We are live on ! Find out more
TIP icon

iShares TIPS Bond ETF

791 hedge funds and large institutions have $15.2B invested in iShares TIPS Bond ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 298 increasing their positions, 305 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $7.79M | Put options by funds: $5.71M

5% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 58

1% more capital invested

Capital invested by funds: $15.1B → $15.2B (+$104M)

0% more funds holding

Funds holding: 790791 (+1)

0.28% less ownership

Funds ownership: 63.88%63.6% (-0.28%)

2% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 305

2% less funds holding in top 10

Funds holding in top 10: 5150 (-1)

Holders
791
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
18.08%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
1.14%
New
61
Increased
298
Reduced
305
Closed
58
Calls
$7.79M
Puts
$5.71M
Net Calls
+$2.08M
Net Calls Change
+$8.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
476
Betterment LLC
New York
$538K +$40.3K +361 +8%
FA
477
FMA Advisory
Pennsylvania
$536K +$51K +457 +10%
PCG
478
Private Capital Group
Connecticut
$528K -$8.38K -75 -2%
LC
479
LCNB Corp
Ohio
$528K +$533K +4,776 New
BDS
480
Banco de Sabadell
Florida
$527K
TYCC
481
Texas Yale Capital Corp
Florida
$524K
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$523K +$6.03K +54 +1%
CNB
483
Camden National Bank
Maine
$521K
CA
484
Clearstead Advisors
Ohio
$517K
SG
485
Somerset Group
Minnesota
$513K
GIM
486
Greenwich Investment Management
Connecticut
$509K -$81K -725 -14%
Koshinski Asset Management
487
Koshinski Asset Management
Illinois
$502K -$244K -2,184 -32%
MFW
488
Mosaic Family Wealth
Missouri
$498K -$56.6K -507 -10%
BIA
489
Biondo Investment Advisors
Pennsylvania
$491K +$72.6K +650 +17%
CAMG
490
CWA Asset Management Group
Florida
$490K -$23.9K -214 -5%
PFS
491
Prospera Financial Services
Texas
$484K -$27.7K -248 -5%
WAOTB
492
Wealth Advisors of Tampa Bay
Florida
$484K
EWA
493
Exencial Wealth Advisors
Oklahoma
$470K +$2.12K +19 +0.4%
RIA
494
Regal Investment Advisors
Michigan
$465K +$41K +367 +10%
JDR
495
Jay D. Rosenbaum
$464K
IWP
496
Icon Wealth Partners
Texas
$457K -$57.6K -516 -11%
SGAM
497
Steinberg Global Asset Management
Florida
$456K -$2.48M -22,193 -84%
FIMG
498
Financial & Investment Management Group
Michigan
$455K -$83.8K -750 -15%
ACM
499
AlphaStar Capital Management
North Carolina
$455K -$3.58K -32 -0.8%
LAIC
500
Lederer & Associates Investment Counsel
California
$455K

TIP Hedge Fund Activity: Q3 2018 in Review

791 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2018, worth a combined $15.2B — up 0.69% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TIP positions and 58 closed out — a net gain of 3 holders — while 298 added to existing stakes and 305 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $275M. The largest seller was Wells Fargo, cutting an estimated $152M.

  • 791 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2018, up from 790 in Q2 2018.
  • Funds reported $15.2B of iShares TIPS Bond ETF stock for Q3 2018, up 0.69% quarter-over-quarter.
  • 61 funds opened new iShares TIPS Bond ETF positions in Q3 2018 and 58 closed out, a net change of +3 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2018 was JP Morgan Chase, an estimated $275M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2018 was Wells Fargo, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2018.