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iShares TIPS Bond ETF

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: 1,3631,341 (-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: 149121 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1376
PFG Advisors
Arizona
-$1.46M -11,321 Closed
RWP
1377
RWA Wealth Partners
Massachusetts
-$1.4M -10,841 Closed
BA
1378
Ballew Advisors
Mississippi
-$1.29M -10,231 Closed
IAIM
1379
Industrial Alliance Investment Management
Quebec, Canada
-$1.15M -8,882 Closed
MFS
1380
McNamara Financial Services
Massachusetts
-$950K -7,352 Closed
Sumitomo Mitsui Trust Group
1381
Sumitomo Mitsui Trust Group
Japan
-$917K -7,100 Closed
SEA
1382
Stegent Equity Advisors
Texas
-$870K -6,739 Closed
GSEP
1383
Golden State Equity Partners
California
-$808K -6,252 Closed
GA
1384
Greenspring Advisors
Maryland
-$742K -5,745 Closed
BAM
1385
Bruderman Asset Management
New York
-$735K -5,664 Closed
FHC
1386
First Heartland Consultants
Missouri
-$640 -4,959 Closed
EPA
1387
Element Pointe Advisors
Florida
-$618K -4,783 Closed
GCM
1388
Goldstream Capital Management
Hong Kong
-$609K -4,712 Closed
TWM
1389
Trinity Wealth Management
Pennsylvania
-$582K -4,502 Closed
MIS
1390
Morningstar Investment Services
Illinois
-$550K -4,254 Closed
MCM
1391
Monument Capital Management
Virginia
-$546K -4,229 Closed
BCM
1392
Bluefin Capital Management
New York
-$517K -4,000 Closed
LGWM
1393
Litman Gregory Wealth Management
California
-$483K -3,735 Closed
SC
1394
Sepio Capital
Utah
-$475K -3,680 Closed
FF
1395
Friedenthal Financial
New Jersey
-$429K -3,323 Closed
CCMG
1396
Clark Capital Management Group
Pennsylvania
-$420K -3,249 Closed
WA
1397
Waddell & Associates
Tennessee
-$420K -3,249 Closed
WAM
1398
WealthTrust Asset Management
Florida
-$380K -2,941 Closed
PFA
1399
Plotkin Financial Advisors
Maryland
-$378K -2,925 Closed
GSIS
1400
Global Strategic Investment Solutions
Arizona
-$375K -2,902 Closed

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.