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iShares TIPS Bond ETF
TIP

448 hedge funds and large institutions have $6.83B invested in iShares TIPS Bond ETF in 2013 Q2 according to their latest regulatory filings, with 448 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $4M | Put options by funds: $1.7M

48.1% more ownership

Funds ownership: 0% → 48.1% (+48%)

Holders
448
Holders Change
+448
Holders Change %
–
% of All Funds
14.62%
Holding in Top 10
54
Holding in Top 10 Change
+54
Holding in Top 10 Change %
% of All Funds
1.76%
New
448
Increased
–
Reduced
–
Closed
–
Calls
$4M
Puts
$1.7M
Net Calls
+$2.3M
Net Calls Change
+$2.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
G
326
GlobalBridge
Minnesota
$428K +$452K +3,818 New
BWFA
327
Baltimore-Washington Financial Advisors
Maryland
$426K +$450K +3,806 New
TF
328
Tompkins Financial
New York
$420K +$444K +3,750 New
TT
329
Tower Trust
Indiana
$415K +$439K +3,712 New
HTC
330
Haverford Trust Company
Pennsylvania
$414K +$438K +3,701 New
BOK
331
Bank of Kentucky
Kentucky
$407K +$430K +3,635 New
CBB
332
Citizens Business Bank
California
$403K +$426K +3,600 New
RMDI
333
R.M. Davis Inc
Maine
$403K +$426K +3,600 New
RACM
334
R & A Capital Management
New Hampshire
$399K +$421K +3,560 New
SNT
335
Security National Trust
West Virginia
$387K +$408K +3,450 New
AWMS
336
Advocacy Wealth Management Services
Georgia
$381K +$403K +3,405 New
AIA
337
Arbor Investment Advisors
North Carolina
$375K +$396K +3,345 New
JIC
338
Johnson Investment Counsel
Ohio
$374K +$395K +3,339 New
RGC
339
Roberts, Glore & Co
Illinois
$371K +$392K +3,316 New
Lazard Asset Management
340
Lazard Asset Management
New York
$369K – – –
SKK
341
Shepherd Kaplan Krochuk
Massachusetts
$345K +$364K +3,078 New
MFBTD
342
MB Financial Bank - Trust Department
Illinois
$344K +$363K +3,067 New
CP
343
Cumberland Partners
Ontario, Canada
$336K +$355K +3,000 New
WT
344
Whittier Trust
California
$328K +$347K +2,935 New
ST
345
Spinnaker Trust
Maine
$324K +$343K +2,896 New
MBT
346
Montecito Bank & Trust
California
$323K +$341K +2,885 New
LBC
347
Lawrence B. Cohen
$320K +$338K +2,860 New
CNB
348
City National Bank
California
$310K +$327K +2,767 New
Two Sigma Advisers
349
Two Sigma Advisers
New York
$305K +$322K +2,720 New
BWP
350
BSW Wealth Partners
Colorado
$303K +$320K +2,702 New
12 13
14
15 16

TIP Hedge Fund Activity: Q2 2013 in Review

448 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2013, worth a combined $6.83B.

Buyers outnumbered sellers: 448 funds opened new TIP positions and 0 closed out — a net gain of 448 holders — while 0 added to existing stakes and 0 trimmed.

  • 448 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $6.83B of iShares TIPS Bond ETF stock for Q2 2013.
  • 448 funds opened new iShares TIPS Bond ETF positions in Q2 2013 and 0 closed out, a net change of +448 holders.

Based on aggregated 13F filings for Q2 2013.