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iShares TIPS Bond ETF

508 hedge funds and large institutions have $6.87B invested in iShares TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 130 increasing their positions, 205 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $6.11B → $6.87B (+$763M)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

8% more funds holding

Funds holding: 470508 (+38)

1.3% more ownership

Funds ownership: 48.34%49.63% (+1.3%)

37% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 205

74% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $5.51M

Holders
508
Holders Change
+38
Holders Change %
+8.09%
% of All Funds
13.55%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
1.04%
New
86
Increased
130
Reduced
205
Closed
41
Calls
$1.45M
Puts
$5.51M
Net Calls
-$4.07M
Net Calls Change
+$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Granite Investment Advisors
New Hampshire
$1.22M +$11.9K +105 +1%
SFT
227
Simmons First Trust
Arkansas
$1.19M +$1.2M +10,653 New
VFA
228
Virtus Fund Advisers
Connecticut
$1.19M -$46.6K -413 -4%
BAC
229
Boys Arnold & Co
North Carolina
$1.19M -$113K -1,000 -9%
DA
230
DSC Advisors
Illinois
$1.18M +$802K +7,100 +209%
CC
231
Courier Capital
New York
$1.17M -$565 -5 -0%
SIM
232
Strategic Income Management
Washington
$1.16M +$1.17M +10,364 New
ABC
233
Associated Banc-Corp
Wisconsin
$1.15M
VCP
234
Vista Capital Partners
Oregon
$1.14M -$279K -2,475 -20%
B
235
Baird
Wisconsin
$1.13M -$591K -5,235 -34%
BC
236
Brinker Capital
Pennsylvania
$1.12M +$276K +2,443 +32%
LFM
237
Lumina Fund Management
New York
$1.12M
Mirae Asset Global Investments
238
Mirae Asset Global Investments
South Korea
$1.12M
SWM
239
Segment Wealth Management
Texas
$1.12M -$118K -1,049 -10%
Citadel Advisors
240
Citadel Advisors
Florida
$1.11M -$976K -8,646 -46%
WCA
241
Westover Capital Advisors
Delaware
$1.11M -$22K -195 -2%
TIA
242
Tiemann Investment Advisors
California
$1.09M -$33.9K -300 -3%
AT
243
Acadia Trust
Maine
$1.08M -$16.9K -150 -2%
GIP
244
Greatmark Investment Partners
Georgia
$1.05M -$56.5K -500 -5%
FFBTD
245
First Financial Bank - Trust Division
Ohio
$1.01M -$7.68K -68 -0.7%
WTC
246
WhitTier Trust Company
Nevada
$976K
BIM
247
Baldwin Investment Management
Pennsylvania
$974K
OAM
248
Occidental Asset Management
California
$966K -$3.27K -29 -0.3%
JFG
249
JMG Financial Group
Illinois
$957K -$35.5K -314 -4%
BWAM
250
Boyd Watterson Asset Management
Ohio
$946K

TIP Hedge Fund Activity: Q4 2014 in Review

508 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2014, worth a combined $6.87B — up 12% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new TIP positions and 41 closed out — a net gain of 45 holders — while 130 added to existing stakes and 205 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $112M. The largest seller was QS Investors, cutting an estimated $99.3M.

  • 508 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2014, up from 470 in Q3 2014.
  • Funds reported $6.87B of iShares TIPS Bond ETF stock for Q4 2014, up 12% quarter-over-quarter.
  • 86 funds opened new iShares TIPS Bond ETF positions in Q4 2014 and 41 closed out, a net change of +45 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $112M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2014 was QS Investors, an estimated $99.3M sold.

Based on aggregated 13F filings for Q4 2014.