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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
TYCC
526
Texas Yale Capital Corp
Florida
$288K – – –
ACM
527
Alpha Capital Management
Texas
$287K – – –
AOWM
528
Alpha Omega Wealth Management
Virginia
$287K – – –
PGA
529
Portland Global Advisors
Maine
$284K – – –
SRC
530
Shufro Rose & Co
New York
$282K – – –
MWM
531
Modera Wealth Management
New Jersey
$281K +$283K +2,476 New
SIAP
532
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$280K +$82.7K +724 +42%
FPCG
533
Fort Pitt Capital Group
Pennsylvania
$278K +$3.77K +33 +1%
CCG
534
Cypress Capital Group
Florida
$272K – – –
CIM
535
Cetera Investment Management
California
$271K -$167K -1,461 -38%
FIM
536
Fernwood Investment Management
Massachusetts
$271K +$273K +2,385 New
BTNA
537
Bremer Trust National Association
Minnesota
$270K -$56.2K -492 -17%
MSA
538
Mason Street Advisors
Wisconsin
$267K – – –
ONB
539
Old National Bancorp
Indiana
$265K +$25.6K +224 +11%
MVIP
540
Mar Vista Investment Partners
California
$264K – – –
SC
541
SouthState Corp
Florida
$262K -$108K -947 -29%
WEC
542
Winslow Evans & Crocker
Massachusetts
$262K -$23.8K -208 -8%
DC
543
Davenport & Co
Virginia
$255K +$17.6K +154 +7%
AIA
544
Allegis Investment Advisors
Idaho
$248K -$196K -1,711 -44%
SCM
545
Shelton Capital Management
Colorado
$247K -$229 -2 -0.1%
NA
546
NewEdge Advisors
Louisiana
$245K +$249K +2,180 New
RPGK
547
Retirement Planning Group (Kansas)
Kansas
$245K – – –
IIC
548
Ironwood Investment Counsel
Arizona
$244K +$246K +2,150 New
CCT
549
Country Club Trust
Missouri
$242K -$57.1K -500 -19%
MCM
550
Maple Capital Management
Vermont
$240K – – –
20 21
22
23 24

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.