iShares TIPS Bond ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$195M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$193M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.6M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$77M |
| 5 |
Bank of America
Charlotte,
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
Altamonte Springs,
Florida
|
-$102M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$81.5M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$73.1M |
| 5 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$57.8M |
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.