iShares TIPS Bond ETF
429 hedge funds and large institutions have $7.36B invested in iShares TIPS Bond ETF in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 255 reducing their positions, and 47 closing their positions.
8% more capital invested
Capital invested by funds: $6.83B → $7.36B (+$535M)
2.48% less ownership
Funds ownership: 48.1% → 45.62% (-2.5%)
4% less funds holding
Funds holding: 448 → 429 (-19)
30% less funds holding in top 10
Funds holding in top 10: 54 → 38 (-16)
32% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 47
55% less call options, than puts
Call options by funds: $1.86M | Put options by funds: $4.13M
62% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 255
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$56.2M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$37.3M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$37.3M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$17.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.07B |
| 2 |
Morgan Stanley
New York
|
-$84.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$66M |
| 4 |
CC
Curian Capital
Denver,
Colorado
|
-$50.4M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$38.4M |
TIP Hedge Fund Activity: Q3 2013 in Review
429 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2013, worth a combined $7.36B — up 7.8% from $6.83B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of TIP and 32 opened new positions — a net loss of 15 holders — while 255 trimmed existing stakes and 97 added.
The largest buyer was TIAA CREF Trust, adding an estimated $56.2M. The largest seller was LPL Financial, cutting an estimated $1.07B.
- 429 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2013, down from 448 in Q2 2013.
- Funds reported $7.36B of iShares TIPS Bond ETF stock for Q3 2013, up 7.8% quarter-over-quarter.
- 32 funds opened new iShares TIPS Bond ETF positions in Q3 2013 and 47 closed out, a net change of -15 holders.
- The largest iShares TIPS Bond ETF buyer in Q3 2013 was TIAA CREF Trust, an estimated $56.2M added.
- The largest iShares TIPS Bond ETF seller in Q3 2013 was LPL Financial, an estimated $1.07B sold.
Based on aggregated 13F filings for Q3 2013.