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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
DIP
1276
DT Investment Partners
Pennsylvania
-$375K -3,294 Closed
FA
1277
FDx Advisors
Illinois
-$366K -3,214 Closed
VWA
1278
V Wealth Advisors
Kansas
-$363K -3,184 Closed
T
1279
TRUADVICE
Florida
-$363K -3,120 Closed
CIAS
1280
CBIZ Investment Advisory Services
Ohio
-$349K -3,067 Closed
ICG
1281
InterOcean Capital Group
Tennessee
-$339K -2,973 Closed
BWM
1282
Blossom Wealth Management
California
-$333K -2,924 Closed
AIC
1283
Argus Investors Counsel
New York
-$333K -2,920 Closed
SBH
1284
Segall Bryant & Hamill
Illinois
-$325K -2,838 Closed
SA
1285
SAM Advisors
California
-$320K -2,797 Closed
HIS
1286
Harvest Investment Services
Illinois
-$309K -2,720 Closed
AA
1287
Aire Advisors
California
-$292K -2,556 Closed
TCMP
1288
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$288K -2,527 Closed
MWM
1289
Mission Wealth Management
California
-$277K -2,431 Closed
KIG
1290
Kowal Investment Group
Wisconsin
-$267K -2,344 Closed
HC
1291
Hamilton Capital
Ohio
-$267K -2,342 Closed
RGF
1292
Retirement Guys Formula
Ohio
-$263K -2,313 Closed
SCFS
1293
S.C. Financial Services
Arizona
-$263K -2,306 Closed
EHC
1294
Everett Harris & Co
California
-$259K -2,278 Closed
PIA
1295
Perennial Investment Advisors
California
-$258K -2,269 Closed
TWM
1296
Trinity Wealth Management
Pennsylvania
-$255K -2,235 Closed
KM
1297
Kalos Management
Georgia
-$243K -2,131 Closed
EL
1298
EQ LLC
Washington
-$235K -2,065 Closed
BTWM
1299
Baker Tilly Wealth Management
Wisconsin
-$232K -2,040 Closed
SS
1300
Simplicity Solutions
Minnesota
-$230K -2,015 Closed

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.