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iShares TIPS Bond ETF

1,094 hedge funds and large institutions have $16.5B invested in iShares TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 491 increasing their positions, 290 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 290

58% more call options, than puts

Call options by funds: $63.3M | Put options by funds: $40M

49% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 93

6% more funds holding in top 10

Funds holding in top 10: 8287 (+5)

4% more funds holding

Funds holding: 1,0561,094 (+38)

2.78% less ownership

Funds ownership: 66.09%63.31% (-2.8%)

6% less capital invested

Capital invested by funds: $17.5B → $16.5B (-$994M)

Holders
1,094
Holders Change
+38
Holders Change %
+3.6%
% of All Funds
19.21%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
1.53%
New
139
Increased
491
Reduced
290
Closed
93
Calls
$63.3M
Puts
$40M
Net Calls
+$23.3M
Net Calls Change
-$842M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
176
Neuberger Berman Group
New York
$7.91M -$57.7K -456 -0.7%
NCM
177
New Capital Management
Texas
$7.88M +$1.04M +8,255 +15%
TC
178
Telemus Capital
Michigan
$7.77M -$1.09M -8,591 -12%
LBD
179
Landsberg Bennett & Dubbaneh
Florida
$7.67M +$1.34M +10,605 +21%
EGA
180
E&G Advisors
Texas
$7.64M -$59.5K -470 -0.8%
SIA
181
Strategic Investment Advisors
Michigan
$7.61M +$3.7M +29,197 +93%
MD
182
Money Design
Japan
$7.48M +$1.37M +10,860 +22%
AFWM
183
AMJ Financial Wealth Management
Virginia
$7.4M +$1.33M +10,493 +22%
FCIM
184
Fairview Capital Investment Management
California
$7.37M +$61.5K +486 +0.8%
CAG
185
Csenge Advisory Group
Florida
$7.35M +$4.42M +34,908 +147%
LWP
186
Laurel Wealth Planning
Minnesota
$7.32M +$766K +6,049 +12%
ACI
187
AMP Capital Investors
Australia
$7.28M +$7.34M +58,002 New
PWAG
188
Polaris Wealth Advisory Group
California
$7.24M -$251K -1,987 -3%
CFP
189
Curran Financial Partners
South Carolina
$7.12M +$3.24M +25,582 +82%
CNB
190
Camden National Bank
Maine
$7M +$1.05M +8,288 +17%
CNC
191
Camden National Corporation
Maine
$7M +$7.05M +55,737 New
FQ
192
First Quadrant
California
$6.99M
ATC
193
Adirondack Trust Company
New York
$6.99M -$11.8K -93 -0.2%
CA
194
Cambridge Associates
Massachusetts
$6.97M -$813K -6,426 -10%
FANJ
195
Financial Architects (New Jersey)
New Jersey
$6.96M -$548K -4,331 -7%
RJT
196
Raymond James Trust
Florida
$6.75M +$1M +7,902 +17%
FIM
197
Freedom Investment Management
Connecticut
$6.68M -$506K -3,999 -7%
WPIC
198
White Pine Investment Company
Michigan
$6.63M +$221K +1,745 +3%
HWM
199
HighMark Wealth Management
Minnesota
$6.62M +$442K +3,491 +7%
VCM
200
Verger Capital Management
North Carolina
$6.59M

TIP Hedge Fund Activity: Q1 2021 in Review

1,094 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2021, worth a combined $16.5B — down 5.7% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new TIP positions and 93 closed out — a net gain of 46 holders — while 491 added to existing stakes and 290 trimmed.

The largest buyer was BlackRock, adding an estimated $222M. The largest seller was JP Morgan Chase, cutting an estimated $1.61B.

  • 1,094 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2021, up from 1,056 in Q4 2020.
  • Funds reported $16.5B of iShares TIPS Bond ETF stock for Q1 2021, down 5.7% quarter-over-quarter.
  • 139 funds opened new iShares TIPS Bond ETF positions in Q1 2021 and 93 closed out, a net change of +46 holders.
  • The largest iShares TIPS Bond ETF buyer in Q1 2021 was BlackRock, an estimated $222M added.
  • The largest iShares TIPS Bond ETF seller in Q1 2021 was JP Morgan Chase, an estimated $1.61B sold.

Based on aggregated 13F filings for Q1 2021.