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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
SIM
26
Scottrade Investment Management
Missouri
$106M +$106M +931,355 New
HSBC Holdings
27
HSBC Holdings
United Kingdom
$100M +$49M +428,880 +94%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$82.6M -$800K -7,001 -1%
LPL Financial
29
LPL Financial
California
$78.2M +$78.1M +683,490 +11,852%
FEG
30
Fund Evaluation Group
Ohio
$70.7M +$637K +5,577 +0.9%
BCI
31
Brinker Capital Investments
Pennsylvania
$68.7M +$2.87M +25,120 +4%
USAA
32
United Services Automobile Association
Texas
$68M -$18.4M -160,741 -21%
WCM
33
Wealthcare Capital Management
Virginia
$67.9M +$1.7M +14,874 +3%
3AM
34
3EDGE Asset Management
Florida
$60.8M +$8.46M +74,000 +16%
PFA
35
Pure Financial Advisors
California
$55.7M +$2.51M +21,983 +5%
CSIA
36
Charles Schwab Investment Advisory
California
$53.9M -$105K -919 -0.2%
KeyBank National Association
37
KeyBank National Association
Ohio
$52.1M +$252K +2,203 +0.5%
JIR
38
James Investment Research
Ohio
$51.4M -$446K -3,904 -0.9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$50.5M -$23.9M -209,184 -32%
SL
40
Summitry LLC
California
$47.6M +$1.16M +10,187 +2%
PWPCM
41
Perella Weinberg Partners Capital Management
New York
$47.3M -$1.51M -13,224 -3%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$41.5M +$1.23M +10,758 +3%
MML Investors Services
43
MML Investors Services
Massachusetts
$40.3M +$40.6M +355,354 New
MIH
44
Madison Investment Holdings
Wisconsin
$39.3M -$7.18M -62,833 -15%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$38M +$12.7M +111,235 +50%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$36.5M +$2.96M +25,866 +9%
HNB
47
Huntington National Bank
Ohio
$35.3M -$11.7M -102,267 Closed
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.4M +$3.7M +32,370 +12%
UCFA
49
United Capital Financial Advisors
Texas
$32M +$950K +8,311 +3%
PAAMCP
50
Pacific Alternative Asset Management Company (PAAMCO)
California
$31.7M -$23.3M -203,513 -42%
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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.