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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
PGFC
376
Peapack-Gladstone Financial Corp
New Jersey
$231K +$244K +2,063 New
PMG
377
ProVise Management Group
Florida
$231K +$244K +2,063 New
FHC
378
First Horizon Corporation
Tennessee
$230K +$244K +2,058 New
MWR
379
McAdams Wright Ragen
Washington
$227K +$240K +2,027 New
LC
380
Lilley & Co
Michigan
$226K +$239K +2,016 New
SGCA
381
Steel Grove Capital Advisors
Tennessee
$225K +$237K +2,007 New
SCA
382
STALEY CAPITAL ADVISERS
Pennsylvania
$224K +$237K +2,000 New
CCMG
383
Clark Capital Management Group
Pennsylvania
$220K +$233K +1,967 New
DWA
384
Douglass Winthrop Advisors
New York
$220K +$233K +1,967 New
CCFCSB
385
Cape Cod Five Cents Savings Bank
Massachusetts
$219K +$231K +1,952 New
Jones Financial Companies
386
Jones Financial Companies
Missouri
$212K +$224K +1,892 New
SIM
387
SSI Investment Management
California
$210K +$221K +1,869 New
GD
388
Grandfield & Dodd
New York
$210K +$222K +1,875 New
HCM
389
Horrell Capital Management
Arkansas
$208K +$220K +1,859 New
EWM
390
Evercore Wealth Management
New York
$207K +$219K +1,850 New
PH
391
Pinnacle Holdings
Oklahoma
$205K +$216K +1,827 New
MVIP
392
Mar Vista Investment Partners
California
$203K +$215K +1,816 New
SWA
393
SFMG Wealth Advisors
Texas
$202K +$213K +1,801 New
SFSIG
394
San Francisco Sentry Investment Group
California
$202K +$213K +1,802 New
MWAM
395
Mariner Wealth Advisors (Madison)
Kansas
$198K +$209K +1,770 New
LIA
396
LS Investment Advisors
Michigan
$190K +$201K +1,700 New
Robeco Institutional Asset Management
397
Robeco Institutional Asset Management
Netherlands
$183K +$193K +1,633 New
CFS
398
Community Financial System
New York
$178K +$188K +1,588 New
WCM
399
Windsor Capital Management
Arizona
$178K +$188K +1,589 New
FFC
400
First Financial Corp
Indiana
$174K +$184K +1,553 New
14 15
16
17 18

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.