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iShares TIPS Bond ETF
TIP

1,341 hedge funds and large institutions have $22.3B invested in iShares TIPS Bond ETF in 2022 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 506 increasing their positions, 530 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $392M | Put options by funds: $99.5M

2% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 134

5% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 530

2% less funds holding

Funds holding: 1,363 → 1,341 (-22)

3.59% less ownership

Funds ownership: 68.6% → 65.01% (-3.6%)

15% less capital invested

Capital invested by funds: $26.3B → $22.3B (-$3.99B)

19% less funds holding in top 10

Funds holding in top 10: 149 → 121 (-28)

Holders
1,341
Holders Change
-22
Holders Change %
-1.61%
% of All Funds
21.15%
Holding in Top 10
121
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-18.79%
% of All Funds
1.91%
New
131
Increased
506
Reduced
530
Closed
134
Calls
$392M
Puts
$99.5M
Net Calls
+$293M
Net Calls Change
+$1.77B

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$227M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$139M
3
Jane Street
Jane Street
New York
+$117M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$63.8M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.04B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$643M
3
PCA
Personal Capital Advisors
California
-$373M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$202M
5
SLI
Sumitomo Life Insurance
Japan
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
1251
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K – – –
Northern Trust
1252
Northern Trust
Illinois
$41K +$148K +1,176 +4%
BCM
1253
Bourgeon Capital Management
Connecticut
$40K -$24.5K -195 -38%
TF
1254
TimeScale Financial
Massachusetts
$39K +$126 +1 +0.3%
BWA
1255
BDO Wealth Advisors
Florida
$38K -$199K -1,580 -84%
TF
1256
Tompkins Financial
New York
$38K +$38.5K +306 New
Kayne Anderson Rudnick Investment Management
1257
Kayne Anderson Rudnick Investment Management
California
$37K +$252 +2 +0.7%
AW
1258
Avion Wealth
Texas
$37K +$37.7K +300 New
MIM
1259
MTM Investment Management
South Carolina
$35K – – –
CBT
1260
Central Bank & Trust
Kentucky
$31K – – –
LWCFA
1261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K -$221K -1,754 -88%
WWM
1262
Wolff Wiese Magana
California
$30K -$3.15K -25 -9%
FGAM
1263
Financial Gravity Asset Management
Texas
$29.7K -$269K -2,140 -47%
GC
1264
Gould Capital
Washington
$29K -$1.76K -14 -6%
RG
1265
Retirement Group
California
$29K +$126 +1 +0.4%
SIS
1266
Sound Income Strategies
Florida
$28K – – –
TCM
1267
Tradewinds Capital Management
Washington
$28K – – –
ME
1268
McIlrath & Eck
Washington
$26K – – –
EPM
1269
Equitec Proprietary Markets
Illinois
$25K – – –
SC
1270
Sierra Capital
Florida
$25K – – –
GTAM
1271
Global Trust Asset Management
Florida
$25K +$126 +1 +0.5%
FPB
1272
First PREMIER Bank
South Dakota
$25K +$25.2K +200 New
LFA
1273
Level Financial Advisors
New York
$23K -$6.29K -50 -21%
OSNBOA
1274
Old Second National Bank of Aurora
Illinois
$23K – – –
BBHC
1275
Brown Brothers Harriman & Co
New York
$22K -$205K -1,630 -90%
49 50
51
52 53

TIP Hedge Fund Activity: Q1 2022 in Review

1,341 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2022, worth a combined $22.3B — down 15% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of TIP and 131 opened new positions — a net loss of 3 holders — while 530 trimmed existing stakes and 506 added.

The largest buyer was AssetMark Inc, adding an estimated $227M. The largest seller was JP Morgan Chase, cutting an estimated $1.04B.

  • 1,341 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2022, down from 1,363 in Q4 2021.
  • Funds reported $22.3B of iShares TIPS Bond ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 131 funds opened new iShares TIPS Bond ETF positions in Q1 2022 and 134 closed out, a net change of -3 holders.
  • The largest iShares TIPS Bond ETF buyer in Q1 2022 was AssetMark Inc, an estimated $227M added.
  • The largest iShares TIPS Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2022.