iShares TIPS Bond ETF
527 hedge funds and large institutions have $6.89B invested in iShares TIPS Bond ETF in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 186 reducing their positions, and 46 closing their positions.
751% more call options, than puts
Call options by funds: $40.1M | Put options by funds: $4.71M
24% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 46
1% more capital invested
Capital invested by funds: $6.81B → $6.89B (+$79.5M)
1% more funds holding
Funds holding: 523 → 527 (+4)
2% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 186
2.21% less ownership
Funds ownership: 52.39% → 50.19% (-2.2%)
3% less funds holding in top 10
Funds holding in top 10: 37 → 36 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$94.9M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$86.4M |
| 3 |
Morgan Stanley
New York
|
+$83.7M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$53.2M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$85.8M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$82.9M |
| 3 |
QI
QS Investors
New York
|
-$69.6M |
| 4 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$58.4M |
| 5 |
Citigroup
New York
|
-$51.4M |
TIP Hedge Fund Activity: Q2 2015 in Review
527 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2015, worth a combined $6.89B — up 1.2% from $6.81B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new TIP positions and 46 closed out — a net gain of 11 holders — while 183 added to existing stakes and 186 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $94.9M. The largest seller was AssetMark Inc, cutting an estimated $85.8M.
- 527 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2015, up from 523 in Q1 2015.
- Funds reported $6.89B of iShares TIPS Bond ETF stock for Q2 2015, up 1.2% quarter-over-quarter.
- 57 funds opened new iShares TIPS Bond ETF positions in Q2 2015 and 46 closed out, a net change of +11 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2015 was Managed Account Advisors, an estimated $94.9M added.
- The largest iShares TIPS Bond ETF seller in Q2 2015 was AssetMark Inc, an estimated $85.8M sold.
Based on aggregated 13F filings for Q2 2015.