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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
IIC
601
Integrated Investment Consultants
Michigan
$86K – – –
FDCDDQ
602
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.4K +$86K +753 New
LM
603
Legg Mason
Maryland
$85K -$6.74K -59 -7%
FCB
604
First Command Bank
Texas
$85K +$54.3K +475 +175%
FCFS
605
First Command Financial Services
Texas
$85K +$54.3K +475 +175%
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K -$13.9K -122 -15%
AIM
607
Advantage Investment Management
Iowa
$79K -$178K -1,559 -69%
CHP
608
Cable Hill Partners
Oregon
$79K – – –
MWM
609
MinichMacGregor Wealth Management
New York
$79K – – –
MBT
610
Monroe Bank & Trust
Michigan
$79K – – –
PMFA
611
Plante Moran Financial Advisors
Michigan
$78K -$22.3K -195 -22%
SHJ
612
Sharkey, Howes & Javer
Colorado
$75K – – –
WHG
613
Westwood Holdings Group
Texas
$74K +$74.3K +650 New
BRC
614
Bell Rock Capital
Delaware
$73K -$44.6K -390 -37%
FANJ
615
Financial Architects (New Jersey)
New Jersey
$73K +$30.5K +267 +71%
OAM
616
Oppenheimer Asset Management
New York
$71K -$208K -1,820 -74%
MLM
617
Mount Lucas Management
Pennsylvania
$65K +$65.1K +570 New
FHA
618
First Horizon Advisors
Tennessee
$64K – – –
AIP
619
Ameritas Investment Partners
Nebraska
$62K +$12.1K +106 +24%
BWA
620
Burt Wealth Advisors
Maryland
$58K – – –
WTB
621
Washington Trust Bank
Washington
$57K -$2.74K -24 -5%
SFPIA
622
Stevens First Principles Investment Advisors
California
$56K +$2.06K +18 +4%
FFW
623
Fusion Family Wealth
New York
$55K – – –
MSFP
624
Mark Sheptoff Financial Planning
Connecticut
$54K -$114 -1 -0.2%
VWA
625
V Wealth Advisors
Kansas
$54K +$55K +481 New
23 24
25
26 27

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.