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iShares TIPS Bond ETF
TIP

926 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 57

24% more funds holding in top 10

Funds holding in top 10: 46 → 57 (+11)

15% more funds holding

Funds holding: 804 → 926 (+122)

2% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$271M)

0.28% more ownership

Funds ownership: 61.42% → 61.7% (+0.28%)

4% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 307

70% less call options, than puts

Call options by funds: $3.51M | Put options by funds: $11.6M

Holders
926
Holders Change
+122
Holders Change %
+15.17%
% of All Funds
18.25%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.12%
New
189
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$251M
2
MMI
Matson Money Inc
Ohio
+$135M
3
Morgan Stanley
Morgan Stanley
New York
+$60M
4
PWAG
Polaris Wealth Advisory Group
California
+$44.3M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$35.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$262M
2
Goldman Sachs
Goldman Sachs
New York
-$226M
3
M&T Bank
M&T Bank
New York
-$106M
4
Citigroup
Citigroup
New York
-$102M
5
CSIA
Charles Schwab Investment Advisory
California
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
526
Trust Company of Vermont
Vermont
$583K +$582K +5,003 New
GI
527
GS Investments
Minnesota
$582K +$54.1K +465 +10%
HFRG
528
Houlihan Financial Resource Group
Virginia
$581K +$579K +4,980 New
IA
529
IFP Advisors
Florida
$576K -$263K -2,264 -31%
TNB
530
TCF National Bank
South Dakota
$570K -$14.6K -126 -3%
LC
531
LCNB Corp
Ohio
$565K -$4.65K -40 -0.8%
SAM
532
S.A. Mason
Michigan
$565K +$564K +4,850 New
SAM
533
Strategy Asset Managers
California
$565K +$564K +4,850 New
CC
534
Cedar Capital
Illinois
$560K +$11.6K +100 +2%
American Century Companies
535
American Century Companies
Missouri
$554K -$176K -1,510 -24%
CB
536
Community Bank
New York
$544K – – –
BPB
537
Badgley, Phelps & Bell
Washington
$539K +$465 +4 +0.1%
YWP
538
YorkBridge Wealth Partners
New York
$536K +$49.4K +425 +10%
WTC
539
WhitTier Trust Company
Nevada
$531K – – –
MGWM
540
Marks Group Wealth Management
Minnesota
$530K +$529K +4,548 New
GIP
541
Granite Investment Partners
California
$527K – – –
OC
542
Oarsman Capital
Wisconsin
$526K -$42.8K -368 -8%
FFN
543
Focus Financial Network
Minnesota
$521K +$1.63K +14 +0.3%
MECA
544
Miller Equity Capital Advisors
Texas
$516K +$514K +4,425 New
PAS
545
Park Avenue Securities
New York
$514K +$512K +4,406 New
MG
546
Mather Group
Illinois
$512K +$511K +4,396 New
HF
547
HRT Financial
New York
$504K +$503K +4,325 New
WAOTB
548
Wealth Advisors of Tampa Bay
Florida
$497K -$4.65K -40 -0.9%
SFPM
549
Sensible Financial Planning & Management
Massachusetts
$492K +$116 +1 +0%
JDR
550
Jay D. Rosenbaum
$490K – – –
20 21
22
23 24

TIP Hedge Fund Activity: Q4 2019 in Review

926 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2019, worth a combined $12.9B — up 2.1% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new TIP positions and 57 closed out — a net gain of 132 holders — while 296 added to existing stakes and 307 trimmed.

The largest buyer was BlackRock, adding an estimated $251M. The largest seller was JP Morgan Chase, cutting an estimated $262M.

  • 926 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2019, up from 804 in Q3 2019.
  • Funds reported $12.9B of iShares TIPS Bond ETF stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 189 funds opened new iShares TIPS Bond ETF positions in Q4 2019 and 57 closed out, a net change of +132 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2019 was BlackRock, an estimated $251M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2019 was JP Morgan Chase, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2019.