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iShares TIPS Bond ETF
TIP

959 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 394 increasing their positions, 259 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $980M | Put options by funds: $212M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

52% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 259

11% more funds holding in top 10

Funds holding in top 10: 70 → 78 (+8)

11% more capital invested

Capital invested by funds: $13.4B → $14.9B (+$1.5B)

4% more funds holding

Funds holding: 921 → 959 (+38)

2.72% less ownership

Funds ownership: 64.59% → 61.87% (-2.7%)

Holders
959
Holders Change
+38
Holders Change %
+4.13%
% of All Funds
19.35%
Holding in Top 10
78
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.43%
% of All Funds
1.57%
New
112
Increased
394
Reduced
259
Closed
60
Calls
$980M
Puts
$212M
Net Calls
+$769M
Net Calls Change
+$760M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$207M
2
Jane Street
Jane Street
New York
+$161M
3
JP Morgan Chase
JP Morgan Chase
New York
+$161M
4
Morgan Stanley
Morgan Stanley
New York
+$143M
5
BlackRock
BlackRock
New York
+$109M

Top Sellers

1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$411M
2
HT
HAP Trading
New York
-$36.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$35.3M
4
ACI
AMP Capital Investors
Australia
-$34.5M
5
IG
ING Group
Netherlands
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
276
Verity Asset Management
North Carolina
$3.29M +$3.26M +25,969 New
SWM
277
SigFig Wealth Management
California
$3.27M +$143K +1,137 +5%
ATPW
278
Ashton Thomas Private Wealth
Arizona
$3.24M +$1.02M +8,125 +46%
SMM
279
Stadion Money Management
Georgia
$3.24M +$41.2K +328 +1%
HMS
280
Hanseatic Management Services
New Mexico
$3.23M +$3.2M +25,511 New
VFA
281
Voya Financial Advisors
Connecticut
$3.22M -$274K -2,178 -8%
SB
282
Simmons Bank
Arkansas
$3.2M +$1.32M +10,543 +71%
NFG
283
Next Financial Group
Texas
$3.15M +$220K +1,748 +8%
LPT
284
Legacy Private Trust
Wisconsin
$3.12M +$3.1M +24,685 New
SGK
285
Steigerwald Gordon & Koch
Virginia
$3.12M -$6.28K -50 -0.2%
PI
286
Parkside Investments
Illinois
$3.11M +$358K +2,850 +13%
IFS
287
Ifrah Financial Services
Arkansas
$3.1M -$26.4K -210 -0.8%
CI
288
Conning Inc
Connecticut
$3.06M – – –
GPA
289
Guidance Point Advisors
Massachusetts
$3.05M +$703K +5,593 +30%
BAM
290
Baldrige Asset Management
Pennsylvania
$3.02M +$48.5K +386 +2%
BFC
291
Blue Fin Capital
Rhode Island
$2.89M +$620K +4,939 +28%
CAG
292
Csenge Advisory Group
Florida
$2.83M +$2.83M +22,531 New
PP
293
Professional Planning
California
$2.83M +$2.6M +20,680 +1,235%
COI
294
Connable Office Inc
Michigan
$2.83M -$3.78M -30,098 -57%
CA
295
Calton & Associates
Florida
$2.82M -$119K -946 -4%
MCM
296
Makena Capital Management
California
$2.73M -$113K -903 -4%
EIP
297
Ellis Investment Partners
Pennsylvania
$2.72M +$3.27K +26 +0.1%
AA
298
AlphaMark Advisors
Kentucky
$2.71M +$27.6K +220 +1%
AIA
299
Arrow Investment Advisors
Maryland
$2.69M -$308K -2,454 -10%
CIA
300
Capital Investment Advisors
Georgia
$2.66M +$15.2K +121 +0.6%
10 11
12
13 14

TIP Hedge Fund Activity: Q3 2020 in Review

959 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2020, worth a combined $14.9B — up 11% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new TIP positions and 60 closed out — a net gain of 52 holders — while 394 added to existing stakes and 259 trimmed.

The largest buyer was Bank of America, adding an estimated $207M. The largest seller was Commonwealth of Pennsylvania Public School Employees Retirement System, exiting entirely with an estimated $411M sold.

  • 959 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2020, up from 921 in Q2 2020.
  • Funds reported $14.9B of iShares TIPS Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 112 funds opened new iShares TIPS Bond ETF positions in Q3 2020 and 60 closed out, a net change of +52 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2020 was Bank of America, an estimated $207M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2020 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2020.