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iShares TIPS Bond ETF
TIP

675 hedge funds and large institutions have $14.3B invested in iShares TIPS Bond ETF in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 269 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $6.18M | Put options by funds: $2.6M

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

22% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 221

13% more funds holding in top 10

Funds holding in top 10: 63 → 71 (+8)

6% more capital invested

Capital invested by funds: $13.6B → $14.3B (+$749M)

1% more funds holding

Funds holding: 667 → 675 (+8)

0.82% more ownership

Funds ownership: 60.82% → 61.63% (+0.82%)

Holders
675
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
16.83%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
1.77%
New
66
Increased
269
Reduced
221
Closed
51
Calls
$6.18M
Puts
$2.6M
Net Calls
+$3.58M
Net Calls Change
+$1.46M

Top Buyers

Rank Fund Capital Flow
1
BA
Bridgewater Associates
Connecticut
+$141M
2
SIM
Scottrade Investment Management
Missouri
+$106M
3
WIM
Windhaven Investment Management
Massachusetts
+$101M
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$94.8M
5
LPL Financial
LPL Financial
California
+$78.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$217M
2
Franklin Resources
Franklin Resources
California
-$162M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$49M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$42.3M
5
UBS Group
UBS Group
Switzerland
-$31.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
251
Holderness Investments Company
North Carolina
$2.18M -$6.86K -60 -0.3%
GT
252
Greenleaf Trust
Michigan
$2.18M +$2.19M +19,191 New
PWM
253
Perigon Wealth Management
California
$2.17M -$23.9K -209 -1%
RJT
254
Raymond James Trust
Florida
$2.14M +$22.1K +193 +1%
IDBONY
255
Israel Discount Bank of New York
New York
$2.14M +$561K +4,913 +35%
SPIA
256
Steward Partners Investment Advisory
New York
$2.14M +$1.02M +8,912 +89%
FTI
257
Fiduciary Trust International
Massachusetts
$2.1M +$2.11M +18,500 New
BJL
258
Brighton Jones LLC
Washington
$2.09M +$247K +2,165 +13%
GBT
259
Grove Bank & Trust
Florida
$2.07M -$262K -2,295 -11%
GAMC
260
Garner Asset Management Corp
Texas
$2.06M +$2.08M +18,201 New
MNA
261
Manning & Napier Advisors
New York
$2.06M – – –
Axa
262
Axa
France
$2.05M +$123K +1,080 +6%
DA
263
DSC Advisors
Illinois
$2.04M +$2.06M +18,000 New
VWM
264
Venturi Wealth Management
Texas
$2.02M +$364K +3,185 +22%
SHIM
265
Stone House Investment Management
Pennsylvania
$2M -$1.08M -9,425 -35%
BEC
266
Blue Edge Capital
Virginia
$1.96M +$80.8K +707 +4%
SFS
267
Sowell Financial Services
Arkansas
$1.93M +$113K +986 +6%
Janus Henderson Group
268
Janus Henderson Group
United Kingdom
$1.92M – – –
SC
269
Scotia Capital
Ontario, Canada
$1.87M -$424K -3,710 -18%
CAAS
270
Capital Asset Advisory Services
Michigan
$1.87M +$1.38M +12,051 +274%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$1.86M -$129K -1,133 -6%
PCMC
272
Paragon Capital Management (Colorado)
Colorado
$1.86M – – –
CFD
273
Creative Financial Designs
Indiana
$1.84M +$814K +7,121 +78%
TFCP
274
Twin Focus Capital Partners
Massachusetts
$1.84M -$57K -499 -3%
CCWA
275
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.82M +$334K +2,924 +22%
9 10
11
12 13

TIP Hedge Fund Activity: Q2 2017 in Review

675 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2017, worth a combined $14.3B — up 5.5% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TIP positions and 51 closed out — a net gain of 15 holders — while 269 added to existing stakes and 221 trimmed.

The largest buyer was Bridgewater Associates, opening a new position worth an estimated $141M. The largest seller was Bank of America, cutting an estimated $217M.

  • 675 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2017, up from 667 in Q1 2017.
  • Funds reported $14.3B of iShares TIPS Bond ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 66 funds opened new iShares TIPS Bond ETF positions in Q2 2017 and 51 closed out, a net change of +15 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2017 was Bridgewater Associates, an estimated $141M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2017 was Bank of America, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2017.