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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
MWM
576
Mascoma Wealth Management
New Hampshire
$196K +$22.7K +199 +13%
CFA
577
Camarda Financial Advisors
Florida
$183K -$214K -1,875 -54%
OCAM
578
Onex Canada Asset Management
Ontario, Canada
$179K – – –
BBPWM
579
Blue Bell Private Wealth Management
Pennsylvania
$158K -$206K -1,800 -56%
PH
580
Pinnacle Holdings
Oklahoma
$158K +$114 +1 +0.1%
LNB
581
Ledyard National Bank
$157K +$46.9K +410 +42%
CL
582
CSS LLC
Illinois
$154K +$155K +1,360 New
WPA
583
West Paces Advisors
Georgia
$149K – – –
CDIA
584
Capital Directions Investment Advisors
Georgia
$142K +$47.1K +412 +49%
GEA
585
Glen Eagle Advisors
New Jersey
$138K +$20K +175 +17%
LJHT
586
Laurie J. Hall Trustee
$136K – – –
BTIS
587
BB&T Investment Services
North Carolina
$133K -$195K -1,703 -59%
SEI Investments
588
SEI Investments
Pennsylvania
$128K -$139K -1,214 -52%
ST
589
Smithfield Trust
Pennsylvania
$118K – – –
OTC
590
Opera Trading Capital
France
$113K +$114K +1,000 New
EWM
591
Evercore Wealth Management
New York
$105K – – –
CCM
592
Cribstone Capital Management
Maine
$100K – – –
NCM
593
New Capital Management
Texas
$99K – – –
RWA
594
Ropes Wealth Advisors
Massachusetts
$96K +$97K +849 New
UWPG
595
Ullmann Wealth Partners Group
Florida
$96K +$97.2K +851 New
1832 Asset Management
596
1832 Asset Management
Ontario, Canada
$95K – – –
TSW
597
Thompson Siegel & Walmsley
Virginia
$95K – – –
JCM
598
Jacobi Capital Management
Pennsylvania
$94K – – –
PFBT
599
Parkside Financial Bank & Trust
Missouri
$91K +$7.77K +68 +9%
AP
600
Atwood & Palmer
Missouri
$87K – – –
22 23
24
25 26

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.