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iShares TIPS Bond ETF

804 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 281 increasing their positions, 327 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 61.83%61.42% (-0.41%)

1% less capital invested

Capital invested by funds: $12.7B → $12.6B (-$79.6M)

9% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 74

2% less funds holding

Funds holding: 817804 (-13)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

14% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 327

77% less call options, than puts

Call options by funds: $5.64M | Put options by funds: $24.9M

Holders
804
Holders Change
-13
Holders Change %
-1.59%
% of All Funds
17.63%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
67
Increased
281
Reduced
327
Closed
74
Calls
$5.64M
Puts
$24.9M
Net Calls
-$19.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
301
Paradigm Financial Advisors
Missouri
$1.58M +$142K +1,224 +10%
SWM
302
SeaCrest Wealth Management
New York
$1.58M -$59.4K -512 -4%
PAM
303
Palisade Asset Management
Minnesota
$1.58M -$16.3K -140 -1%
FAIM
304
Financial Advocates Investment Management
Washington
$1.57M -$13.6K -117 -0.9%
NL
305
NWAM LLC
Washington
$1.55M -$35.9K -309 -2%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$1.52M +$90.3K +778 +6%
MWPCG
307
Measured Wealth Private Client Group
New Hampshire
$1.52M -$32K -276 -2%
MFG
308
Magnus Financial Group
New York
$1.47M +$32.4K +279 +2%
Barclays
309
Barclays
United Kingdom
$1.46M -$20.6M -177,221 -93%
PCIG
310
Partners Capital Investment Group
Massachusetts
$1.45M -$12M -103,244 -89%
SS
311
Simplicity Solutions
Minnesota
$1.45M +$497K +4,280 +52%
CA
312
Cambridge Associates
Massachusetts
$1.45M +$478K +4,118 +49%
BAC
313
Boys Arnold & Co
North Carolina
$1.44M -$23.2K -200 -2%
TIA
314
Tiemann Investment Advisors
California
$1.44M -$2.9K -25 -0.2%
BFG
315
Barber Financial Group
Kansas
$1.44M +$132K +1,141 +10%
IFWM
316
Institute for Wealth Management
Colorado
$1.43M -$433K -3,732 -23%
TF
317
Trek Financial
Arizona
$1.42M -$249K -2,143 -15%
KA
318
Klingman & Associates
New York
$1.41M -$6.71M -57,814 -83%
FUBT
319
First United Bank & Trust
Maryland
$1.4M +$73.9K +637 +6%
RTS
320
Round Table Services
New Jersey
$1.37M
EWMCB
321
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.33M +$134K +1,158 +11%
CC
322
Courier Capital
New York
$1.32M -$11.6K -100 -0.9%
CWM
323
Connecticut Wealth Management
Connecticut
$1.31M -$5.11K -44 -0.4%
WS
324
Wedbush Securities
California
$1.29M +$29.4K +253 +2%
CCP
325
Cardan Capital Partners
Colorado
$1.29M +$83.6K +720 +7%

TIP Hedge Fund Activity: Q3 2019 in Review

804 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2019, worth a combined $12.6B — down 0.63% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of TIP and 67 opened new positions — a net loss of 7 holders — while 327 trimmed existing stakes and 281 added.

The largest buyer was JP Morgan Chase, adding an estimated $226M. The largest seller was Envestnet Asset Management, cutting an estimated $169M.

  • 804 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2019, down from 817 in Q2 2019.
  • Funds reported $12.6B of iShares TIPS Bond ETF stock for Q3 2019, down 0.63% quarter-over-quarter.
  • 67 funds opened new iShares TIPS Bond ETF positions in Q3 2019 and 74 closed out, a net change of -7 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $226M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2019.