We are live on ! Find out more
TIP icon

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
SCA
1151
Stonebridge Capital Advisors
Minnesota
$220K -$4.25K -33 -2%
SWM
1152
Shakespeare Wealth Management
Wisconsin
$220K – – –
AIP
1153
Ahrens Investment Partners
Louisiana
$220K +$219K +1,702 New
EL
1154
EQ LLC
Washington
$218K -$74.4K -577 -25%
PH
1155
Pinnacle Holdings
Oklahoma
$217K -$387 -3 -0.2%
BFIM
1156
Beese Fulmer Investment Management
Ohio
$216K +$215K +1,669 New
CWS
1157
Confluence Wealth Services
Pennsylvania
$216K +$216K +1,674 New
SFS
1158
Summit Financial Strategies
Ohio
$213K -$28K -217 -12%
HR
1159
Hayden Royal
North Carolina
$213K -$645 -5 -0.3%
RWB
1160
RMR Wealth Builders
New Jersey
$210K -$292K -2,267 -58%
SCA
1161
SMH Capital Advisors
Texas
$210K +$774 +6 +0.4%
MCCP
1162
Mission Creek Capital Partners
California
$210K +$1.55K +12 +0.7%
W
1163
WealthOne
New York
$210K +$210K +1,626 New
AAM
1164
Advisors Asset Management
Colorado
$209K – – –
WAM
1165
Weatherly Asset Management
California
$209K – – –
GWM
1166
GSB Wealth Management
Connecticut
$209K +$209K +1,620 New
AL
1167
ACAS LLC
California
$208K +$2.06K +16 +1%
CPWMP
1168
Cardinal Point Wealth Management Partners
California
$207K +$206K +1,600 New
OFG
1169
Orcam Financial Group
California
$207K +$206K +1,600 New
LA
1170
LVW Advisors
New York
$206K -$798K -6,190 -80%
WP
1171
Wealthspan Partners
Iowa
$205K +$204K +1,585 New
HIM
1172
Harbour Investment Management
Washington
$204K – – –
EWM
1173
Endowment Wealth Management
Wisconsin
$202K +$201K +1,560 New
KCFA
1174
Key Client Fiduciary Advisors
New Jersey
$202K +$202K +1,567 New
RBC
1175
Roble Belko & Company
Pennsylvania
$201K – – –
45 46
47
48 49

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.