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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
DWA
1151
Dorsey Wright & Associates
California
-$1.92K -15,333 Closed
UFA
1152
US Financial Advisors
Massachusetts
-$1.89M -15,072 Closed
IIA
1153
IPG Investment Advisors
California
-$1.61M -12,798 Closed
SWP
1154
ShoreHaven Wealth Partners
New Jersey
-$1.59M -12,707 Closed
BAM
1155
Bruderman Asset Management
New York
-$1.52M -12,114 Closed
BMCM
1156
Burns Matteson Capital Management
New York
-$1.33M -10,566 Closed
BA
1157
Ballew Advisors
Mississippi
-$1.31M -10,408 Closed
OPWM
1158
Oxinas Partners Wealth Management
Indiana
-$1.25M -9,999 Closed
CFAM
1159
Center For Asset Management
Florida
-$1.21M -9,612 Closed
MHS
1160
M Holdings Securities
Oregon
-$809K -6,449 Closed
TI
1161
tru Independence
Oregon
-$572K -4,531 Closed
JDR
1162
Jay D. Rosenbaum
-$528K -4,200 Closed
AWA
1163
Arete Wealth Advisors
Illinois
-$514K -4,099 Closed
AFS
1164
Access Financial Services
Minnesota
-$493K -3,930 Closed
DWP
1165
Destiny Wealth Partners
Florida
-$473K -3,765 Closed
SWA
1166
Sax Wealth Advisors
New Jersey
-$360K -2,865 Closed
SMF
1167
Sterling Manor Financial
New York
-$329K -2,620 Closed
NFG
1168
Norris Financial Group
South Carolina
-$315K -2,513 Closed
FRA
1169
Frank Rimerman Advisors
California
-$305K -2,434 Closed
PCS
1170
Personal CFO Solutions
New Jersey
-$297K -2,365 Closed
FSG
1171
Financial Strategies Group
Michigan
-$280K -2,231 Closed
AGM
1172
Alpine Global Management
New York
-$263K -2,097 Closed
RBCM
1173
Raub Brock Capital Management
California
-$257K -2,050 Closed
PFO
1174
Pathstone Family Office
New Jersey
-$236K -1,878 Closed
CST
1175
Charles Schwab Trust
Nevada
-$235K -1,871 Closed

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.