iShares TIPS Bond ETF
561 hedge funds and large institutions have $10B invested in iShares TIPS Bond ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 182 increasing their positions, 224 reducing their positions, and 37 closing their positions.
115% more call options, than puts
Call options by funds: $4.27M | Put options by funds: $1.98M
78% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 37
25% more capital invested
Capital invested by funds: $8.03B → $10B (+$1.99B)
13% more funds holding in top 10
Funds holding in top 10: 38 → 43 (+5)
4% more funds holding
Funds holding: 537 → 561 (+24)
3.97% more ownership
Funds ownership: 56.68% → 60.65% (+4%)
19% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 224
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$310M |
| 2 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$288M |
| 3 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$196M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$142M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$104M |
| 2 |
QI
QS Investors
New York
|
-$59.1M |
| 3 |
AF
Ally Financial
Detroit,
Michigan
|
-$48.8M |
| 4 |
LC
Lourd Capital
Beverly Hills,
California
|
-$18.4M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$15.6M |
TIP Hedge Fund Activity: Q1 2016 in Review
561 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2016, worth a combined $10B — up 25% from $8.03B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new TIP positions and 37 closed out — a net gain of 29 holders — while 182 added to existing stakes and 224 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $310M. The largest seller was BlackRock Institutional Trust, exiting entirely with an estimated $104M sold.
- 561 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2016, up from 537 in Q4 2015.
- Funds reported $10B of iShares TIPS Bond ETF stock for Q1 2016, up 25% quarter-over-quarter.
- 66 funds opened new iShares TIPS Bond ETF positions in Q1 2016 and 37 closed out, a net change of +29 holders.
- The largest iShares TIPS Bond ETF buyer in Q1 2016 was JP Morgan Chase, an estimated $310M added.
- The largest iShares TIPS Bond ETF seller in Q1 2016 was BlackRock Institutional Trust, an estimated $104M sold.
Based on aggregated 13F filings for Q1 2016.