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iShares TIPS Bond ETF

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: 96109 (+13)

4% more funds holding

Funds holding: 1,1371,187 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TFF
176
The Family Firm
Maryland
$10.4M +$207K +1,603 +2%
TWP
177
Tower Wealth Partners
Pennsylvania
$10.3M -$105K -814 -1%
CWM
178
Cranbrook Wealth Management
Michigan
$10.1M +$279K +2,163 +3%
AMG
179
Asset Management Group
Connecticut
$10M +$74.3K +576 +0.7%
EH
180
Equitable Holdings
New York
$9.97M -$331K -2,566 -3%
AAM
181
Ameraudi Asset Management
New York
$9.81M +$186K +1,446 +2%
CHC
182
City Holding Co
West Virginia
$9.68M +$2.48M +19,215 +34%
CB
183
Commerce Bank
Missouri
$9.65M +$871K +6,758 +10%
GC
184
Guggenheim Capital
Illinois
$9.59M -$3.68M -28,516 -28%
SHJ
185
Sharkey, Howes & Javer
Colorado
$9.52M +$9.61M +74,513 New
GWM
186
Gray Wealth Management
Maine
$9.48M +$546K +4,237 +6%
RG
187
Rathbones Group
United Kingdom
$9.4M +$521K +4,039 +6%
BB
188
Busey Bank
Illinois
$9.25M -$823K -6,386 -8%
Deutsche Bank
189
Deutsche Bank
Germany
$9.21M -$4.11M -31,850 -31%
SLWA
190
San Luis Wealth Advisors
California
$9.15M +$9.24M +71,666 New
SC
191
SouthState Corp
Florida
$9.05M -$59.1K -458 -0.6%
HH
192
Hilltop Holdings
Texas
$9.02M +$8.13M +63,041 +828%
SW
193
StrongBox Wealth
Missouri
$9M -$915K -7,100 -9%
FCC
194
Florin Court Capital
United Kingdom
$8.96M +$400K +3,100 +5%
PWM
195
Palumbo Wealth Management
New York
$8.93M -$876K -6,795 -9%
LB
196
Leo Brokerage
Texas
$8.88M +$490K +3,802 +6%
AWS
197
Arkfeld Wealth Strategies
Nebraska
$8.86M +$865K +6,705 +11%
EF
198
Empowered Funds
Pennsylvania
$8.82M +$8.94M +69,316 New
MCWS
199
McKinley Carter Wealth Services
West Virginia
$8.8M +$1.07M +8,309 +14%
TSA
200
Tri-Star Advisors
Texas
$8.78M +$7.13M +55,306 +429%

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.