iShares TIPS Bond ETF
537 hedge funds and large institutions have $8.03B invested in iShares TIPS Bond ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 167 increasing their positions, 211 reducing their positions, and 40 closing their positions.
78% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 40
12% more capital invested
Capital invested by funds: $7.15B → $8.03B (+$879M)
5% more funds holding
Funds holding: 511 → 537 (+26)
4.15% more ownership
Funds ownership: 52.52% → 56.68% (+4.2%)
3% less funds holding in top 10
Funds holding in top 10: 39 → 38 (-1)
21% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 211
87% less call options, than puts
Call options by funds: $2.41M | Put options by funds: $17.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$235M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$187M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$86.4M |
| 4 |
QI
QS Investors
New York
|
+$73.5M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$30.7M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$25M |
| 3 |
AssetMark Inc
Concord,
California
|
-$20.6M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$17.8M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$17M |
TIP Hedge Fund Activity: Q4 2015 in Review
537 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2015, worth a combined $8.03B — up 12% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new TIP positions and 40 closed out — a net gain of 31 holders — while 167 added to existing stakes and 211 trimmed.
The largest buyer was Bank of America, adding an estimated $235M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $30.7M.
- 537 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2015, up from 511 in Q3 2015.
- Funds reported $8.03B of iShares TIPS Bond ETF stock for Q4 2015, up 12% quarter-over-quarter.
- 71 funds opened new iShares TIPS Bond ETF positions in Q4 2015 and 40 closed out, a net change of +31 holders.
- The largest iShares TIPS Bond ETF buyer in Q4 2015 was Bank of America, an estimated $235M added.
- The largest iShares TIPS Bond ETF seller in Q4 2015 was TD Ameritrade Investment Management, an estimated $30.7M sold.
Based on aggregated 13F filings for Q4 2015.