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iShares TIPS Bond ETF

1,221 hedge funds and large institutions have $16.9B invested in iShares TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 349 increasing their positions, 624 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $205M | Put options by funds: $26M

2.22% less ownership

Funds ownership: 66.32%64.1% (-2.2%)

5% less funds holding

Funds holding: 1,2911,221 (-70)

16% less capital invested

Capital invested by funds: $20.2B → $16.9B (-$3.3B)

17% less funds holding in top 10

Funds holding in top 10: 11596 (-19)

36% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 133

44% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 624

Holders
1,221
Holders Change
-70
Holders Change %
-5.42%
% of All Funds
21.03%
Holding in Top 10
96
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.52%
% of All Funds
1.65%
New
85
Increased
349
Reduced
624
Closed
133
Calls
$205M
Puts
$26M
Net Calls
+$179M
Net Calls Change
+$1.55B
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1176
CNB Bank
Pennsylvania
$10K +$10.5K +93 New
IAMOG
1177
Investors Asset Management of Georgia
Georgia
$9K -$906 -8 -9%
MS
1178
Mizuho Securities
Japan
$9K
HCA
1179
Heck Capital Advisors
Wisconsin
$8.89K +$340 +3 +4%
IWP
1180
IAG Wealth Partners
Wisconsin
$8K
AFS
1181
Annapolis Financial Services
Maryland
$7K
AWM
1182
Atticus Wealth Management
Florida
$7K
SIS
1183
Sound Income Strategies
Florida
$6K -$103K -913 -94%
GWANC
1184
Guardian Wealth Advisors (North Carolina)
North Carolina
$6K -$32.3K -285 -84%
CMA
1185
Cedar Mountain Advisors
Oregon
$5K -$1.36K -12 -19%
EL
1186
EMFO LLC
Florida
$5K
AWM
1187
Angeles Wealth Management
California
$5K +$5.66K +50 New
CWAF
1188
Core Wealth Advisors (Florida)
Florida
$4K
HI
1189
Hoey Investments
Pennsylvania
$4K
FP
1190
Financial Perspectives
Minnesota
$3.78K +$4.08K +36 New
TAM
1191
Tucker Asset Management
Colorado
$3.72K -$2.94K -26 -43%
TRCT
1192
Tower Research Capital (TRC)
New York
$3K -$42.5K -375 -93%
ARMC
1193
American Research & Management Company
Massachusetts
$3K
IRC
1194
Investors Research Corp
Georgia
$3K
LWP
1195
Laurel Wealth Planning
Minnesota
$3K
LB
1196
Legacy Bridge
Iowa
$3K
NC
1197
NewSquare Capital
Pennsylvania
$3K
TWP
1198
TFO Wealth Partners
Ohio
$3K
VNA
1199
Valley National Advisers
Pennsylvania
$3K
SSC
1200
Syverson Strege & Co
Iowa
$3K +$3.17K +28 New

TIP Hedge Fund Activity: Q3 2022 in Review

1,221 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2022, worth a combined $16.9B — down 16% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of TIP and 85 opened new positions — a net loss of 48 holders — while 624 trimmed existing stakes and 349 added.

The largest buyer was Jane Street, adding an estimated $397M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $354M.

  • 1,221 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2022, down from 1,291 in Q2 2022.
  • Funds reported $16.9B of iShares TIPS Bond ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 85 funds opened new iShares TIPS Bond ETF positions in Q3 2022 and 133 closed out, a net change of -48 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2022 was Jane Street, an estimated $397M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2022 was Mitsubishi UFJ Trust & Banking, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2022.