iShares TIPS Bond ETF
1,101 hedge funds and large institutions have $13.3B invested in iShares TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 329 increasing their positions, 491 reducing their positions, and 95 closing their positions.
2,358% more call options, than puts
Call options by funds: $366M | Put options by funds: $14.9M
80% more capital inflows, than outflows
Capital inflows: $2.22B | Capital outflows: $1.24B
38% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 95
5.24% more ownership
Funds ownership: 60.16% → 65.4% (+5.2%)
2% more funds holding
Funds holding: 1,076 → 1,101 (+25)
9% less funds holding in top 10
Funds holding in top 10: 56 → 51 (-5)
33% less repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 491
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$342M |
| 2 |
Rock Creek Group
Washington,
District of Columbia
|
+$278M |
| 3 |
BlackRock
New York
|
+$221M |
| 4 |
AssetMark Inc
Concord,
California
|
+$211M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$413M |
| 2 |
Morgan Stanley
New York
|
-$110M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$36.7M |
| 4 |
Goldman Sachs
New York
|
-$34.1M |
| 5 |
Evoke Wealth
Los Angeles,
California
|
-$32.8M |
TIP Hedge Fund Activity: Q3 2023 in Review
1,101 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2023, worth a combined $13.3B — up 1.8% from $13B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new TIP positions and 95 closed out — a net gain of 36 holders — while 329 added to existing stakes and 491 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $342M. The largest seller was Fidelity Investments, cutting an estimated $413M.
- 1,101 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2023, up from 1,076 in Q2 2023.
- Funds reported $13.3B of iShares TIPS Bond ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
- 131 funds opened new iShares TIPS Bond ETF positions in Q3 2023 and 95 closed out, a net change of +36 holders.
- The largest iShares TIPS Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $342M added.
- The largest iShares TIPS Bond ETF seller in Q3 2023 was Fidelity Investments, an estimated $413M sold.
Based on aggregated 13F filings for Q3 2023.