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iShares TIPS Bond ETF
TIP

448 hedge funds and large institutions have $6.83B invested in iShares TIPS Bond ETF in 2013 Q2 according to their latest regulatory filings, with 448 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $4M | Put options by funds: $1.7M

48.1% more ownership

Funds ownership: 0% → 48.1% (+48%)

Holders
448
Holders Change
+448
Holders Change %
–
% of All Funds
14.62%
Holding in Top 10
54
Holding in Top 10 Change
+54
Holding in Top 10 Change %
% of All Funds
1.76%
New
448
Increased
–
Reduced
–
Closed
–
Calls
$4M
Puts
$1.7M
Net Calls
+$2.3M
Net Calls Change
+$2.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
226
Vicus Capital
Pennsylvania
$1.24M +$1.31M +11,068 New
SC
227
SouthState Corp
Florida
$1.24M +$1.31M +11,045 New
LFM
228
Lumina Fund Management
New York
$1.23M +$1.3M +10,980 New
CWM
229
Concert Wealth Management
California
$1.22M +$1.29M +10,926 New
KWMG
230
King Wealth Management Group
Florida
$1.18M +$1.24M +10,501 New
DSC
231
Duncker Streett & Co
Missouri
$1.17M +$1.23M +10,419 New
HIM
232
Harbour Investment Management
Washington
$1.16M +$1.23M +10,375 New
SYBT
233
Stock Yards Bank & Trust
Kentucky
$1.16M +$1.22M +10,323 New
WTC
234
WhitTier Trust Company
Nevada
$1.15M +$1.22M +10,270 New
AC
235
AFAM Capital
Texas
$1.13M +$1.19M +10,093 New
FFA
236
First Foundation Advisors
California
$1.11M +$1.18M +9,943 New
AWM
237
Altavista Wealth Management
North Carolina
$1.07M +$1.13M +9,549 New
SBWM
238
Sunflower Bank Wealth Management
Arizona
$1.06M +$1.12M +9,438 New
JFA
239
JNBA Financial Advisors
Minnesota
$1.05M +$1.11M +9,347 New
CDIA
240
Capital Directions Investment Advisors
Georgia
$1.02M +$1.08M +9,140 New
OC
241
Oarsman Capital
Wisconsin
$1.02M +$1.08M +9,123 New
BPB
242
Badgley, Phelps & Bell
Washington
$1.02M +$1.08M +9,094 New
VA
243
Valmark Advisers
Ohio
$1.02M +$1.08M +9,098 New
LGC
244
Laurel Grove Capital
California
$1.01M +$1.07M +9,000 New
HDIM
245
Hanson & Doremus Investment Management
Vermont
$1M +$1.06M +8,932 New
PFS
246
Prospera Financial Services
Texas
$997K +$1.05M +8,903 New
FNBT
247
FineMark National Bank & Trust
Florida
$997K +$1.05M +8,904 New
CIC
248
Cutler Investment Counsel
Oregon
$976K +$1.03M +8,712 New
SGAM
249
Steinberg Global Asset Management
Florida
$972K +$1.03M +8,681 New
GC
250
Guggenheim Capital
Illinois
$966K +$1.02M +8,620 New
8 9
10
11 12

TIP Hedge Fund Activity: Q2 2013 in Review

448 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2013, worth a combined $6.83B.

Buyers outnumbered sellers: 448 funds opened new TIP positions and 0 closed out — a net gain of 448 holders — while 0 added to existing stakes and 0 trimmed.

  • 448 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $6.83B of iShares TIPS Bond ETF stock for Q2 2013.
  • 448 funds opened new iShares TIPS Bond ETF positions in Q2 2013 and 0 closed out, a net change of +448 holders.

Based on aggregated 13F filings for Q2 2013.