We are live on ! Find out more
TIP icon

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
EL
1426
EQ LLC
Washington
– -$218K -1,691 Closed
BFIM
1427
Beese Fulmer Investment Management
Ohio
– -$216K -1,669 Closed
GWM
1428
GSB Wealth Management
Connecticut
– -$209K -1,620 Closed
CPWMP
1429
Cardinal Point Wealth Management Partners
California
– -$207K -1,600 Closed
OFG
1430
Orcam Financial Group
California
– -$207K -1,600 Closed
LA
1431
LVW Advisors
New York
– -$206K -1,594 Closed
WP
1432
Wealthspan Partners
Iowa
– -$205K -1,585 Closed
HIM
1433
Harbour Investment Management
Washington
– -$204K -1,581 Closed
KCFA
1434
Key Client Fiduciary Advisors
New Jersey
– -$202K -1,567 Closed
FFG
1435
Ford Financial Group
California
– -$194 -1,503 Closed
ACM
1436
Absolute Capital Management
Pennsylvania
– -$172K -1,335 Closed
CG
1437
Cutler Group
California
– -$113K -900 Closed
WFS
1438
Widmann Financial Services
Maryland
– -$111K -865 Closed
CCA
1439
Column Capital Advisors
Indiana
– -$90K -700 Closed
OA
1440
Operose Advisors
Wisconsin
– -$86K -669 Closed
SAM
1441
Strategic Asset Management
Minnesota
– -$68K -526 Closed
CA
1442
Cornerstone Advisory
Maryland
– -$53K -411 Closed
SC
1443
Solstein Capital
California
– -$52K -400 Closed
HNWA
1444
Henrickson Nauta Wealth Advisors
Michigan
– -$46K -361 Closed
IAG
1445
Investmark Advisory Group
Connecticut
– -$34K -267 Closed
AWM
1446
Abound Wealth Management
Tennessee
– -$32.6K -253 Closed
MTWM
1447
Masso Torrence Wealth Management
New Jersey
– -$28K -219 Closed
CH
1448
Canton Hathaway
Rhode Island
– -$27K -210 Closed
CCM
1449
Chilton Capital Management
Texas
– -$25K -192 Closed
DAM
1450
Delta Asset Management
Tennessee
– -$24K -182 Closed
55 56 57
58
59

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.