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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
OA
1226
Operose Advisors
Wisconsin
$86K +$86.3K +669 New
ACA
1227
Atlas Capital Advisors
Wyoming
$83.7K -$670K -5,198 -89%
PWMG
1228
Prestige Wealth Management Group
New Jersey
$83K – – –
RIM
1229
Rockbridge Investment Management
New York
$80K – – –
HR
1230
Howe & Rusling
New York
$77K +$903 +7 +1%
ACM
1231
AUA Capital Management
Pennsylvania
$75K – – –
EWM
1232
EPG Wealth Management
Georgia
$75K +$258 +2 +0.3%
IWP
1233
IAG Wealth Partners
Wisconsin
$73K +$60.6K +470 +490%
BC
1234
Belmont Capital
California
$70K – – –
CAM
1235
Caprin Asset Management
Virginia
$70K – – –
SAM
1236
Strategic Asset Management
Minnesota
$68K +$7.48K +58 +12%
M1FG
1237
Mach-1 Financial Group
Arkansas
$68K +$68.6K +532 New
BCM
1238
Bourgeon Capital Management
Connecticut
$67K -$30.9K -240 -32%
SSC
1239
Syverson Strege & Co
Iowa
$67K – – –
PO
1240
Private Ocean
California
$67K +$9.15K +71 +16%
HS
1241
Horan Securities
United States
$66K +$65.9K +511 New
CYG
1242
Clean Yield Group
Vermont
$65K – – –
WTA
1243
Washington Trust Advisors
Massachusetts
$65K +$64.5K +500 New
BBPWM
1244
Blue Bell Private Wealth Management
Pennsylvania
$61K – – –
MFT
1245
Moisand Fitzgerald Tamayo
Florida
$61K – – –
TFA
1246
Toth Financial Advisory
Virginia
$61K +$61.2K +475 New
CAL
1247
Capital Analysts LLC
Pennsylvania
$60K +$774 +6 +1%
IF
1248
Integrity Financial
Wyoming
$60K +$59.6K +462 New
ACK
1249
Andrew C. Karlinski
$59K +$58.8K +456 New
FMII
1250
Farmers & Merchants Investments Inc
Nebraska
$56K +$1.29K +10 +2%
48 49
50
51 52

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.