iShares TIPS Bond ETF
801 hedge funds and large institutions have $13.5B invested in iShares TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 384 reducing their positions, and 95 closing their positions.
105% more call options, than puts
Call options by funds: $7M | Put options by funds: $3.41M
20% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 95
16% more funds holding in top 10
Funds holding in top 10: 50 → 58 (+8)
1% more funds holding
Funds holding: 791 → 801 (+10)
0.72% less ownership
Funds ownership: 63.6% → 62.88% (-0.72%)
11% less capital invested
Capital invested by funds: $15.2B → $13.5B (-$1.69B)
52% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$114M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$94.6M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$78.2M |
| 4 |
SG Americas Securities
New York
|
+$29.3M |
| 5 |
BOS
Bingham Osborn & Scarborough
San Francisco,
California
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$274M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$264M |
| 3 |
Goldman Sachs
New York
|
-$219M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$194M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$118M |
TIP Hedge Fund Activity: Q4 2018 in Review
801 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2018, worth a combined $13.5B — down 11% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new TIP positions and 95 closed out — a net gain of 19 holders — while 185 added to existing stakes and 384 trimmed.
The largest buyer was AMP Capital Investors, adding an estimated $114M. The largest seller was JP Morgan Chase, cutting an estimated $274M.
- 801 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2018, up from 791 in Q3 2018.
- Funds reported $13.5B of iShares TIPS Bond ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 114 funds opened new iShares TIPS Bond ETF positions in Q4 2018 and 95 closed out, a net change of +19 holders.
- The largest iShares TIPS Bond ETF buyer in Q4 2018 was AMP Capital Investors, an estimated $114M added.
- The largest iShares TIPS Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $274M sold.
Based on aggregated 13F filings for Q4 2018.