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iShares TIPS Bond ETF
TIP

785 hedge funds and large institutions have $15.4B invested in iShares TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 292 increasing their positions, 241 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 40

115% more call options, than puts

Call options by funds: $8.04M | Put options by funds: $3.74M

21% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 241

14% more funds holding

Funds holding: 686 → 785 (+99)

3% more capital invested

Capital invested by funds: $14.9B → $15.4B (+$482M)

0.06% more ownership

Funds ownership: 64.05% → 64.11% (+0.06%)

5% less funds holding in top 10

Funds holding in top 10: 75 → 71 (-4)

Holders
785
Holders Change
+99
Holders Change %
+14.43%
% of All Funds
17.8%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.61%
New
146
Increased
292
Reduced
241
Closed
40
Calls
$8.04M
Puts
$3.74M
Net Calls
+$4.3M
Net Calls Change
+$2.08M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$195M
2
ACI
AMP Capital Investors
Australia
+$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$84.6M
4
TF
TIAA FSB
Florida
+$77M
5
Bank of America
Bank of America
North Carolina
+$67.8M

Top Sellers

Rank Fund Capital Flow
1
QI
QS Investors
New York
-$173M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$102M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.5M
4
WIM
Windhaven Investment Management
Massachusetts
-$73.1M
5
PFA
Pure Financial Advisors
California
-$57.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
776
Fagan Associates
New York
$1.31K +$9.67K +85 +0.7%
BAM
777
Barrett Asset Management
New York
$1K -$5.69K -50 -83%
NR
778
Newfound Research
Massachusetts
$1K -$114 -1 -11%
MIM
779
Macroview Investment Management
Maryland
$1K – – –
PCFFS
780
Pacific Center for Financial Services
California
$1K – – –
FCAS
781
First Command Advisory Services
Texas
$1K +$910 +8 New
JWA
782
JFS Wealth Advisors
Pennsylvania
$1K +$1.02K +9 New
TF
783
Tompkins Financial
New York
$1K +$1.25K +11 New
PCG
784
Private Capital Group
Connecticut
$544 +$543K +4,772 New
BHB
785
Bank Hapoalim BM
Israel
$204 – – –
PFA
786
Pure Financial Advisors
California
– -$57.8M -508,658 Closed
ICOA
787
Investment Centers of America
North Dakota
– -$8.76M -77,202 Closed
CLOS
788
Compagnie Lombard Odier SCmA
Switzerland
– -$8.11M -71,420 Closed
HFS
789
HL Financial Services
Kentucky
– -$3.43M -30,198 Closed
EF
790
Empirical Finance
Pennsylvania
– -$2.81M -24,703 Closed
BAM
791
Broadmark Asset Management
California
– -$2.79M -24,583 Closed
NPC
792
National Planning Corporation
California
– -$2.76M -24,308 Closed
WP
793
WealthPLAN Partners
Nebraska
– -$1.97M -17,376 Closed
SB
794
Simmons Bank
Arkansas
– -$1.8M -15,850 Closed
WCA
795
Westover Capital Advisors
Delaware
– -$1.52M -13,374 Closed
BSAM
796
Blue Sky Asset Management
Colorado
– -$1.35M -11,800 Closed
TNB
797
Thomasville National Bank
Georgia
– -$733K -6,450 Closed
RW
798
Rand Wealth
Maryland
– -$571K -5,025 Closed
PFS
799
Prospera Financial Services
Texas
– -$538K -4,738 Closed
VF
800
Virtu Financial
New York
– -$364K -3,203 Closed
30 31
32
33 34

TIP Hedge Fund Activity: Q4 2017 in Review

785 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2017, worth a combined $15.4B — up 3.2% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new TIP positions and 40 closed out — a net gain of 106 holders — while 292 added to existing stakes and 241 trimmed.

The largest buyer was Citigroup, adding an estimated $195M. The largest seller was QS Investors, cutting an estimated $173M.

  • 785 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2017, up from 686 in Q3 2017.
  • Funds reported $15.4B of iShares TIPS Bond ETF stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 146 funds opened new iShares TIPS Bond ETF positions in Q4 2017 and 40 closed out, a net change of +106 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2017 was Citigroup, an estimated $195M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2017 was QS Investors, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2017.