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ITIP

ISHARES TR INTL INFLATION LKD BD ETF

Delisted

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

22 hedge funds and large institutions have $9.41M invested in ISHARES TR INTL INFLATION LKD BD ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 2622 (-4)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less capital invested

Capital invested by funds: $18.9M → $9.41M (-$9.5M)

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Bluefin Capital Management
New York
$1.79M -$875K -21,588 -32%
Jane Street
2
Jane Street
New York
$1.46M -$2.08M -51,331 -58%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.07M +$953K +23,525 +654%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$930K -$55.3K -1,366 -5%
MAS
5
Madden Advisory Services
Florida
$928K -$16.2K -401 -2%
Goldman Sachs
6
Goldman Sachs
New York
$919K
RGC
7
Roberts, Glore & Co
Illinois
$562K
Morgan Stanley
8
Morgan Stanley
New York
$516K +$99.3K +2,451 +23%
UBS Group
9
UBS Group
Switzerland
$378K -$55.9K -1,379 -13%
Bank of America
10
Bank of America
North Carolina
$248K -$164K -4,039 -39%
GC
11
Guggenheim Capital
Illinois
$232K +$7.54K +186 +3%
Wells Fargo
12
Wells Fargo
California
$217K +$10.5K +260 +5%
BCI
13
Brinker Capital Investments
Pennsylvania
$45K
GWM
14
Gupta Wealth Management
California
$39K
DADC
15
D.A. Davidson & Co
Montana
$31K +$32.3K +798 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$26K +$6.08K +150 +29%
MFS
17
MSI Financial Services
Massachusetts
$10K
CCS
18
Crosspoint Capital Strategies
California
$7K +$7.5K +185 New
WA
19
WFG Advisors
Texas
$1K
TFA
20
Transamerica Financial Advisors
Florida
$1K +$41 +1 New
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
-$4.21M -100,000 Closed
LPL Financial
22
LPL Financial
California
-$1.59M -38,072 Closed
PFA
23
Pure Financial Advisors
California
-$304K -7,212 Closed
RG
24
Rathbones Group
United Kingdom
-$227K -5,391 Closed
LS
25
Lattice Strategies
Pennsylvania
-$225K -5,345 Closed

ITIP Hedge Fund Activity: Q3 2015 in Review

22 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ISHARES TR INTL INFLATION LKD BD ETF (ITIP) for Q3 2015, worth a combined $9.41M — down 50% from $18.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ITIP and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Royal Bank of Canada, adding an estimated $953K. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $4.21M sold.

  • 22 institutional investors held ISHARES TR INTL INFLATION LKD BD ETF (ITIP) as of Q3 2015, down from 26 in Q2 2015.
  • Funds reported $9.41M of ISHARES TR INTL INFLATION LKD BD ETF stock for Q3 2015, down 50% quarter-over-quarter.
  • 3 funds opened new ISHARES TR INTL INFLATION LKD BD ETF positions in Q3 2015 and 5 closed out, a net change of -2 holders.
  • The largest ISHARES TR INTL INFLATION LKD BD ETF buyer in Q3 2015 was Royal Bank of Canada, an estimated $953K added.
  • The largest ISHARES TR INTL INFLATION LKD BD ETF seller in Q3 2015 was State of New Jersey Common Pension Fund D, an estimated $4.21M sold.

Based on aggregated 13F filings for Q3 2015.