iShares TIPS Bond ETF
454 hedge funds and large institutions have $5.86B invested in iShares TIPS Bond ETF in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 221 reducing their positions, and 44 closing their positions.
73% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 44
6% more funds holding
Funds holding: 429 → 454 (+25)
0.51% more ownership
Funds ownership: 45.62% → 46.13% (+0.51%)
3% less funds holding in top 10
Funds holding in top 10: 38 → 37 (-1)
20% less capital invested
Capital invested by funds: $7.36B → $5.86B (-$1.51B)
55% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 221
66% less call options, than puts
Call options by funds: $2.33M | Put options by funds: $6.83M
Top Buyers
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$71.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$48M |
| 3 |
Goldman Sachs
New York
|
+$24.7M |
| 4 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$19.9M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19M |
Top Sellers
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$289M |
| 2 |
Morgan Stanley
New York
|
-$63.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$63M |
| 4 |
Citigroup
New York
|
-$50.3M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$34.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
Jones Financial Companies
Des Peres,
Missouri
| – | -$29K | -262 | Closed |
|
|
CFA
502
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$1K | -12 | Closed |
|
|
KCPG
503
Kavar Capital Partners Group
Leawood,
Kansas
| – | +$558 | +5 | New |
|
TIP Hedge Fund Activity: Q4 2013 in Review
454 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2013, worth a combined $5.86B — down 20% from $7.36B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new TIP positions and 44 closed out — a net gain of 32 holders — while 100 added to existing stakes and 221 trimmed.
The largest buyer was TIAA CREF Trust, adding an estimated $71.6M. The largest seller was Virtu KCG Holdings, cutting an estimated $289M.
- 454 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2013, up from 429 in Q3 2013.
- Funds reported $5.86B of iShares TIPS Bond ETF stock for Q4 2013, down 20% quarter-over-quarter.
- 76 funds opened new iShares TIPS Bond ETF positions in Q4 2013 and 44 closed out, a net change of +32 holders.
- The largest iShares TIPS Bond ETF buyer in Q4 2013 was TIAA CREF Trust, an estimated $71.6M added.
- The largest iShares TIPS Bond ETF seller in Q4 2013 was Virtu KCG Holdings, an estimated $289M sold.
Based on aggregated 13F filings for Q4 2013.