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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
GC
1126
Grace Capital
Massachusetts
– -$659K -5,163 Closed
RWG
1127
Ratio Wealth Group
Colorado
– -$657K -5,148 Closed
ECA
1128
Elevated Capital Advisors
Utah
– -$573K -4,492 Closed
GI
1129
GS Investments
Minnesota
– -$491K -3,846 Closed
HIP
1130
HUB Investment Partners
Texas
– -$454K -3,592 Closed
RMA
1131
Roffman Miller Associates
Pennsylvania
– -$427K -3,346 Closed
RWM
1132
RBA Wealth Management
California
– -$384K -3,012 Closed
IAA
1133
Independent Advisor Alliance
North Carolina
– -$383K -3,000 Closed
BCP
1134
Blackhawk Capital Partners
Wisconsin
– -$359K -2,835 Closed
CCFM
1135
Clear Creek Financial Management
Washington
– -$336K -2,697 Closed
GCAC
1136
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$332K -2,600 Closed
LSAG
1137
Lake Street Advisors Group
New Hampshire
– -$326K -2,556 Closed
OCM
1138
Oakwood Capital Management
California
– -$309K -2,418 Closed
SFG
1139
Summit Financial Group
West Virginia
– -$293K -2,296 Closed
RPGK
1140
Retirement Planning Group (Kansas)
Kansas
– -$275K -2,157 Closed
TCM
1141
Tuttle Capital Management
Connecticut
– -$273K -2,138 Closed
TC
1142
TAP Consulting
Missouri
– -$263K -2,064 Closed
SAS
1143
Sage Advisory Services
Texas
– -$253K -1,984 Closed
AL
1144
Aspiriant LLC
California
– -$252K -1,977 Closed
PWM
1145
PBMares Wealth Management
Virginia
– -$249K -1,951 Closed
RCA
1146
Rex Capital Advisors
Rhode Island
– -$246K -1,930 Closed
DWM
1147
Doyle Wealth Management
Florida
– -$234K -1,830 Closed
PB
1148
Pinnacle Bancorp
Nebraska
– -$230K -1,805 Closed
B
1149
Bailard
California
– -$230K -1,803 Closed
CSPIA
1150
Cary Street Partners Investment Advisory
Virginia
– -$230K -1,798 Closed
44 45
46
47 48

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.