We are live on ! Find out more
TIP icon

iShares TIPS Bond ETF

508 hedge funds and large institutions have $6.87B invested in iShares TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 130 increasing their positions, 205 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $6.11B → $6.87B (+$763M)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

8% more funds holding

Funds holding: 470508 (+38)

1.3% more ownership

Funds ownership: 48.34%49.63% (+1.3%)

37% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 205

74% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $5.51M

Holders
508
Holders Change
+38
Holders Change %
+8.09%
% of All Funds
13.55%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
1.04%
New
86
Increased
130
Reduced
205
Closed
41
Calls
$1.45M
Puts
$5.51M
Net Calls
-$4.07M
Net Calls Change
+$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$16.8M +$692K +6,126 +4%
CB
52
Commerce Bank
Missouri
$15.9M -$300K -2,655 -2%
Ameriprise
53
Ameriprise
Minnesota
$15.3M +$2.94M +26,029 +24%
Truist Financial
54
Truist Financial
North Carolina
$15.2M -$298K -2,635 -2%
Stifel Financial
55
Stifel Financial
Missouri
$13.7M +$930K +8,238 +7%
CCG
56
Chatham Capital Group
Georgia
$13.4M -$5.97M -52,850 -31%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$13.4M +$2.97M +26,344 +28%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$13.2M +$37.1K +329 +0.3%
FHB
59
First Hawaiian Bank
Hawaii
$13.1M -$1.76M -15,615 -12%
SIC
60
Sigma Investment Counselors
Michigan
$13.1M +$1.6M +14,193 +14%
WCWM
61
Willow Creek Wealth Management
California
$12.7M +$12.8M +112,987 New
RFS
62
Rockefeller Financial Services
New York
$12.6M -$532K -4,710 -4%
BPC
63
Banque Pictet & Cie
Switzerland
$12.3M
FBNAT
64
FirstMerit Bank N.A. Trustee
Ohio
$12.1M -$370K -3,275 -3%
Deutsche Bank
65
Deutsche Bank
Germany
$11.8M +$115K +1,017 +1%
BTS
66
BB&T Securities
Virginia
$11.1M +$212K +1,875 +23%
SB
67
Suntrust Banks
Georgia
$11.1M -$1.35M -11,965 -11%
Franklin Resources
68
Franklin Resources
California
$11.1M -$491K -4,350 -4%
WT
69
Washington Trust
Rhode Island
$10.9M -$632K -5,595 -5%
AMG
70
Asset Management Group
Connecticut
$10.7M +$560K +4,959 +5%
FCIM
71
Fairview Capital Investment Management
California
$10.5M -$192K -1,700 -2%
FNBTCON
72
First National Bank & Trust Co of Newtown
Pennsylvania
$10.5M -$48.6K -430 -0.5%
CG
73
Carlyle Group
District of Columbia
$10.2M +$10.3M +90,979 New
CL
74
CPWM LLC
Washington
$9.83M +$33.6K +298 +0.3%
TFF
75
The Family Firm
Maryland
$9.72M +$9.8M +86,800 New

TIP Hedge Fund Activity: Q4 2014 in Review

508 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2014, worth a combined $6.87B — up 12% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new TIP positions and 41 closed out — a net gain of 45 holders — while 130 added to existing stakes and 205 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $112M. The largest seller was QS Investors, cutting an estimated $99.3M.

  • 508 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2014, up from 470 in Q3 2014.
  • Funds reported $6.87B of iShares TIPS Bond ETF stock for Q4 2014, up 12% quarter-over-quarter.
  • 86 funds opened new iShares TIPS Bond ETF positions in Q4 2014 and 41 closed out, a net change of +45 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $112M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2014 was QS Investors, an estimated $99.3M sold.

Based on aggregated 13F filings for Q4 2014.