We are live on ! Find out more
TIP icon

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
CEMP
426
Compass Efficient Model Portfolios
Tennessee
$53K +$56.3K +476 New
LFR
427
Lehman Financial Resources
Pennsylvania
$50K +$53.3K +450 New
WRM
428
Westport Resources Management
Connecticut
$45K +$47.3K +400 New
CW
429
Cobiz Wealth
Colorado
$43K +$45.8K +387 New
HI
430
Hudock Inc
Pennsylvania
$42K +$44.4K +375 New
NHFG
431
New Harbor Financial Group
Massachusetts
$41K +$43.2K +365 New
QBFM
432
QS Batterymarch Financial Management
New York
$39K +$40.6K +343 New
OWP
433
Obermeyer Wealth Partners
Colorado
$39K +$41.3K +349 New
ClearBridge Investments
434
ClearBridge Investments
New York
$34K +$35.9K +303 New
YL
435
YCG LLC
Texas
$34K +$36K +304 New
CFA
436
Carroll Financial Associates
North Carolina
$30K +$32.1K +271 New
ECAM
437
East Coast Asset Management
Massachusetts
$24K +$25.6K +216 New
FBT
438
Founders Bank & Trust
Michigan
$23K +$23.9K +202 New
WAM
439
Wood Asset Management
Florida
$23K +$24.3K +205 New
JIC
440
Joel Isaacson & Co
New York
$22K +$23.7K +200 New
HCM
441
Highlander Capital Management
New Jersey
$20.6K +$21.8K +184 New
Thrivent Financial for Lutherans
442
Thrivent Financial for Lutherans
Minnesota
$16.2K +$17.2M +144,991 New
WAMC
443
Western Asset Management Company
California
$16K +$16.1K +136 New
DAM
444
Delta Asset Management
Tennessee
$15K +$15.6K +132 New
IFWM
445
Institute for Wealth Management
Colorado
$13K +$14K +118 New
PFO
446
Pathstone Family Office
New Jersey
$11K +$12.2K +103 New
BTS
447
BB&T Securities
Virginia
$9.01K +$952K +8,043 New
FMP
448
Financial Management Professionals
Texas
$8K +$8.16K +69 New
EWM
449
Elite Wealth Management
Washington
$8K +$8.52K +72 New
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$5.92K +50 New
15 16 17
18
19

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.