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iShares TIPS Bond ETF
TIP

785 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 292 increasing their positions, 241 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 40

115% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $3.74M

21% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 241

14% more funds holding

Funds holding: 686 → 785 (+99)

3% more capital invested

Capital invested by funds: $14.9B → $15.4B (+$482M)

0.06% more ownership

Funds ownership: 64.05% → 64.11% (+0.06%)

5% less funds holding in top 10

Funds holding in top 10: 75 → 71 (-4)

Holders
785
Holders Change
+99
Holders Change %
+14.43%
% of All Funds
17.8%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.61%
New
146
Increased
292
Reduced
241
Closed
40
Calls
$8.04M
Puts
$3.74M
Net Calls
+$4.3M
Net Calls Change
+$2.08M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$195M
2
ACI
AMP Capital Investors
Australia
+$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.6M
4
TF
TIAA FSB
Florida
+$77M
5
Bank of America
Bank of America
North Carolina
+$67.8M

Top Sellers

Rank Fund Capital Flow
1
QI
QS Investors
New York
-$173M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$102M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.5M
4
WIM
Windhaven Investment Management
Massachusetts
-$73.1M
5
PFA
Pure Financial Advisors
California
-$57.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
276
Global Endowment Management
North Carolina
$2.28M – – –
PA
277
Pinnacle Associates
New York
$2.28M -$1.14K -10 -0.1%
FPS
278
Fieldpoint Private Securities
Connecticut
$2.28M -$205K -1,804 -8%
PVH
279
Psagot Value Holdings
Israel
$2.27M -$341 -3 -0%
SS
280
Simplicity Solutions
Minnesota
$2.26M +$2.25M +19,797 New
FHB
281
First Hawaiian Bank
Hawaii
$2.25M -$321K -2,826 -13%
JIC
282
Johnson Investment Counsel
Ohio
$2.17M -$237K -2,082 -10%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$2.14M +$390K +3,430 +22%
BJL
284
Brighton Jones LLC
Washington
$2.13M -$82.1K -722 -4%
AFP
285
Ausdal Financial Partners
Iowa
$2.13M +$324K +2,848 +18%
RJT
286
Raymond James Trust
Florida
$2.11M -$682 -6 -0%
GAMC
287
Garner Asset Management Corp
Texas
$2.09M +$66.8K +587 +3%
SPIA
288
Steward Partners Investment Advisory
New York
$2.08M -$180K -1,583 -8%
FGC
289
Financial Gravity Companies
Texas
$2.08M +$2.09M +18,345 New
AHSSHC
290
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.06M -$102M -894,190 -98%
JFG
291
JMG Financial Group
Illinois
$2.03M +$2.02M +17,780 New
TFCP
292
Twin Focus Capital Partners
Massachusetts
$2M +$125K +1,103 +7%
NFG
293
Nations Financial Group
Iowa
$1.98M +$78.5K +690 +4%
PP
294
Prudential plc
United Kingdom
$1.92M +$114K +1,000 +6%
TD Asset Management
295
TD Asset Management
Ontario, Canada
$1.9M +$268K +2,357 +18%
PWG
296
Private Wealth Group
Florida
$1.9M +$1.89M +16,655 New
ONB
297
Old National Bancorp
Indiana
$1.89M -$29.7K -261 -2%
FHC
298
First Heartland Consultants
Missouri
$1.88M +$65.4K +575 +4%
HDIM
299
Hanson & Doremus Investment Management
Vermont
$1.88M +$259K +2,281 +16%
PCMC
300
Paragon Capital Management (Colorado)
Colorado
$1.88M – – –
10 11
12
13 14

TIP Hedge Fund Activity: Q4 2017 in Review

785 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2017, worth a combined $15.4B — up 3.2% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new TIP positions and 40 closed out — a net gain of 106 holders — while 292 added to existing stakes and 241 trimmed.

The largest buyer was Citigroup, adding an estimated $195M. The largest seller was QS Investors, cutting an estimated $173M.

  • 785 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2017, up from 686 in Q3 2017.
  • Funds reported $15.4B of iShares TIPS Bond ETF stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 146 funds opened new iShares TIPS Bond ETF positions in Q4 2017 and 40 closed out, a net change of +106 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2017 was Citigroup, an estimated $195M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2017 was QS Investors, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2017.