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ITIP

ISHARES TR INTL INFLATION LKD BD ETF

Delisted

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

26 hedge funds and large institutions have $44.5M invested in ISHARES TR INTL INFLATION LKD BD ETF in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more capital invested

Capital invested by funds: $17.6M → $44.5M (+$26.9M)

10% less funds holding

Funds holding: 2926 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$29.1M +$29.9M +692,956 New
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$4.2M
Jane Street
3
Jane Street
New York
$2.7M +$2.77M +64,262 New
PFA
4
Pure Financial Advisors
California
$1.35M +$1.11M +25,746 +402%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.16M -$127K -2,942 -10%
MAS
6
Madden Advisory Services
Florida
$1.07M -$108K -2,506 -9%
Goldman Sachs
7
Goldman Sachs
New York
$995K -$73.2K -1,697 -7%
BCM
8
Bluefin Capital Management
New York
$816K -$244K -5,651 -23%
RGC
9
Roberts, Glore & Co
Illinois
$610K +$3.23K +75 +0.5%
UBS Group
10
UBS Group
Switzerland
$502K -$160K -3,710 -24%
Bank of America
11
Bank of America
North Carolina
$497K -$179K -4,154 -26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$358K -$2.28M -52,833 -86%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$222K +$227K +5,272 New
LPL Financial
14
LPL Financial
California
$220K -$54.8K -1,272 -20%
RG
15
Rathbones Group
United Kingdom
$209K +$17.2K +400 +9%
Morgan Stanley
16
Morgan Stanley
New York
$187K -$45.7K -1,061 -19%
Wells Fargo
17
Wells Fargo
California
$109K -$1.4M -32,450 -93%
GC
18
Guggenheim Capital
Illinois
$81K +$83.5K +1,938 New
GWM
19
Gupta Wealth Management
California
$42K +$42.9K +996 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$20K +$905 +21 +5%
MFS
21
MSI Financial Services
Massachusetts
$11K
GWA
22
Genesis Wealth Advisors
Massachusetts
$4.7K +$474 +11 +11%
TRCT
23
Tower Research Capital (TRC)
New York
$2K -$15.9K -368 -87%
WA
24
WFG Advisors
Texas
$2K -$43 -1 -3%
TFA
25
Transamerica Financial Advisors
Florida
$1K

ITIP Hedge Fund Activity: Q1 2015 in Review

26 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ISHARES TR INTL INFLATION LKD BD ETF (ITIP) for Q1 2015, worth a combined $44.5M — up 152% from $17.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ITIP and 5 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $29.9M. The largest seller was Royal Bank of Canada, cutting an estimated $2.28M.

  • 26 institutional investors held ISHARES TR INTL INFLATION LKD BD ETF (ITIP) as of Q1 2015, down from 29 in Q4 2014.
  • Funds reported $44.5M of ISHARES TR INTL INFLATION LKD BD ETF stock for Q1 2015, up 152% quarter-over-quarter.
  • 5 funds opened new ISHARES TR INTL INFLATION LKD BD ETF positions in Q1 2015 and 7 closed out, a net change of -2 holders.
  • The largest ISHARES TR INTL INFLATION LKD BD ETF buyer in Q1 2015 was Janney Capital Management, an estimated $29.9M added.
  • The largest ISHARES TR INTL INFLATION LKD BD ETF seller in Q1 2015 was Royal Bank of Canada, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2015.