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iShares TIPS Bond ETF

1,137 hedge funds and large institutions have $17.8B invested in iShares TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 547 increasing their positions, 309 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 62

77% more repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 309

10% more funds holding in top 10

Funds holding in top 10: 8796 (+9)

8% more capital invested

Capital invested by funds: $16.5B → $17.8B (+$1.3B)

4% more funds holding

Funds holding: 1,0941,137 (+43)

0.42% less ownership

Funds ownership: 63.31%62.88% (-0.42%)

57% less call options, than puts

Call options by funds: $98.2M | Put options by funds: $226M

Holders
1,137
Holders Change
+43
Holders Change %
+3.93%
% of All Funds
19.79%
Holding in Top 10
96
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.34%
% of All Funds
1.67%
New
118
Increased
547
Reduced
309
Closed
62
Calls
$98.2M
Puts
$226M
Net Calls
-$128M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Crabel Capital Management
California
$13.4M -$782K -6,157 -6%
Deutsche Bank
127
Deutsche Bank
Germany
$13.3M +$7.54M +59,339 +133%
GC
128
Guggenheim Capital
Illinois
$13.3M -$2.54M -19,963 -16%
EC
129
Estate Counselors
Wisconsin
$13.1M -$8.79M -69,150 -40%
RWM
130
Refined Wealth Management
Utah
$13.1M +$13M +102,329 New
NCG
131
Newport Capital Group
New Jersey
$13M +$2.09M +16,485 +19%
MIFH
132
Migdal Insurance & Financial Holdings
Israel
$12.8M -$41.9K -330 -0.3%
TF
133
TIAA FSB
Florida
$12.4M -$1.82M -14,352 -13%
GEM
134
Global Endowment Management
North Carolina
$12.3M
DLDF
135
Dan L. Duncan Foundation
Texas
$12.3M +$114K +894 +0.9%
IWP
136
Insight Wealth Partners
Texas
$12M -$189K -1,484 -2%
AP
137
Advisors Preferred
Maryland
$11.9M +$7M +55,094 +143%
TWA
138
TPB Wealth Advisors
Texas
$11.6M +$505K +3,977 +5%
JIR
139
James Investment Research
Ohio
$11.6M +$244K +1,920 +2%
KP
140
Keel Point
Alabama
$11.5M +$7.39M +58,144 +185%
PFM
141
Phillips Financial Management
Indiana
$11.5M +$769K +6,054 +7%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$11.4M +$527K +4,149 +5%
ZF
143
Zhang Financial
Michigan
$11.4M -$14.7K -116 -0.1%
SPC
144
Sigma Planning Corp
Michigan
$11.3M +$2.26M +17,819 +25%
FNBTCON
145
First National Bank & Trust Co of Newtown
Pennsylvania
$11.3M -$16.4K -129 -0.1%
IFG
146
Independent Financial Group
California
$11.2M +$8.73M +68,692 +362%
GW
147
GW & Wade
Massachusetts
$11.1M +$256K +2,017 +2%
RAM
148
Riggs Asset Management
Pennsylvania
$11M +$1.83M +14,438 +20%
UCFA
149
United Capital Financial Advisors
Texas
$11M +$693K +5,458 +7%
LWM
150
Lyell Wealth Management
California
$10.7M -$587K -4,619 -5%

TIP Hedge Fund Activity: Q2 2021 in Review

1,137 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2021, worth a combined $17.8B — up 7.9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new TIP positions and 62 closed out — a net gain of 56 holders — while 547 added to existing stakes and 309 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Pictet Asset Management (UK), cutting an estimated $204M.

  • 1,137 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2021, up from 1,094 in Q1 2021.
  • Funds reported $17.8B of iShares TIPS Bond ETF stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 118 funds opened new iShares TIPS Bond ETF positions in Q2 2021 and 62 closed out, a net change of +56 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2021 was BlackRock, an estimated $201M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2021 was Pictet Asset Management (UK), an estimated $204M sold.

Based on aggregated 13F filings for Q2 2021.