iShares TIPS Bond ETF
1,293 hedge funds and large institutions have $20.3B invested in iShares TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 474 increasing their positions, 555 reducing their positions, and 130 closing their positions.
1.72% more ownership
Funds ownership: 64.61% → 66.33% (+1.7%)
5% less capital inflows, than outflows
Capital inflows: $2.25B | Capital outflows: $2.37B
4% less funds holding
Funds holding: 1,342 → 1,293 (-49)
5% less funds holding in top 10
Funds holding in top 10: 121 → 115 (-6)
15% less repeat investments, than reductions
Existing positions increased: 474 | Existing positions reduced: 555
25% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 130
83% less call options, than puts
Call options by funds: $279M | Put options by funds: $1.65B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$456M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$149M |
| 3 |
Barclays
London,
United Kingdom
|
+$149M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$140M |
| 5 |
LPL Financial
San Diego,
California
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$266M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$215M |
| 3 |
Morgan Stanley
New York
|
-$195M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
-$107M |
| 5 |
JP Morgan Chase
New York
|
-$88.2M |
TIP Hedge Fund Activity: Q2 2022 in Review
1,293 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2022, worth a combined $20.3B — down 11% from $22.7B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of TIP and 98 opened new positions — a net loss of 32 holders — while 555 trimmed existing stakes and 474 added.
The largest buyer was Envestnet Asset Management, adding an estimated $456M. The largest seller was Fidelity Investments, cutting an estimated $266M.
- 1,293 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2022, down from 1,342 in Q1 2022.
- Funds reported $20.3B of iShares TIPS Bond ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 98 funds opened new iShares TIPS Bond ETF positions in Q2 2022 and 130 closed out, a net change of -32 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $456M added.
- The largest iShares TIPS Bond ETF seller in Q2 2022 was Fidelity Investments, an estimated $266M sold.
Based on aggregated 13F filings for Q2 2022.