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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
DWA
701
Dorsey Wright & Associates
California
– -$852K -7,435 Closed
AWM
702
AllSquare Wealth Management
New York
– -$625K -5,450 Closed
RW
703
Rand Wealth
Maryland
– -$603K -5,259 Closed
FNBT
704
FineMark National Bank & Trust
Florida
– -$511K -4,457 Closed
GKWIM
705
Gerber Kawasaki Wealth & Investment Management
California
– -$421K -3,671 Closed
FCH
706
Freestone Capital Holdings
Washington
– -$413K -3,602 Closed
MFP
707
Mosaic Financial Partners
California
– -$388K -3,381 Closed
CAM
708
Concorde Asset Management
Michigan
– -$352K -3,063 Closed
CWA
709
Cypress Wealth Advisors
California
– -$336K -2,934 Closed
BFA
710
Beaumont Financial Advisors
Massachusetts
– -$304K -2,657 Closed
CWM
711
Calamos Wealth Management
Illinois
– -$303K -2,642 Closed
BC
712
Burney Company
Virginia
– -$236K -2,062 Closed
FI
713
FormulaFolio Investments
Michigan
– -$236K -2,055 Closed
T. Rowe Price Associates
714
T. Rowe Price Associates
Maryland
– -$227K -1,978 Closed
AWA
715
Arete Wealth Advisors
Illinois
– -$219K -1,908 Closed
NB
716
NBT Bank
New York
– -$217K -1,897 Closed
NIA
717
Northstar Investment Advisors
Colorado
– -$205K -1,790 Closed
WF
718
Welch & Forbes
Massachusetts
– -$201K -1,750 Closed
DZ Bank
719
DZ Bank
Germany
– -$109K -950 Closed
CS
720
Credential Securities
– -$76K -663 Closed
CBT
721
Central Bank & Trust
Kentucky
– -$57K -500 Closed
HCA
722
Harbour Capital Advisors
Virginia
– -$49.3K -430 Closed
GBBWRPM
723
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$48K -411 Closed
CAG
724
Crestwood Advisors Group
Massachusetts
– -$29K -250 Closed
MCM
725
McKinley Capital Management
Alaska
– -$18K -154 Closed
26 27 28
29
30

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.