We are live on ! Find out more
TIP icon

iShares TIPS Bond ETF
TIP

801 hedge funds and large institutions have $13.5B invested in iShares TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 185 increasing their positions, 384 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $7M | Put options by funds: $3.41M

20% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 95

16% more funds holding in top 10

Funds holding in top 10: 50 → 58 (+8)

1% more funds holding

Funds holding: 791 → 801 (+10)

0.72% less ownership

Funds ownership: 63.6% → 62.88% (-0.72%)

11% less capital invested

Capital invested by funds: $15.2B → $13.5B (-$1.69B)

52% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 384

Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
17.85%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
1.29%
New
114
Increased
185
Reduced
384
Closed
95
Calls
$7M
Puts
$3.41M
Net Calls
+$3.59M
Net Calls Change
+$1.51M

Top Buyers

Rank Fund Capital Flow
1
ACI
AMP Capital Investors
Australia
+$114M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$94.6M
3
3AM
3EDGE Asset Management
Florida
+$78.2M
4
SG Americas Securities
SG Americas Securities
New York
+$29.3M
5
BOS
Bingham Osborn & Scarborough
California
+$19M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$274M
2
Bank of America
Bank of America
North Carolina
-$264M
3
Goldman Sachs
Goldman Sachs
New York
-$219M
4
CWM
Cornerstone Wealth Management
Missouri
-$194M
5
Wells Fargo
Wells Fargo
California
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
776
Avestar Capital
New York
$4K – – –
CH
777
Canton Hathaway
Rhode Island
$4K – – –
GWMIA
778
Global Wealth Management Investment Advisory
Florida
$4K +$3.82K +35 New
LC
779
Lindbrook Capital
California
$4K +$4.91K +45 New
CFA
780
Camarda Financial Advisors
Florida
$3K – – –
CAW
781
Cornerstone Advisors (Washington)
Washington
$3K – – –
AWM
782
Aevitas Wealth Management
Massachusetts
$3K +$109 +1 +4%
BCA
783
Berman Capital Advisors
Georgia
$3K +$3.49K +32 New
NA
784
NewEdge Advisors
Louisiana
$2.39K +$2.15M +19,654 +898%
FMTCOCP
785
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
FFW
786
Fusion Family Wealth
New York
$2K – – –
SFG
787
SevenBridge Financial Group
Pennsylvania
$2K – – –
KPW
788
Kore Private Wealth
New York
$2K +$1.64K +15 New
BHWM
789
Bay Harbor Wealth Management
Maryland
$2K +$1.86K +17 New
CWM
790
Catamount Wealth Management
Connecticut
$2K +$1.86K +17 New
MWM
791
Mascoma Wealth Management
New Hampshire
$2K +$2.18K +20 New
POIA
792
Pin Oak Investment Advisors
Texas
$1K -$10.4K -95 -90%
LJHT
793
Laurie J. Hall Trustee
$1K – – –
MIM
794
Macroview Investment Management
Maryland
$1K – – –
NR
795
Newfound Research
Massachusetts
$1K – – –
PCFFS
796
Pacific Center for Financial Services
California
$1K – – –
BAM
797
Bruderman Asset Management
New York
$1K +$1.2K +11 New
FCAS
798
First Command Advisory Services
Texas
$1K +$1.2K +11 +138%
JWA
799
JFS Wealth Advisors
Pennsylvania
$1K +$1.2K +11 New
TWA
800
TCI Wealth Advisors
Arizona
$1K +$1.42K +13 New
30 31
32
33 34

TIP Hedge Fund Activity: Q4 2018 in Review

801 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2018, worth a combined $13.5B — down 11% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new TIP positions and 95 closed out — a net gain of 19 holders — while 185 added to existing stakes and 384 trimmed.

The largest buyer was AMP Capital Investors, adding an estimated $114M. The largest seller was JP Morgan Chase, cutting an estimated $274M.

  • 801 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2018, up from 791 in Q3 2018.
  • Funds reported $13.5B of iShares TIPS Bond ETF stock for Q4 2018, down 11% quarter-over-quarter.
  • 114 funds opened new iShares TIPS Bond ETF positions in Q4 2018 and 95 closed out, a net change of +19 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2018 was AMP Capital Investors, an estimated $114M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $274M sold.

Based on aggregated 13F filings for Q4 2018.