iShares TIPS Bond ETF
650 hedge funds and large institutions have $12.8B invested in iShares TIPS Bond ETF in 2016 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.
313% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 32
62% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 166
24% more funds holding in top 10
Funds holding in top 10: 50 → 62 (+12)
16% more funds holding
Funds holding: 561 → 650 (+89)
9% more capital invested
Capital invested by funds: $11.7B → $12.8B (+$1.09B)
2.12% less ownership
Funds ownership: 61.89% → 59.76% (-2.1%)
95% less call options, than puts
Call options by funds: $5.13M | Put options by funds: $99.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$232M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$141M |
| 3 |
JP Morgan Chase
New York
|
+$133M |
| 4 |
QI
QS Investors
New York
|
+$126M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$407M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$54.3M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$50.3M |
| 4 |
AP
AHL Partners
London,
United Kingdom
|
-$49M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$45.9M |
TIP Hedge Fund Activity: Q4 2016 in Review
650 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2016, worth a combined $12.8B — up 9.3% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new TIP positions and 32 closed out — a net gain of 100 holders — while 269 added to existing stakes and 166 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Bank of America, cutting an estimated $407M.
- 650 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2016, up from 561 in Q3 2016.
- Funds reported $12.8B of iShares TIPS Bond ETF stock for Q4 2016, up 9.3% quarter-over-quarter.
- 132 funds opened new iShares TIPS Bond ETF positions in Q4 2016 and 32 closed out, a net change of +100 holders.
- The largest iShares TIPS Bond ETF buyer in Q4 2016 was Fidelity Investments, an estimated $232M added.
- The largest iShares TIPS Bond ETF seller in Q4 2016 was Bank of America, an estimated $407M sold.
Based on aggregated 13F filings for Q4 2016.