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iShares TIPS Bond ETF
TIP

675 hedge funds and large institutions have $14.3B invested in iShares TIPS Bond ETF in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 269 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $6.18M | Put options by funds: $2.6M

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

22% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 221

13% more funds holding in top 10

Funds holding in top 10: 63 → 71 (+8)

6% more capital invested

Capital invested by funds: $13.6B → $14.3B (+$749M)

1% more funds holding

Funds holding: 667 → 675 (+8)

0.82% more ownership

Funds ownership: 60.82% → 61.63% (+0.82%)

Holders
675
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
16.83%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
1.77%
New
66
Increased
269
Reduced
221
Closed
51
Calls
$6.18M
Puts
$2.6M
Net Calls
+$3.58M
Net Calls Change
+$1.46M

Top Buyers

Rank Fund Capital Flow
1
BA
Bridgewater Associates
Connecticut
+$141M
2
SIM
Scottrade Investment Management
Missouri
+$106M
3
WIM
Windhaven Investment Management
Massachusetts
+$101M
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$94.8M
5
LPL Financial
LPL Financial
California
+$78.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$217M
2
Franklin Resources
Franklin Resources
California
-$162M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$49M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$42.3M
5
UBS Group
UBS Group
Switzerland
-$31.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
376
Baldwin Investment Management
Pennsylvania
$867K +$59K +516 +7%
AB
377
Atlas Brown
Kentucky
$865K -$8.46K -74 -1%
AIM
378
Anchor Investment Management
South Carolina
$850K – – –
BPB
379
Badgley, Phelps & Bell
Washington
$845K +$11.8K +103 +1%
CBU
380
CIBC Bank USA
Illinois
$842K -$8.23K -72 -1%
BJ
381
Brouwer & Janachowski
California
$842K +$4.23K +37 +0.5%
KA
382
Kovack Advisors
Florida
$842K +$165K +1,440 +24%
FHA
383
Flagship Harbor Advisors
Massachusetts
$835K +$78.1K +683 +10%
BOS
384
Bingham Osborn & Scarborough
California
$833K -$39.9K -349 -5%
AIS
385
American Investment Services
Massachusetts
$831K +$23.5K +206 +3%
SMC
386
Smith, Moore & Co
Missouri
$830K +$235K +2,059 +39%
BO
387
BRR OpCo
Ohio
$829K – – –
Charles Schwab
388
Charles Schwab
California
$824K +$271K +2,368 +48%
MC
389
Mathes Company
New York
$822K – – –
FT
390
Fiduciary Trust
Massachusetts
$821K -$366K -3,200 -31%
AF
391
Allworth Financial
California
$802K -$75.4K -660 -9%
Fisher Asset Management
392
Fisher Asset Management
Washington
$801K -$9.83K -86 -1%
WIM
393
Westside Investment Management
California
$796K +$128K +1,120 +19%
WSFS
394
Wilmington Savings Fund Society
Delaware
$794K -$322K -2,819 -29%
CCT
395
Chemung Canal Trust
New York
$791K – – –
KWMG
396
King Wealth Management Group
Florida
$789K +$44.3K +388 +6%
DE
397
Day & Ennis
Georgia
$785K +$381K +3,331 +93%
P
398
PhaseCapital
New York
$771K -$526K -4,600 -40%
CAM
399
Cubic Asset Management
Massachusetts
$768K -$686 -6 -0.1%
AC
400
Alexandria Capital
Virginia
$757K +$9.14K +80 +1%
14 15
16
17 18

TIP Hedge Fund Activity: Q2 2017 in Review

675 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2017, worth a combined $14.3B — up 5.5% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TIP positions and 51 closed out — a net gain of 15 holders — while 269 added to existing stakes and 221 trimmed.

The largest buyer was Bridgewater Associates, opening a new position worth an estimated $141M. The largest seller was Bank of America, cutting an estimated $217M.

  • 675 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2017, up from 667 in Q1 2017.
  • Funds reported $14.3B of iShares TIPS Bond ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 66 funds opened new iShares TIPS Bond ETF positions in Q2 2017 and 51 closed out, a net change of +15 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2017 was Bridgewater Associates, an estimated $141M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2017 was Bank of America, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2017.