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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
AA
351
Ancora Advisors
Ohio
$303K +$321K +2,709 New
ICM
352
IMS Capital Management
Oregon
$296K +$313K +2,642 New
HF
353
Hoxton Financial
West Virginia
$296K +$313K +2,646 New
WA
354
WealthTrust Axiom
Pennsylvania
$291K +$308K +2,602 New
WB
355
WesBanco Bank
West Virginia
$289K +$305K +2,578 New
LIM
356
Leavell Investment Management
Alabama
$288K +$304K +2,570 New
NB
357
NBT Bank
New York
$284K +$299K +2,530 New
WSCM
358
Wellington Shields Capital Management
New York
$280K +$296K +2,500 New
HCA
359
Harbour Capital Advisors
Virginia
$276K +$291K +2,460 New
WF
360
Welch & Forbes
Massachusetts
$274K +$290K +2,450 New
PTC
361
Philadelphia Trust Company
Pennsylvania
$264K +$279K +2,355 New
HCM
362
Howland Capital Management
Massachusetts
$264K +$279K +2,360 New
SF
363
Synovus Financial
Georgia
$260K +$276K +2,330 New
CAM
364
Cypress Asset Management
Texas
$258K +$272K +2,300 New
MCM
365
Maple Capital Management
Vermont
$257K +$272K +2,296 New
IWC
366
Integrated Wealth Counsel
California
$256K +$270K +2,285 New
AL
367
Aspiriant LLC
California
$250K +$264K +2,231 New
RHBC
368
R.H. Bluestein & Co
Michigan
$248K +$262K +2,211 New
CIBC World Market
369
CIBC World Market
Ontario, Canada
$246K +$260K +2,200 New
KT
370
Kanaly Trust
Texas
$245K +$259K +2,188 New
Nomura Holdings
371
Nomura Holdings
Japan
$243K +$258K +2,179 New
SCM
372
Shelton Capital Management
Colorado
$242K +$255K +2,159 New
TNB
373
Thomasville National Bank
Georgia
$242K +$256K +2,161 New
PAA
374
Peregrine Asset Advisers
Oregon
$236K +$249K +2,107 New
TSW
375
Thompson Siegel & Walmsley
Virginia
$232K +$245K +2,070 New
13 14
15
16 17

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.