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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
SWA
426
Sutton Wealth Advisors
Florida
$660K +$35.5K +311 +6%
DWM
427
Dakota Wealth Management
Florida
$654K – – –
WTC
428
WhitTier Trust Company
Nevada
$653K – – –
WA
429
WFG Advisors
Texas
$652K +$116K +1,013 +21%
SGCA
430
Steel Grove Capital Advisors
Tennessee
$648K +$50.6K +443 +8%
DDPIC
431
Deroy & Devereaux Private Investment Counsel
Michigan
$647K – – –
GIA
432
Granite Investment Advisors
New Hampshire
$638K -$240K -2,100 -27%
RCA
433
Rowland Carmichael Advisors
Arizona
$637K +$222K +1,946 +53%
CA
434
Cornerstone Advisory
Maryland
$634K +$24.3K +213 +4%
MWM
435
Meridian Wealth Management
Kentucky
$627K -$38.1K -333 -6%
Bessemer Group
436
Bessemer Group
New Jersey
$621K -$246K -2,150 -28%
NSIM
437
North Star Investment Management
Illinois
$621K +$39.3K +344 +7%
OC
438
Oarsman Capital
Wisconsin
$613K +$571 +5 +0.1%
LA
439
LVW Advisors
New York
$612K +$13.4K +117 +2%
HB
440
Homrich & Berg
Georgia
$609K -$35.4K -310 -5%
GCAC
441
Guardian Capital Advisors (Canada)
Ontario, Canada
$602K -$45.7K -400 -7%
BA
442
Bard Associates
Illinois
$594K – – –
FC
443
Financial Consulate
Maryland
$593K -$53.4K -467 -8%
VFA
444
Virtus Fund Advisers
Connecticut
$593K -$45.9K -402 -7%
KFA
445
Kelleher Financial Advisors
New York
$567K – – –
PPA
446
Parametric Portfolio Associates
Washington
$566K -$5.03K -44 -0.9%
BWAM
447
Boyd Watterson Asset Management
Ohio
$565K -$742K -6,490 -57%
HW
448
Hancock Whitney
Mississippi
$546K -$75.4K -660 -12%
IHL
449
Investment House LLC
California
$545K – – –
TTWM
450
TCV Trust & Wealth Management
Virginia
$541K – – –
16 17
18
19 20

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.