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iShares TIPS Bond ETF

1,187 hedge funds and large institutions have $22.4B invested in iShares TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 615 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 615 | Existing positions reduced: 266

117% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 59

26% more capital invested

Capital invested by funds: $17.8B → $22.4B (+$4.58B)

14% more funds holding in top 10

Funds holding in top 10: 96109 (+13)

4% more funds holding

Funds holding: 1,1371,187 (+50)

3.64% more ownership

Funds ownership: 62.88%66.52% (+3.6%)

3% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $94.2M

Holders
1,187
Holders Change
+50
Holders Change %
+4.4%
% of All Funds
20.78%
Holding in Top 10
109
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.54%
% of All Funds
1.91%
New
128
Increased
615
Reduced
266
Closed
59
Calls
$96.9M
Puts
$94.2M
Net Calls
+$2.65M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1126
Delta Asset Management
Tennessee
$23K
PP
1127
Pacifica Partners
Canada
$22K
HPC
1128
HM Payson & Co
Maine
$22K +$129 +1 +0.6%
WFA
1129
WestHill Financial Advisors
California
$22K +$22.6K +175 New
WIM
1130
Westside Investment Management
California
$21.3K +$7.87K +61 +0.4%
WWM
1131
Wolff Wiese Magana
California
$21K +$9.15K +71 +79%
IRC
1132
Investors Research Corp
Georgia
$20K -$1.03K -8 -5%
LWA
1133
Lenox Wealth Advisors
New York
$20K
Simplex Trading
1134
Simplex Trading
Illinois
$19K
RCA
1135
Ranch Capital Advisors
Florida
$19K +$19.1K +148 New
AIA
1136
Angeles Investment Advisors
California
$19K +$19.6K +152 New
BAM
1137
Bellevue Asset Management
Washington
$17K
PFSC
1138
Peoples Financial Services Corp
Pennsylvania
$17K
LB
1139
Legacy Bridge
Iowa
$16K
WLPWM
1140
Walled Lake Planning & Wealth Management
Illinois
$16K +$258 +2 +2%
IAS
1141
IMA Advisory Services
Colorado
$14K
AF
1142
Arrow Financial
New York
$13K
PSB
1143
Piscataqua Savings Bank
New Hampshire
$13K
ZC
1144
Zeit Capital
Colorado
$13K
IWP
1145
IAG Wealth Partners
Wisconsin
$13K +$2.58K +20 +26%
BFG
1146
Baron Financial Group
New Jersey
$12.6K
ACM
1147
Antonetti Capital Management
Florida
$12K +$12.2K +95 New
WAM
1148
Wolverine Asset Management
Illinois
$12K +$12.9K +100 New
FWP
1149
FAS Wealth Partners
Kansas
$11K +$258 +2 +2%
HCA
1150
Heck Capital Advisors
Wisconsin
$10.1K +$258 +2 +3%

TIP Hedge Fund Activity: Q3 2021 in Review

1,187 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2021, worth a combined $22.4B — up 26% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new TIP positions and 59 closed out — a net gain of 69 holders — while 615 added to existing stakes and 266 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.02B. The largest seller was Citadel Advisors, cutting an estimated $45.1M.

  • 1,187 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2021, up from 1,137 in Q2 2021.
  • Funds reported $22.4B of iShares TIPS Bond ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 128 funds opened new iShares TIPS Bond ETF positions in Q3 2021 and 59 closed out, a net change of +69 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.02B added.
  • The largest iShares TIPS Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2021.