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iShares TIPS Bond ETF
TIP

801 hedge funds and large institutions have $13.5B invested in iShares TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 384 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $7M | Put options by funds: $3.41M

20% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 95

16% more funds holding in top 10

Funds holding in top 10: 50 → 58 (+8)

1% more funds holding

Funds holding: 791 → 801 (+10)

0.72% less ownership

Funds ownership: 63.6% → 62.88% (-0.72%)

11% less capital invested

Capital invested by funds: $15.2B → $13.5B (-$1.69B)

52% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 384

Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
17.85%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.29%
New
114
Increased
185
Reduced
384
Closed
95
Calls
$7M
Puts
$3.41M
Net Calls
+$3.59M
Net Calls Change
+$1.51M

Top Buyers

Rank Fund Capital Flow
1
ACI
AMP Capital Investors
Australia
+$114M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.6M
3
3AM
3EDGE Asset Management
Florida
+$78.2M
4
SG Americas Securities
SG Americas Securities
New York
+$29.3M
5
BOS
Bingham Osborn & Scarborough
California
+$19M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$274M
2
Bank of America
Bank of America
North Carolina
-$264M
3
Goldman Sachs
Goldman Sachs
New York
-$219M
4
CWM
Cornerstone Wealth Management
Missouri
-$194M
5
Wells Fargo
Wells Fargo
California
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
301
Ford Financial Group
California
$1.45M +$17.4K +159 +1%
LNC
302
Lincoln National Corp
Pennsylvania
$1.44M -$333K -3,049 -19%
WCM
303
Wealthcare Capital Management
Virginia
$1.44M -$68.2M -624,631 -98%
BFC
304
Blue Fin Capital
Rhode Island
$1.43M -$61.7K -565 -4%
FPCP
305
Fort Point Capital Partners
California
$1.43M -$1.88M -17,225 -57%
BFG
306
Barber Financial Group
Kansas
$1.4M -$272K -2,495 -16%
TIA
307
Tiemann Investment Advisors
California
$1.39M -$23.5K -215 -2%
IWM
308
IHT Wealth Management
Illinois
$1.38M +$216K +1,983 +19%
TFCP
309
Twin Focus Capital Partners
Massachusetts
$1.37M -$496K -4,542 -27%
BHWM
310
Bar Harbor Wealth Management
New Hampshire
$1.37M -$71.5K -655 -5%
NL
311
NWAM LLC
Washington
$1.37M -$153K -1,398 -10%
AWM
312
Avior Wealth Management
Nebraska
$1.35M +$55.1K +505 +4%
MFG
313
Magnus Financial Group
New York
$1.34M +$1.34M +12,234 New
FGC
314
Financial Gravity Companies
Texas
$1.33M +$1.31M +12,036 New
BRWA
315
B. Riley Wealth Advisors
Florida
$1.33M -$83.5K -765 -6%
DSC
316
Duncker Streett & Co
Missouri
$1.3M +$1.09K +10 +0.1%
VWA
317
VERITY Wealth Advisors
United States
$1.3M +$1.29M +11,844 New
LFAS
318
Level Four Advisory Services
Texas
$1.29M +$197K +1,805 +18%
BCA
319
Bay Colony Advisors
Massachusetts
$1.28M -$117K -1,075 -8%
NA
320
Nottingham Advisors
New York
$1.28M – – –
ACM
321
Aviance Capital Management
Florida
$1.27M -$987K -9,040 -44%
CA
322
Calton & Associates
Florida
$1.27M -$331K -3,030 -21%
SP
323
Sarasin & Partners
United Kingdom
$1.26M – – –
CC
324
Courier Capital
New York
$1.26M -$55.4K -507 -4%
WIA
325
Wealthstreet Investment Advisors
Texas
$1.26M -$148K -1,357 -11%
11 12
13
14 15

TIP Hedge Fund Activity: Q4 2018 in Review

801 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2018, worth a combined $13.5B — down 11% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new TIP positions and 95 closed out — a net gain of 19 holders — while 185 added to existing stakes and 384 trimmed.

The largest buyer was AMP Capital Investors, adding an estimated $114M. The largest seller was JP Morgan Chase, cutting an estimated $274M.

  • 801 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2018, up from 791 in Q3 2018.
  • Funds reported $13.5B of iShares TIPS Bond ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 114 funds opened new iShares TIPS Bond ETF positions in Q4 2018 and 95 closed out, a net change of +19 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2018 was AMP Capital Investors, an estimated $114M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2018.