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iShares TIPS Bond ETF
TIP

926 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 57

24% more funds holding in top 10

Funds holding in top 10: 46 → 57 (+11)

15% more funds holding

Funds holding: 804 → 926 (+122)

2% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$271M)

0.28% more ownership

Funds ownership: 61.42% → 61.7% (+0.28%)

4% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 307

70% less call options, than puts

Call options by funds: $3.51M | Put options by funds: $11.6M

Holders
926
Holders Change
+122
Holders Change %
+15.17%
% of All Funds
18.25%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.12%
New
189
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$251M
2
MMI
Matson Money Inc
Ohio
+$135M
3
Morgan Stanley
Morgan Stanley
New York
+$60M
4
PWAG
Polaris Wealth Advisory Group
California
+$44.3M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$35.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$262M
2
Goldman Sachs
Goldman Sachs
New York
-$226M
3
M&T Bank
M&T Bank
New York
-$106M
4
Citigroup
Citigroup
New York
-$102M
5
CSIA
Charles Schwab Investment Advisory
California
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
251
Wedbush Securities
California
$2.87M +$1.57M +13,491 +121%
LSPW
252
Lake Street Private Wealth
Illinois
$2.87M +$150K +1,291 +6%
RIM
253
Rampart Investment Management
Connecticut
$2.87M +$2.86M +24,599 New
BAM
254
Baldrige Asset Management
Pennsylvania
$2.82M +$69.6K +599 +3%
CNB
255
Camden National Bank
Maine
$2.81M +$678K +5,835 +32%
PFA
256
Paradigm Financial Advisors
Missouri
$2.8M +$1.21M +10,423 +77%
CWG
257
Cornerstone Wealth Group
North Carolina
$2.8M +$112K +961 +4%
PFM
258
Peak Financial Management
Massachusetts
$2.79M +$104K +898 +4%
CI
259
Conning Inc
Connecticut
$2.79M – – –
IWC
260
Integrated Wealth Concepts
Massachusetts
$2.77M -$92.1K -792 -3%
FPFS
261
First Personal Financial Services
North Carolina
$2.76M +$66K +568 +2%
BCI
262
Brinker Capital Investments
Pennsylvania
$2.75M -$2.46M -21,143 -47%
SSB
263
Sandy Spring Bank
Maryland
$2.71M -$1.51K -13 -0.1%
RJT
264
Raymond James Trust
Florida
$2.7M -$176K -1,514 -6%
NWM
265
Northwest Wealth Management
Iowa
$2.69M -$386K -3,323 -13%
FCA
266
FinTrust Capital Advisors
South Carolina
$2.67M -$60.9K -524 -2%
BSA
267
Bull Street Advisors
Georgia
$2.64M +$196K +1,690 +8%
Simplex Trading
268
Simplex Trading
Illinois
$2.63M +$2.62M +22,521 New
SFSIG
269
San Francisco Sentry Investment Group
California
$2.61M +$2.45M +21,106 +1,655%
SYBT
270
Stock Yards Bank & Trust
Kentucky
$2.6M -$398K -3,425 -13%
AA
271
AlphaMark Advisors
Kentucky
$2.6M -$142K -1,225 -5%
WCWM
272
Willow Creek Wealth Management
California
$2.59M -$255K -2,196 -9%
SCA
273
Snowden Capital Advisors
New York
$2.58M -$124K -1,064 -5%
SAS
274
Stelac Advisory Services
New York
$2.56M -$35.5K -305 -1%
LNC
275
Lincoln National Corp
Pennsylvania
$2.54M +$619K +5,324 +32%
9 10
11
12 13

TIP Hedge Fund Activity: Q4 2019 in Review

926 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2019, worth a combined $12.9B — up 2.1% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new TIP positions and 57 closed out — a net gain of 132 holders — while 296 added to existing stakes and 307 trimmed.

The largest buyer was BlackRock, adding an estimated $251M. The largest seller was JP Morgan Chase, cutting an estimated $262M.

  • 926 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2019, up from 804 in Q3 2019.
  • Funds reported $12.9B of iShares TIPS Bond ETF stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 189 funds opened new iShares TIPS Bond ETF positions in Q4 2019 and 57 closed out, a net change of +132 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2019 was BlackRock, an estimated $251M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2019 was JP Morgan Chase, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2019.