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iShares TIPS Bond ETF
TIP

1,187 hedge funds and large institutions have $22.4B invested in iShares TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 615 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 615 | Existing positions reduced: 266

117% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 59

26% more capital invested

Capital invested by funds: $17.8B → $22.4B (+$4.58B)

14% more funds holding in top 10

Funds holding in top 10: 96 → 109 (+13)

4% more funds holding

Funds holding: 1,137 → 1,187 (+50)

3.64% more ownership

Funds ownership: 62.88% → 66.52% (+3.6%)

3% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $94.2M

Holders
1,187
Holders Change
+50
Holders Change %
+4.4%
% of All Funds
20.78%
Holding in Top 10
109
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.54%
% of All Funds
1.91%
New
128
Increased
615
Reduced
266
Closed
59
Calls
$96.9M
Puts
$94.2M
Net Calls
+$2.65M
Net Calls Change
+$131M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.02B
2
JP Morgan Chase
JP Morgan Chase
New York
+$702M
3
BlackRock
BlackRock
New York
+$334M
4
Jane Street
Jane Street
New York
+$305M
5
LPL Financial
LPL Financial
California
+$230M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$45.1M
2
GI
Gradient Investments
Minnesota
-$35.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34.3M
4
WFS
Weitzel Financial Services
Iowa
-$30.7M
5
AF
Ally Financial
Michigan
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
126
Mariner
Kansas
$15.7M +$5.13M +39,796 +48%
CW
127
CreativeOne Wealth
Kansas
$15.4M +$12.3M +95,538 +380%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$15.4M +$1.04M +8,034 +7%
AAS
129
Avantax Advisory Services
Texas
$15.3M +$1.84M +14,271 +13%
CL
130
CIM LLC
New York
$15.3M +$377K +2,925 +3%
SPC
131
Sigma Planning Corp
Michigan
$15M +$3.75M +29,046 +33%
BOS
132
Bingham Osborn & Scarborough
California
$14.8M +$112K +869 +0.8%
ACI
133
Alpha Cubed Investments
California
$14.4M +$855K +6,629 +6%
IWP
134
Insight Wealth Partners
Texas
$14.1M +$2.22M +17,247 +18%
Citadel Advisors
135
Citadel Advisors
Florida
$14.1M -$45.1M -349,970 -76%
LG
136
Leuthold Group
Minnesota
$14M -$42.8K -332 -0.3%
CS
137
Comerica Securities
Michigan
$13.9M +$9.97M +77,314 +243%
MPW
138
MA Private Wealth
California
$13.9M +$14M +108,726 New
MD
139
Money Design
Japan
$13.8M +$4.67M +36,182 +50%
NCG
140
Newport Capital Group
New Jersey
$13.6M +$639K +4,955 +5%
GEM
141
Global Endowment Management
North Carolina
$13.4M +$1.18M +9,170 +10%
AA
142
Alesco Advisors
New York
$13.4M -$1.13M -8,730 -8%
RWM
143
Refined Wealth Management
Utah
$13.2M +$162K +1,254 +1%
BF
144
BOK Financial
Oklahoma
$13.2M +$13.3M +103,347 New
BCM
145
Brookstone Capital Management
Illinois
$13.2M +$7.03M +54,484 +114%
MIFH
146
Migdal Insurance & Financial Holdings
Israel
$12.8M +$13.2K +102 +0.1%
GW
147
GW & Wade
Massachusetts
$12.6M +$1.56M +12,070 +14%
GCM
148
Graham Capital Management
Connecticut
$12.6M +$5.58M +43,300 +79%
DADC
149
D.A. Davidson & Co
Montana
$12.5M -$1.42M -10,997 -10%
DLDF
150
Dan L. Duncan Foundation
Texas
$12.5M +$242K +1,879 +2%
4 5
6
7 8

TIP Hedge Fund Activity: Q3 2021 in Review

1,187 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2021, worth a combined $22.4B — up 26% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new TIP positions and 59 closed out — a net gain of 69 holders — while 615 added to existing stakes and 266 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.02B. The largest seller was Citadel Advisors, cutting an estimated $45.1M.

  • 1,187 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2021, up from 1,137 in Q2 2021.
  • Funds reported $22.4B of iShares TIPS Bond ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 128 funds opened new iShares TIPS Bond ETF positions in Q3 2021 and 59 closed out, a net change of +69 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.02B added.
  • The largest iShares TIPS Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $45.1M sold.

Based on aggregated 13F filings for Q3 2021.