iShares TIPS Bond ETF
559 hedge funds and large institutions have $11.1B invested in iShares TIPS Bond ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 41 closing their positions.
158% more call options, than puts
Call options by funds: $10.2M | Put options by funds: $3.98M
13% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 188
10% more capital invested
Capital invested by funds: $10B → $11.1B (+$1.04B)
7% more funds holding in top 10
Funds holding in top 10: 43 → 46 (+3)
7% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 41
0.83% more ownership
Funds ownership: 60.65% → 61.48% (+0.83%)
0% less funds holding
Funds holding: 561 → 559 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$652M |
| 2 |
Morgan Stanley
New York
|
+$81.1M |
| 3 |
QI
QS Investors
New York
|
+$78.2M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$60.2M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$175M |
| 2 |
LPL Financial
San Diego,
California
|
-$104M |
| 3 |
AssetMark Inc
Concord,
California
|
-$42.2M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$35.2M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$31.2M |
TIP Hedge Fund Activity: Q2 2016 in Review
559 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2016, worth a combined $11.1B — up 10% from $10B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new TIP positions and 41 closed out — a net gain of 3 holders — while 212 added to existing stakes and 188 trimmed.
The largest buyer was Bank of America, adding an estimated $652M. The largest seller was JP Morgan Chase, cutting an estimated $175M.
- 559 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2016, down from 561 in Q1 2016.
- Funds reported $11.1B of iShares TIPS Bond ETF stock for Q2 2016, up 10% quarter-over-quarter.
- 44 funds opened new iShares TIPS Bond ETF positions in Q2 2016 and 41 closed out, a net change of +3 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2016 was Bank of America, an estimated $652M added.
- The largest iShares TIPS Bond ETF seller in Q2 2016 was JP Morgan Chase, an estimated $175M sold.
Based on aggregated 13F filings for Q2 2016.