We are live on ! Find out more
TIP icon

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
VAM
1176
Verity Asset Management
North Carolina
-$234K -1,866 Closed
SBH
1177
Segall Bryant & Hamill
Illinois
-$222K -1,794 Closed
BRWM
1178
B. Riley Wealth Management
Tennessee
-$218K -1,734 Closed
EPA
1179
Element Pointe Advisors
Florida
-$210K -1,674 Closed
FFBTD
1180
First Financial Bank - Trust Division
Ohio
-$208K -1,661 Closed
EWM
1181
Evercore Wealth Management
New York
-$207K -1,653 Closed
FAM
1182
Formidable Asset Management
Ohio
-$201K -1,601 Closed
WCM
1183
Wealthcare Capital Management
Virginia
-$190K -1,515 Closed
AIC
1184
Archer Investment Corporation
Indiana
-$170K -1,351 Closed
EP
1185
Eudaimonia Partners
Tennessee
-$148K -1,178 Closed
SFSIG
1186
San Francisco Sentry Investment Group
California
-$146K -1,163 Closed
MF
1187
Manchester Financial
California
-$122K -970 Closed
LGWM
1188
Litman Gregory Wealth Management
California
-$112K -895 Closed
CA
1189
Crewe Advisors
Utah
-$50K -400 Closed
MWM
1190
Mascoma Wealth Management
New Hampshire
-$50K -400 Closed
TRCT
1191
Tower Research Capital (TRC)
New York
-$25K -200 Closed
SCM
1192
SevenOneSeven Capital Management
Pennsylvania
-$21K -171 Closed
CICI
1193
Capital Investment Counsel Inc
North Carolina
-$15K -123 Closed
APWM
1194
Atlas Private Wealth Management
New York
-$14K -113 Closed
NFSG
1195
Newbridge Financial Services Group
Florida
-$11K -90 Closed
Aristotle Capital Management
1196
Aristotle Capital Management
California
-$6K -44 Closed
IHWM
1197
Iron Horse Wealth Management
Iowa
-$2K -13 Closed
LPWM
1198
Lake Point Wealth Management
Texas
+$127 +1 New

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.