We are live on ! Find out more
TIP icon

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
MLM
326
Mount Lucas Management
Pennsylvania
$1.28M -$65.8K -567 -5%
OIA
327
OneDigital Investment Advisors
Kansas
$1.27M -$680K -5,856 -35%
FFG
328
Ford Financial Group
California
$1.25M -$546K -4,701 -30%
AWM
329
Altavista Wealth Management
North Carolina
$1.25M +$174K +1,500 +16%
VWA
330
VERITY Wealth Advisors
United States
$1.24M +$7.66K +66 +0.6%
EVM
331
Eaton Vance Management
Massachusetts
$1.24M +$4.53K +39 +0.4%
EPA
332
Element Pointe Advisors
Florida
$1.23M -$52.2K -450 -4%
SP
333
Sarasin & Partners
United Kingdom
$1.22M -$81.3K -700 -6%
CAN
334
Claraphi Advisory Network
United States
$1.2M -$69K -594 -5%
WA
335
WealthTrust Axiom
Pennsylvania
$1.2M -$11.6K -100 -1%
BFC
336
Blue Fin Capital
Rhode Island
$1.19M -$132K -1,137 -10%
FA
337
Fagan Associates
New York
$1.19M -$11.6K -100 -1%
DSC
338
Duncker Streett & Co
Missouri
$1.19M +$1.97K +17 +0.2%
PIMG
339
Patriot Investment Management Group
Tennessee
$1.19M +$24K +207 +2%
TFCP
340
Twin Focus Capital Partners
Massachusetts
$1.18M -$34K -293 -3%
WWM
341
Western Wealth Management
Colorado
$1.17M -$22.6M -195,017 -95%
BHWM
342
Bar Harbor Wealth Management
New Hampshire
$1.14M -$17.9K -154 -2%
PHIMC
343
Private Harbour Investment Management & Counsel
Ohio
$1.12M -$5.8K -50 -0.5%
LFAS
344
Level Four Advisory Services
Texas
$1.12M +$6.96K +60 +0.6%
NB
345
Nicolet Bankshares
Wisconsin
$1.11M +$86K +741 +8%
RA
346
RFG Advisory
Alabama
$1.11M +$180K +1,549 +19%
SC
347
Savant Capital
Illinois
$1.11M +$44.2K +381 +4%
HWA
348
Hillcrest Wealth Advisors
New Jersey
$1.11M +$427K +3,675 +63%
AC
349
Addison Capital
Pennsylvania
$1.1M -$1.16K -10 -0.1%
CCA
350
Cobblestone Capital Advisors
New York
$1.1M -$4.47M -38,497 -80%

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.