iShares TIPS Bond ETF
1,076 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, 282 increasing their positions, 558 reducing their positions, and 87 closing their positions.
2,182% more call options, than puts
Call options by funds: $2.76B | Put options by funds: $121M
2.11% less ownership
Funds ownership: 62.27% → 60.16% (-2.1%)
3% less funds holding
Funds holding: 1,114 → 1,076 (-38)
11% less funds holding in top 10
Funds holding in top 10: 63 → 56 (-7)
28% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 87
38% less capital inflows, than outflows
Capital inflows: $1.13B | Capital outflows: $1.82B
49% less repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 558
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$480M |
| 2 |
BlackRock
New York
|
+$164M |
| 3 |
ING Group
Amsterdam,
Netherlands
|
+$63.2M |
| 4 |
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 |
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
1,076 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2023, worth a combined $13B — down 8% from $14.2B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of TIP and 63 opened new positions — a net loss of 24 holders — while 558 trimmed existing stakes and 282 added.
The largest buyer was JP Morgan Chase, adding an estimated $480M. The largest seller was UBS Group, cutting an estimated $256M.
- 1,076 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2023, down from 1,114 in Q1 2023.
- Funds reported $13B of iShares TIPS Bond ETF stock for Q2 2023, down 8% quarter-over-quarter.
- 63 funds opened new iShares TIPS Bond ETF positions in Q2 2023 and 87 closed out, a net change of -24 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.