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iShares TIPS Bond ETF
TIP

794 hedge funds and large institutions have $15.6B invested in iShares TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 342 increasing their positions, 242 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 242

35% more call options, than puts

Call options by funds: $6.24M | Put options by funds: $4.62M

25% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 72

1% more funds holding

Funds holding: 785 → 794 (+9)

1% more capital invested

Capital invested by funds: $15.4B → $15.6B (+$188M)

0.77% less ownership

Funds ownership: 64.11% → 63.34% (-0.77%)

21% less funds holding in top 10

Funds holding in top 10: 71 → 56 (-15)

Holders
794
Holders Change
+9
Holders Change %
+1.15%
% of All Funds
18.2%
Holding in Top 10
56
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-21.13%
% of All Funds
1.28%
New
90
Increased
342
Reduced
242
Closed
72
Calls
$6.24M
Puts
$4.62M
Net Calls
+$1.62M
Net Calls Change
-$2.68M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$403M
2
Goldman Sachs
Goldman Sachs
New York
+$110M
3
Bank of America
Bank of America
North Carolina
+$107M
4
BlackRock
BlackRock
New York
+$91.7M
5
Morgan Stanley
Morgan Stanley
New York
+$80M

Top Sellers

Rank Fund Capital Flow
1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$251M
2
Citigroup
Citigroup
New York
-$163M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$93.2M
4
BA
Bridgewater Associates
Connecticut
-$92.3M
5
MIH
Madison Investment Holdings
Wisconsin
-$50.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
226
BOK Financial
Oklahoma
$3.25M +$52.2K +464 +2%
HCM
227
Hollencrest Capital Management
California
$3.24M +$5.18K +46 +0.2%
Neuberger Berman Group
228
Neuberger Berman Group
New York
$3.24M +$345K +3,062 +12%
FPFS
229
First Personal Financial Services
North Carolina
$3.23M +$733K +6,508 +30%
IA
230
IFP Advisors
Florida
$3.2M – – –
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$3.2M +$3.18M +28,290 New
GC
232
Gilbert & Cook
Iowa
$3.17M -$2.53M -22,453 -44%
BFEC
233
Benjamin F. Edwards & Company
Missouri
$3.16M +$45.7K +406 +1%
Mariner
234
Mariner
Kansas
$3.13M +$267K +2,368 +9%
SAM
235
SignalPoint Asset Management
Missouri
$3.05M +$63.9K +568 +2%
APA
236
American Portfolios Advisors
New York
$2.99M +$282K +2,505 +10%
Barclays
237
Barclays
United Kingdom
$2.98M +$488K +4,336 +20%
EWM
238
Empirical Wealth Management
Washington
$2.97M -$167K -1,485 -5%
AI
239
Atria Investments
North Carolina
$2.96M -$540K -4,800 -15%
WF
240
WoodTrust Financial
Wisconsin
$2.88M +$29.8K +265 +1%
SSB
241
Sandy Spring Bank
Maryland
$2.87M -$28K -249 -1%
SGAM
242
Steinberg Global Asset Management
Florida
$2.82M -$11.3M -100,335 -80%
BC
243
Bartlett & Co
Ohio
$2.8M +$2.13M +18,880 +322%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$2.8M +$2.79M +24,748 New
JIC
245
Johnson Investment Counsel
Ohio
$2.79M +$633K +5,621 +30%
IFS
246
Ifrah Financial Services
Arkansas
$2.77M +$37.8K +336 +1%
FAIM
247
Financial Advocates Investment Management
Washington
$2.76M +$121K +1,074 +5%
Axa
248
Axa
France
$2.74M +$49.5K +440 +2%
CIA
249
Capital Investment Advisors
Georgia
$2.73M +$52.2K +464 +2%
BFA
250
Bragg Financial Advisors
North Carolina
$2.71M -$25.9K -230 -1%
8 9
10
11 12

TIP Hedge Fund Activity: Q1 2018 in Review

794 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2018, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TIP positions and 72 closed out — a net gain of 18 holders — while 342 added to existing stakes and 242 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $403M. The largest seller was Commonwealth of Pennsylvania Public School Employees Retirement System, cutting an estimated $251M.

  • 794 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2018, up from 785 in Q4 2017.
  • Funds reported $15.6B of iShares TIPS Bond ETF stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 90 funds opened new iShares TIPS Bond ETF positions in Q1 2018 and 72 closed out, a net change of +18 holders.
  • The largest iShares TIPS Bond ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $403M added.
  • The largest iShares TIPS Bond ETF seller in Q1 2018 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2018.