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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
OIS
276
Okabena Investment Services
Minnesota
$2.5M +$2.49M +21,449 New
CIA
277
Capital Investment Advisors
Georgia
$2.5M -$18.4K -158 -0.7%
WB
278
WesBanco Bank
West Virginia
$2.49M -$50.8K -437 -2%
AWM
279
AE Wealth Management
Kansas
$2.48M +$769K +6,615 +45%
NSIM
280
North Star Investment Management
Illinois
$2.48M +$139K +1,194 +6%
FNT
281
First National Trust
Pennsylvania
$2.47M +$586K +5,040 +31%
EWM
282
Empirical Wealth Management
Washington
$2.41M -$99.9K -859 -4%
CT
283
Caldwell Trust
Florida
$2.41M +$2.4M +20,661 New
IDBONY
284
Israel Discount Bank of New York
New York
$2.41M +$397K +3,414 +20%
EIP
285
Ellis Investment Partners
Pennsylvania
$2.37M +$52.1K +448 +2%
IAN
286
Integrated Advisors Network
Texas
$2.35M +$2.35M +20,175 New
BFA
287
Bragg Financial Advisors
North Carolina
$2.3M -$38.4K -330 -2%
FWIA
288
Fort Washington Investment Advisors
Ohio
$2.3M -$122K -1,050 -5%
TNBTD
289
Trustmark National Bank Trust Department
Mississippi
$2.3M +$2.29M +19,706 New
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$2.29M -$41.6K -358 -2%
CCM
291
Covington Capital Management
California
$2.26M -$116K -1,000 -5%
WAS
292
Wealth Advisory Solutions
Indiana
$2.25M +$2.24M +19,284 New
BRWA
293
B. Riley Wealth Advisors
Florida
$2.23M +$615K +5,294 +38%
CA
294
Continuum Advisory
Idaho
$2.19M -$153K -1,312 -7%
GC
295
Gibson Capital
Pennsylvania
$2.13M -$424K -3,650 -17%
CMP
296
Courage Miller Partners
Virginia
$2.12M +$51.7K +445 +3%
PA
297
Pinnacle Associates
New York
$2.12M -$33K -284 -2%
XF
298
XML Financial
Maryland
$2.1M +$2.03M +17,430 New
SS
299
Simplicity Solutions
Minnesota
$2.1M +$642K +5,525 +44%
BC
300
Burleson & Co
California
$2.09M -$168K -1,445 -8%
10 11
12
13 14

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.