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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
S
1451
Surevest
California
– -$22.4K -178 -98%
RWA
1452
RGT Wealth Advisors
Texas
– -$21K -166 Closed
DA
1453
DCM Advisors
New York
– -$19K -150 Closed
RPCONE
1454
Retirement Planning Company of New England
Rhode Island
– -$17K -135 Closed
PFSC
1455
Peoples Financial Services Corp
Pennsylvania
– -$17K -134 Closed
AHIA
1456
Andrew Hill Investment Advisors
Florida
– -$12K -100 Closed
AF
1457
Arrow Financial
New York
– -$13K -100 Closed
KFP
1458
KB Financial Partners
New Jersey
– -$10K -76 Closed
DWMG
1459
DB Wealth Management Group
California
– -$9K -73 Closed
JWM
1460
Janiczek Wealth Management
Colorado
– -$8K -61 Closed
GWS
1461
Glassman Wealth Services
Virginia
– -$7K -51 Closed
JFA
1462
JNBA Financial Advisors
Minnesota
– -$6K -48 Closed
AIM
1463
AHL Investment Management
Florida
– -$6K -45 Closed
EBA
1464
Eagle Bay Advisors
New York
– -$5K -40 Closed
KCM
1465
KRS Capital Management
Michigan
– -$5K -40 Closed
HFS
1466
Horizon Financial Services
North Carolina
– -$4.65K -36 Closed
EWM
1467
Evermay Wealth Management
Virginia
– -$4K -31 Closed
KC
1468
Knuff & Co
California
– -$3K -25 Closed
SPA
1469
Shore Point Advisors
New Jersey
– -$3K -23 Closed
AWA
1470
Aquire Wealth Advisors
Utah
– -$2K -19 Closed
HI
1471
Hudock Inc
Pennsylvania
– -$2K -18 Closed
PCFFS
1472
Pacific Center for Financial Services
California
– -$1K -8 Closed
PMFA
1473
Plante Moran Financial Advisors
Michigan
– -$1K -8 Closed
FCAS
1474
First Command Advisory Services
Texas
– +$2.14K +17 New
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.