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iShares TIPS Bond ETF
TIP

1,219 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 252 increasing their positions, 681 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $173M | Put options by funds: $31.6M

18% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 125

0% less funds holding

Funds holding: 1,221 → 1,219 (-2)

2.75% less ownership

Funds ownership: 64.1% → 61.35% (-2.7%)

9% less capital invested

Capital invested by funds: $16.9B → $15.4B (-$1.58B)

21% less funds holding in top 10

Funds holding in top 10: 96 → 76 (-20)

63% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 681

Holders
1,219
Holders Change
-2
Holders Change %
-0.16%
% of All Funds
19.59%
Holding in Top 10
76
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.83%
% of All Funds
1.22%
New
147
Increased
252
Reduced
681
Closed
125
Calls
$173M
Puts
$31.6M
Net Calls
+$141M
Net Calls Change
-$38.3M

Top Buyers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
+$112M
2
UBS Group
UBS Group
Switzerland
+$96.5M
3
BGDI
BW Gestao de Investimentos
Brazil
+$74.5M
4
BM
Baymount Management
Florida
+$65.1M
5
Barclays
Barclays
United Kingdom
+$63.1M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
2
Bank of America
Bank of America
North Carolina
-$305M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$281M
4
Jane Street
Jane Street
New York
-$280M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$245M
Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1201
Legacy Bridge
Iowa
$2.98K – – –
SBL
1202
Sargent Bickham Lagudis
Colorado
$2.64K -$133K -1,242 -98%
SL
1203
Savior LLC
Massachusetts
$2.61K -$19K -178 -88%
SWA
1204
Sutton Wealth Advisors
Florida
$2.23K – – –
FMTCOCP
1205
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
CA
1206
Centerpoint Advisors
Massachusetts
$2K +$2.14K +20 New
KOMWMG
1207
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2K +$2.14K +20 New
BIA
1208
Bell Investment Advisors
California
$1.98K -$320 -3 -14%
KM
1209
Kalos Management
Georgia
$1.81K +$1.81K +17 New
MIM
1210
Macroview Investment Management
Maryland
$1.77K – – –
FAM
1211
Family Asset Management
South Carolina
$1.38K +$1.39K +13 New
LOIP
1212
Live Oak Investment Partners
Texas
$1.17K – – –
CP
1213
Castleview Partners
Texas
$1.06K – – –
TCWA
1214
Ten Capital Wealth Advisors
Washington
$1.06K – – –
FMP
1215
Financial Management Professionals
Texas
$1K – – –
AWM
1216
Abound Wealth Management
Tennessee
$958 +$961 +9 New
CPFP
1217
Clear Perspectives Financial Planning
Ohio
$958 +$961 +9 New
RCM
1218
Rain Capital Management
Oregon
$781 – – –
BA
1219
Bellwether Advisors
Nebraska
$745 – – –
FWP
1220
FAS Wealth Partners
Kansas
$692 +$214 +2 +40%
HWM
1221
HighMark Wealth Management
Minnesota
$593 – – –
WAM
1222
Worth Asset Management
Texas
$319 -$17.6K -165 -98%
NECFA
1223
New England Capital Financial Advisors
Connecticut
$19 – – –
Mitsubishi UFJ Trust & Banking
1224
Mitsubishi UFJ Trust & Banking
Japan
– -$281M -2,680,000 Closed
TA
1225
Townsend & Associates
Colorado
– -$30.8M -291,934 Closed
47 48
49
50 51

TIP Hedge Fund Activity: Q4 2022 in Review

1,219 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2022, worth a combined $15.4B — down 9.3% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new TIP positions and 125 closed out — a net gain of 22 holders — while 252 added to existing stakes and 681 trimmed.

The largest buyer was Evoke Wealth, adding an estimated $112M. The largest seller was Envestnet Asset Management, cutting an estimated $653M.

  • 1,219 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2022, down from 1,221 in Q3 2022.
  • Funds reported $15.4B of iShares TIPS Bond ETF stock for Q4 2022, down 9.3% quarter-over-quarter.
  • 147 funds opened new iShares TIPS Bond ETF positions in Q4 2022 and 125 closed out, a net change of +22 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2022 was Evoke Wealth, an estimated $112M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $653M sold.

Based on aggregated 13F filings for Q4 2022.