We are live on ! Find out more
TIP icon

iShares TIPS Bond ETF

508 hedge funds and large institutions have $6.87B invested in iShares TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 130 increasing their positions, 205 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $6.11B → $6.87B (+$763M)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

8% more funds holding

Funds holding: 470508 (+38)

1.3% more ownership

Funds ownership: 48.34%49.63% (+1.3%)

37% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 205

74% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $5.51M

Holders
508
Holders Change
+38
Holders Change %
+8.09%
% of All Funds
13.55%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
1.04%
New
86
Increased
130
Reduced
205
Closed
41
Calls
$1.45M
Puts
$5.51M
Net Calls
-$4.07M
Net Calls Change
+$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
351
Forte Capital
New York
$431K
SBH
352
Segall Bryant & Hamill
Illinois
$430K -$5.65K -50 -1%
SC
353
Scotia Capital
Ontario, Canada
$424K +$199K +1,763 +87%
LFG
354
LifePlan Financial Group
Ohio
$412K -$9.6K -85 -2%
YP
355
Yellowstone Partners
Idaho
$411K -$23.4K -207 -5%
FPIS
356
Financial Planning & Information Services
Wisconsin
$407K -$27.9K -247 -7%
CCG
357
Cypress Capital Group
Florida
$407K +$5.65K +50 +1%
BA
358
Boston Advisors
Massachusetts
$395K -$22K -195 -5%
WF
359
Welch & Forbes
Massachusetts
$394K +$397K +3,520 New
BTNA
360
Bremer Trust National Association
Minnesota
$389K +$393K +3,477 New
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$386K -$118K -1,044 -23%
QCMC
362
Quantum Capital Management (California)
California
$382K -$166K -1,467 -30%
RCM
363
Rotella Capital Management
Washington
$381K -$2.34M -20,700 -86%
SMC
364
Smith, Moore & Co
Missouri
$380K
CL
365
Choreo LLC
Illinois
$378K +$113 +1 +0%
CAW
366
Cornerstone Advisors (Washington)
Washington
$374K
DPI
367
Diversified Portfolios Inc
Michigan
$371K +$374K +3,310 New
NI
368
Numeric Investors
Massachusetts
$370K +$373K +3,300 New
Lazard Asset Management
369
Lazard Asset Management
New York
$369K
SPIA
370
Strategic Point Investment Advisors
Rhode Island
$366K
BAS
371
Brown Advisory Securities
Maryland
$365K
SC
372
SouthState Corp
Florida
$364K -$1.03M -9,131 -74%
NSIM
373
North Star Investment Management
Illinois
$348K -$31.6K -280 -8%
JCM
374
Jag Capital Management
Missouri
$341K +$344K +3,045 New
PGA
375
Portland Global Advisors
Maine
$336K

TIP Hedge Fund Activity: Q4 2014 in Review

508 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2014, worth a combined $6.87B — up 12% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new TIP positions and 41 closed out — a net gain of 45 holders — while 130 added to existing stakes and 205 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $112M. The largest seller was QS Investors, cutting an estimated $99.3M.

  • 508 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2014, up from 470 in Q3 2014.
  • Funds reported $6.87B of iShares TIPS Bond ETF stock for Q4 2014, up 12% quarter-over-quarter.
  • 86 funds opened new iShares TIPS Bond ETF positions in Q4 2014 and 41 closed out, a net change of +45 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $112M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2014 was QS Investors, an estimated $99.3M sold.

Based on aggregated 13F filings for Q4 2014.