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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
CSIA
26
Charles Schwab Investment Advisory
California
$49.6M +$52.4M +442,612 New
UCFA
27
United Capital Financial Advisors
Texas
$49.4M +$52.2M +441,232 New
Ameriprise
28
Ameriprise
Minnesota
$44.9M +$47.3M +400,011 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$41.7M +$44.1M +372,706 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$35M +$37M +312,395 New
CS
31
Credit Suisse
Switzerland
$32M +$33.8M +285,743 New
DWM
32
Destination Wealth Management
California
$31.7M +$33.5M +283,353 New
SFI
33
SPC Financial Inc
Maryland
$31.7M +$33.5M +283,215 New
ECM
34
ETrade Capital Management
Virginia
$30.3M +$32M +270,419 New
Deutsche Bank
35
Deutsche Bank
Germany
$29.2M +$30.9M +261,120 New
SL
36
Summitry LLC
California
$28.7M +$30.3M +256,171 New
QI
37
QS Investors
New York
$28M +$28.1M +237,528 New
LC
38
Lourd Capital
California
$28M +$29.6M +249,846 New
HNB
39
Huntington National Bank
Ohio
$27.9M – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$27.4M +$29M +244,937 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$27.3M +$28.9M +244,100 New
Goldman Sachs
42
Goldman Sachs
New York
$26M +$27.5M +232,243 New
William Blair & Company
43
William Blair & Company
Illinois
$25.3M +$26.7M +225,831 New
USAA
44
United Services Automobile Association
Texas
$25M +$26.4M +222,763 New
GF
45
Genworth Financial
Virginia
$24.2M +$25.5M +215,731 New
CB
46
Commerce Bank
Missouri
$23M +$22.4M +189,550 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$22.3M +$23.6M +199,197 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$22.3M +$23.5M +198,708 New
GC
49
Gibson Capital
Pennsylvania
$22.1M +$23.3M +197,066 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.9M +$23.2M +195,813 New
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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.