iShares TIPS Bond ETF
1,075 hedge funds and large institutions have $13B invested in iShares TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 279 increasing their positions, 561 reducing their positions, and 86 closing their positions.
2,182% more call options, than puts
Call options by funds: $2.76B | Put options by funds: $121M
2.46% less ownership
Funds ownership: 62.68% → 60.22% (-2.5%)
3% less funds holding
Funds holding: 1,112 → 1,075 (-37)
8% less capital invested
Capital invested by funds: $14.1B → $13B (-$1.06B)
11% less funds holding in top 10
Funds holding in top 10: 63 → 56 (-7)
27% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 86
50% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 561
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$480M |
| 2 |
BlackRock
New York
|
+$164M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
+$63.2M |
| 4 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$52.6M |
| 5 |
Goldman Sachs
New York
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$256M |
| 2 |
Morgan Stanley
New York
|
-$148M |
| 3 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$144M |
| 4 |
State Street
Boston,
Massachusetts
|
-$138M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$104M |
TIP Hedge Fund Activity: Q2 2023 in Review
1,075 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2023, worth a combined $13B — down 7.5% from $14.1B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of TIP and 63 opened new positions — a net loss of 23 holders — while 561 trimmed existing stakes and 279 added.
The largest buyer was JP Morgan Chase, adding an estimated $480M. The largest seller was UBS Group, cutting an estimated $256M.
- 1,075 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2023, down from 1,112 in Q1 2023.
- Funds reported $13B of iShares TIPS Bond ETF stock for Q2 2023, down 7.5% quarter-over-quarter.
- 63 funds opened new iShares TIPS Bond ETF positions in Q2 2023 and 86 closed out, a net change of -23 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $480M added.
- The largest iShares TIPS Bond ETF seller in Q2 2023 was UBS Group, an estimated $256M sold.
Based on aggregated 13F filings for Q2 2023.