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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
Mariner
151
Mariner
Kansas
$10.6M +$319K +2,512 +3%
SW
152
SVB Wealth
Massachusetts
$10.6M +$720K +5,670 +7%
TWP
153
Tower Wealth Partners
Pennsylvania
$10.5M +$864K +6,799 +9%
WC
154
Whitney & Co
New York
$10.5M +$964K +7,589 +10%
MM
155
Meridian Management
Arkansas
$10.4M +$8.72M +68,632 +533%
ERIM
156
Eagle Ridge Investment Management
Connecticut
$10.4M +$234K +1,838 +2%
Millennium Management
157
Millennium Management
New York
$10.4M +$673K +5,298 +7%
EH
158
Equitable Holdings
New York
$10.3M -$177K -1,396 -2%
DFG
159
Demars Financial Group
Washington
$10.3M +$858K +6,755 +9%
RA
160
RiverTree Advisors
Florida
$10.2M +$23.8K +187 +0.2%
AAM
161
Autus Asset Management
Arizona
$10.2M +$549K +4,319 +6%
Verition Fund Management
162
Verition Fund Management
Connecticut
$10.1M -$4.99M -39,306 -33%
TFF
163
The Family Firm
Maryland
$10.1M +$313K +2,466 +3%
BB
164
Busey Bank
Illinois
$10.1M -$708K -5,576 -7%
IWC
165
Integrated Wealth Concepts
Massachusetts
$10M +$1.43M +11,219 +17%
AMG
166
Asset Management Group
Connecticut
$9.97M -$319K -2,511 -3%
SW
167
StrongBox Wealth
Missouri
$9.93M +$1.38M +10,886 +16%
CWM
168
Cranbrook Wealth Management
Michigan
$9.88M +$894K +7,034 +10%
PWM
169
Palumbo Wealth Management
New York
$9.82M +$896K +7,054 +10%
NWA
170
New World Advisors
Massachusetts
$9.82M +$9.75M +76,737 New
AAM
171
Ameraudi Asset Management
New York
$9.65M +$725K +5,706 +8%
MD
172
Money Design
Japan
$9.18M +$1.53M +12,043 +20%
SC
173
SouthState Corp
Florida
$9.13M +$89.9K +708 +1%
GWM
174
Gray Wealth Management
Maine
$8.96M +$393K +3,090 +5%
RG
175
Rathbones Group
United Kingdom
$8.91M +$580K +4,564 +7%

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.