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iShares TIPS Bond ETF

804 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 281 increasing their positions, 327 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 61.83%61.42% (-0.41%)

1% less capital invested

Capital invested by funds: $12.7B → $12.6B (-$79.6M)

9% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 74

2% less funds holding

Funds holding: 817804 (-13)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

14% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 327

77% less call options, than puts

Call options by funds: $5.64M | Put options by funds: $24.9M

Holders
804
Holders Change
-13
Holders Change %
-1.59%
% of All Funds
17.63%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
67
Increased
281
Reduced
327
Closed
74
Calls
$5.64M
Puts
$24.9M
Net Calls
-$19.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
551
World Investment Advisors
California
$367K
FFWA
552
FRG Family Wealth Advisors
Washington
$366K
MRC
553
Millburn Ridgefield Corp
New York
$364K -$30.4K -262 -8%
LPIC
554
LeJeune Puetz Investment Counsel
Michigan
$362K +$116 +1 +0%
PCM
555
Parsons Capital Management
Rhode Island
$359K -$11.6K -100 -3%
GEA
556
Glen Eagle Advisors
New Jersey
$352K +$38.9K +335 +12%
SFG
557
Summit Financial Group
West Virginia
$351K -$31.3K -270 -8%
OIA
558
Optimum Investment Advisors
Illinois
$350K +$464 +4 +0.1%
AIC
559
Ameritas Investment Company
Nebraska
$350K +$50.7K +437 +17%
AWA
560
AmeriServ Wealth Advisors
Pennsylvania
$349K -$1.92M -16,550 -85%
Bessemer Group
561
Bessemer Group
New Jersey
$349K -$1.63K -14 -0.5%
AIM
562
Acropolis Investment Management
Missouri
$347K -$26.1K -225 -7%
TTWM
563
TCV Trust & Wealth Management
Virginia
$345K -$48.2K -415 -12%
JHP
564
James Hambro & Partners
United Kingdom
$343K +$343K +2,951 New
LC
565
Landaas & Company
Wisconsin
$330K -$11.8K -102 -3%
BA
566
Bard Associates
Illinois
$330K -$11.6K -100 -3%
AFP
567
Ausdal Financial Partners
Iowa
$328K -$18.8K -162 -5%
WT
568
Whittier Trust
California
$328K +$124K +1,066 +61%
CL
569
Choreo LLC
Illinois
$327K -$24.7K -213 -7%
Betterment LLC
570
Betterment LLC
New York
$325K
MC
571
Miles Capital
Iowa
$325K
SG
572
Somerset Group
Minnesota
$324K -$1.28K -11 -0.4%
MWP
573
MYCIO Wealth Partners
Pennsylvania
$323K
RE
574
RBC Europe
United Kingdom
$320K
OCM
575
One Capital Management
California
$318K

TIP Hedge Fund Activity: Q3 2019 in Review

804 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2019, worth a combined $12.6B — down 0.63% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of TIP and 67 opened new positions — a net loss of 7 holders — while 327 trimmed existing stakes and 281 added.

The largest buyer was JP Morgan Chase, adding an estimated $226M. The largest seller was Envestnet Asset Management, cutting an estimated $169M.

  • 804 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2019, down from 817 in Q2 2019.
  • Funds reported $12.6B of iShares TIPS Bond ETF stock for Q3 2019, down 0.63% quarter-over-quarter.
  • 67 funds opened new iShares TIPS Bond ETF positions in Q3 2019 and 74 closed out, a net change of -7 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $226M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2019.