,937 New
ERWM
1112
Elk River Wealth Management
Colorado
$249K +$249K +1,929 New
SA
1113
Scarborough Advisors
Maryland
$248K +$247K +1,916 New
RPC
1114
Rossmore Private Capital
Connecticut
$247K – – –
CC
1115
Cadinha & Co
Hawaii
$246K – – –
AF
1116
Apexium Financial
Texas
$246K +$645 +5 +0.3%
TYCC
1117
Texas Yale Capital Corp
Florida
$245K – – –
OSAM
1118
O'Shaughnessy Asset Management
Connecticut
$245K +$122K +943 +99%
EWA
1119
EverSource Wealth Advisors
Alabama
$245K +$244K +1,895 New
CB
1120
Cadence Bank
Mississippi
$245K +$245K +1,900 New
QFA
1121
Quattro Financial Advisors
Texas
$244K -$7.53M -58,425 -97%
BWA
1122
BDO Wealth Advisors
Florida
$244K +$162K +1,260 +202%
DRS
1123
Deane Retirement Strategies
Louisiana
$242K -$3.22K -25 -1%
NEPWA
1124
New England Private Wealth Advisors
Massachusetts
$242K +$774 +6 +0.3%
OFW
1125
Omnia Family Wealth
Florida
$241K – – –
43 44
45
46 47

TIP Hedge Fund Activity: Q4 2021 in Review

1,363 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2021, worth a combined $26.3B — up 17% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 260 funds opened new TIP positions and 58 closed out — a net gain of 202 holders — while 673 added to existing stakes and 278 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $597M. The largest seller was Jane Street, cutting an estimated $244M.

  • 1,363 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2021, up from 1,187 in Q3 2021.
  • Funds reported $26.3B of iShares TIPS Bond ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 260 funds opened new iShares TIPS Bond ETF positions in Q4 2021 and 58 closed out, a net change of +202 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2021 was Mitsubishi UFJ Trust & Banking, an estimated $597M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2021 was Jane Street, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.