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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
CCM
1326
Colorado Capital Management
Colorado
-$144K -1,267 Closed
PP
1327
PrairieView Partners
Minnesota
-$117K -1,025 Closed
SIAP
1328
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$102K -896 Closed
GLLW
1329
Graves Light Lenhart Wealth
Virginia
-$95K -836 Closed
MSFP
1330
Mark Sheptoff Financial Planning
Connecticut
-$93K -816 Closed
1IA
1331
1834 Investment Advisors
Wisconsin
-$92K -808 Closed
CI
1332
CX Institutional
Indiana
-$81K -713 Closed
PFPT
1333
Pinnacle Financial Partners (Tennessee)
Tennessee
-$73K -644 Closed
TCWM
1334
Total Clarity Wealth Management
Illinois
-$69K -603 Closed
CPFP
1335
Clear Perspectives Financial Planning
Ohio
-$54K -470 Closed
CLOS
1336
Compagnie Lombard Odier SCmA
Switzerland
-$46K -400 Closed
S
1337
Surevest
California
-$33.4K -295 -99%
LSA
1338
Lansing Street Advisors
Pennsylvania
-$26K -231 Closed
SFC
1339
SYM Financial Corp
Indiana
-$24K -212 Closed
CCM
1340
Chilton Capital Management
Texas
-$22K -192 Closed
TIM
1341
Tevis Investment Management
Texas
-$10K -86 Closed
GWMIA
1342
Global Wealth Management Investment Advisory
Florida
-$9K -83 Closed
SIM
1343
Studio Investment Management
Illinois
-$6K -56 Closed
FBT
1344
First Bank & Trust
South Dakota
-$6K -50 Closed
AIA
1345
Arcadia Investment Advisors
Idaho
-$5.47K -48 Closed
DC
1346
Darrow Company
Massachusetts
-$3K -31 Closed
MM
1347
Main Management
California
-$4K -31 Closed
WWMSC
1348
Wagner Wealth Management (South Carolina)
South Carolina
-$2.83K -25 Closed
APW
1349
Axim Planning & Wealth
Ohio
-$2K -14 Closed
AP
1350
Arlington Partners
Alabama
-$1K -7 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.