We are live on ! Find out more
ITIP

ISHARES TR INTL INFLATION LKD BD ETF

Delisted

ITIP was delisted on the 23rd of August, 2016.

20 hedge funds and large institutions have $49.2M invested in ISHARES TR INTL INFLATION LKD BD ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

15% more capital invested

Capital invested by funds: $42.6M → $49.2M (+$6.56M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5% less funds holding

Funds holding: 2120 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
9
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TTSTC
1
Texas Treasury Safekeeping Trust Company
Texas
$29.6M
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$4.93M +$4.83M +100,000 New
BAAM
3
Baker Avenue Asset Management
California
$3.97M +$3.89M +80,530 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.62M +$1.74M +35,919 +209%
MAS
5
Madden Advisory Services
Florida
$1.78M +$530K +10,965 +43%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.63M +$108K +2,233 +7%
Jane Street
7
Jane Street
New York
$1.49M +$231K +4,769 +19%
Bank of America
8
Bank of America
North Carolina
$1.07M +$8.41K +174 +0.8%
PI
9
Placemark Investments
Illinois
$776K +$172K +3,564 +29%
RGC
10
Roberts, Glore & Co
Illinois
$435K
LPL Financial
11
LPL Financial
California
$290K
U
12
UBS
Switzerland
$252K +$20.9K +433 +9%
Morgan Stanley
13
Morgan Stanley
New York
$186K +$24.8K +512 +16%
Ameriprise
14
Ameriprise
Minnesota
$78K +$76.2K +1,577 New
Wells Fargo
15
Wells Fargo
California
$56K -$1.27M -26,282 -96%
OIA
16
Optimum Investment Advisors
Illinois
$20K
WA
17
WFG Advisors
Texas
$13K +$4.83K +100 +59%
MFS
18
MSI Financial Services
Massachusetts
$12K -$4.83K -100 -29%
Citigroup
19
Citigroup
New York
$4K
TFA
20
Transamerica Financial Advisors
Florida
$1K -$151K -3,130 -99%
BCM
21
Bluefin Capital Management
New York
-$700K -15,539 Closed
SF
22
Synovus Financial
Georgia
-$14K -300 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$7K -152 Closed

ITIP Hedge Fund Activity: Q2 2014 in Review

20 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in ISHARES TR INTL INFLATION LKD BD ETF (ITIP) for Q2 2014, worth a combined $49.2M — up 15% from $42.6M a quarter earlier.

Fund positioning in ITIP was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $4.83M. The largest seller was Wells Fargo, cutting an estimated $1.27M.

  • 20 institutional investors held ISHARES TR INTL INFLATION LKD BD ETF (ITIP) as of Q2 2014, down from 21 in Q1 2014.
  • Funds reported $49.2M of ISHARES TR INTL INFLATION LKD BD ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 3 funds opened new ISHARES TR INTL INFLATION LKD BD ETF positions in Q2 2014 and 3 closed out, a net change of 0 holders.
  • The largest ISHARES TR INTL INFLATION LKD BD ETF buyer in Q2 2014 was State of New Jersey Common Pension Fund D, an estimated $4.83M added.
  • The largest ISHARES TR INTL INFLATION LKD BD ETF seller in Q2 2014 was Wells Fargo, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2014.