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iShares TIPS Bond ETF
TIP

959 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 394 increasing their positions, 259 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $980M | Put options by funds: $212M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

52% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 259

11% more funds holding in top 10

Funds holding in top 10: 70 → 78 (+8)

11% more capital invested

Capital invested by funds: $13.4B → $14.9B (+$1.5B)

4% more funds holding

Funds holding: 921 → 959 (+38)

2.72% less ownership

Funds ownership: 64.59% → 61.87% (-2.7%)

Holders
959
Holders Change
+38
Holders Change %
+4.13%
% of All Funds
19.35%
Holding in Top 10
78
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.43%
% of All Funds
1.57%
New
112
Increased
394
Reduced
259
Closed
60
Calls
$980M
Puts
$212M
Net Calls
+$769M
Net Calls Change
+$760M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$207M
2
Jane Street
Jane Street
New York
+$161M
3
JP Morgan Chase
JP Morgan Chase
New York
+$161M
4
Morgan Stanley
Morgan Stanley
New York
+$143M
5
BlackRock
BlackRock
New York
+$109M

Top Sellers

1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$411M
2
HT
HAP Trading
New York
-$36.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$35.3M
4
ACI
AMP Capital Investors
Australia
-$34.5M
5
IG
ING Group
Netherlands
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
676
Lion Street Advisors
Texas
$358K +$357K +2,838 New
SFA
677
Sequoia Financial Advisors
Ohio
$356K +$55.3K +440 +19%
CPO
678
Cerity Partners OCIO
New York
$355K +$352K +2,806 New
NB
679
NBT Bank
New York
$354K – – –
PAMG
680
Patton Albertson Miller Group
Tennessee
$354K +$91.7K +730 +35%
MFG
681
MidWestOne Financial Group
Iowa
$352K – – –
PMA
682
Prudent Man Advisors
Illinois
$352K – – –
ZIM
683
Zacks Investment Management
Illinois
$352K +$64.4K +513 +23%
SG
684
Somerset Group
Minnesota
$351K – – –
Betterment LLC
685
Betterment LLC
New York
$350K -$104K -828 -23%
MWM
686
Mission Wealth Management
California
$349K +$56.2K +447 +19%
RE
687
RBC Europe
United Kingdom
$348K – – –
ABC
688
Associated Banc-Corp
Wisconsin
$347K +$1.51K +12 +0.4%
MGIA
689
Moneta Group Investment Advisors
Missouri
$346K +$344K +2,735 New
LPIC
690
LeJeune Puetz Investment Counsel
Michigan
$344K – – –
AF
691
Advisornet Financial
Minnesota
$343K -$18.1K -144 -5%
PCG
692
Private Capital Group
Connecticut
$342K – – –
GWM
693
GSB Wealth Management
Connecticut
$342K +$339K +2,700 New
PFA
694
Pinnacle Family Advisors
Missouri
$336K – – –
AllianceBernstein
695
AllianceBernstein
Tennessee
$336K +$333K +2,653 New
BA
696
Ballast Advisors
Minnesota
$334K -$24.2K -193 -7%
RGC
697
Roberts, Glore & Co
Illinois
$334K – – –
WQ
698
Wealth Quarterback
New Jersey
$329K – – –
GCAC
699
Guardian Capital Advisors (Canada)
Ontario, Canada
$328K +$6.28K +50 +2%
KFI
700
Key Financial Inc
Pennsylvania
$328K +$77.4K +616 +31%
26 27
28
29 30

TIP Hedge Fund Activity: Q3 2020 in Review

959 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2020, worth a combined $14.9B — up 11% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new TIP positions and 60 closed out — a net gain of 52 holders — while 394 added to existing stakes and 259 trimmed.

The largest buyer was Bank of America, adding an estimated $207M. The largest seller was Commonwealth of Pennsylvania Public School Employees Retirement System, exiting entirely with an estimated $411M sold.

  • 959 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2020, up from 921 in Q2 2020.
  • Funds reported $14.9B of iShares TIPS Bond ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 112 funds opened new iShares TIPS Bond ETF positions in Q3 2020 and 60 closed out, a net change of +52 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2020 was Bank of America, an estimated $207M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2020 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2020.