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iShares TIPS Bond ETF

804 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 281 increasing their positions, 327 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 61.83%61.42% (-0.41%)

1% less capital invested

Capital invested by funds: $12.7B → $12.6B (-$79.6M)

9% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 74

2% less funds holding

Funds holding: 817804 (-13)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

14% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 327

77% less call options, than puts

Call options by funds: $5.64M | Put options by funds: $24.9M

Holders
804
Holders Change
-13
Holders Change %
-1.59%
% of All Funds
17.63%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
67
Increased
281
Reduced
327
Closed
74
Calls
$5.64M
Puts
$24.9M
Net Calls
-$19.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
726
Highlander Capital Management
New Jersey
$46K +$348 +3 +0.8%
SIC
727
Salem Investment Counselors
North Carolina
$45K
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$43K
NC
729
NewSquare Capital
Pennsylvania
$41K +$40.6K +350 New
FEG
730
Financial Enhancement Group
Indiana
$40K
SCA
731
Strategic Capital Advisers
Colorado
$40K +$39.8K +343 New
MSFP
732
Mark Sheptoff Financial Planning
Connecticut
$38K -$19.2K -165 -33%
TFGT
733
TS Financial Group (TSFG)
Illinois
$35K
ACA
734
Atlas Capital Advisors
Wyoming
$34.8K -$1.51K -13 -4%
CG
735
Cutler Group
California
$34K +$11.6K +100 +50%
GWAG
736
Garrett Wealth Advisory Group
Texas
$33.1K +$33.1K +285 New
OSNBOA
737
Old Second National Bank of Aurora
Illinois
$33K
FCB
738
First Command Bank
Texas
$32K
FCFS
739
First Command Financial Services
Texas
$32K
SRC
740
Shufro Rose & Co
New York
$30K +$30.2K +260 New
TF
741
TimeScale Financial
Massachusetts
$28K +$232 +2 +0.8%
Northern Trust
742
Northern Trust
Illinois
$27K -$314K -2,704 -11%
ETI
743
Enterprise Trust & Investment
California
$27K
KPCM
744
Kings Point Capital Management
New York
$27K +$15.1K +130 +133%
SB
745
Strategic Blueprint
Georgia
$27K +$26.6K +229 New
TCM
746
Tradewinds Capital Management
Washington
$26K
WP
747
WealthShield Partners
North Carolina
$26K
BWM
748
BerganKDV Wealth Management
Minnesota
$25K
VRM
749
Vectors Research Management
New York
$24K
LTI
750
Laffer Tengler Investments
Tennessee
$23.3K

TIP Hedge Fund Activity: Q3 2019 in Review

804 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2019, worth a combined $12.6B — down 0.63% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of TIP and 67 opened new positions — a net loss of 7 holders — while 327 trimmed existing stakes and 281 added.

The largest buyer was JP Morgan Chase, adding an estimated $226M. The largest seller was Envestnet Asset Management, cutting an estimated $169M.

  • 804 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2019, down from 817 in Q2 2019.
  • Funds reported $12.6B of iShares TIPS Bond ETF stock for Q3 2019, down 0.63% quarter-over-quarter.
  • 67 funds opened new iShares TIPS Bond ETF positions in Q3 2019 and 74 closed out, a net change of -7 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $226M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2019.