iShares TIPS Bond ETF
1,103 hedge funds and large institutions have $12.1B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 225 increasing their positions, 607 reducing their positions, and 139 closing their positions.
925% more call options, than puts
Call options by funds: $347M | Put options by funds: $33.9M
14% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 139
2% more funds holding in top 10
Funds holding in top 10: 51 → 52 (+1)
0.62% more ownership
Funds ownership: 65.4% → 66.02% (+0.62%)
0% more funds holding
Funds holding: 1,101 → 1,103 (+2)
63% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 607
67% less capital inflows, than outflows
Capital inflows: $791M | Capital outflows: $2.38B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Life Insurance
Tokyo,
Japan
|
+$66.1M |
| 2 |
BlackRock
New York
|
+$65.8M |
| 3 |
3EDGE Asset Management
Naples,
Florida
|
+$61.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$38.9M |
| 5 |
Man Group
London,
United Kingdom
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$223M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$204M |
| 3 |
AssetMark Inc
Concord,
California
|
-$195M |
| 4 |
JP Morgan Chase
New York
|
-$161M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$101M |
TIP Hedge Fund Activity: Q4 2023 in Review
1,103 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2023, worth a combined $12.1B — down 8.9% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new TIP positions and 139 closed out — a net gain of 19 holders — while 225 added to existing stakes and 607 trimmed.
The largest buyer was Sumitomo Life Insurance, opening a new position worth an estimated $66.1M. The largest seller was Bank of America, cutting an estimated $223M.
- 1,103 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2023, up from 1,101 in Q3 2023.
- Funds reported $12.1B of iShares TIPS Bond ETF stock for Q4 2023, down 8.9% quarter-over-quarter.
- 158 funds opened new iShares TIPS Bond ETF positions in Q4 2023 and 139 closed out, a net change of +19 holders.
- The largest iShares TIPS Bond ETF buyer in Q4 2023 was Sumitomo Life Insurance, an estimated $66.1M added.
- The largest iShares TIPS Bond ETF seller in Q4 2023 was Bank of America, an estimated $223M sold.
Based on aggregated 13F filings for Q4 2023.