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iShares TIPS Bond ETF

825 hedge funds and large institutions have $11.9B invested in iShares TIPS Bond ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 238 increasing their positions, 372 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 57

3% more funds holding

Funds holding: 801825 (+24)

7% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $12M

8.31% less ownership

Funds ownership: 62.88%54.57% (-8.3%)

12% less capital invested

Capital invested by funds: $13.5B → $11.9B (-$1.57B)

21% less funds holding in top 10

Funds holding in top 10: 5846 (-12)

36% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 372

Holders
825
Holders Change
+24
Holders Change %
+3%
% of All Funds
17.86%
Holding in Top 10
46
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.69%
% of All Funds
1%
New
92
Increased
238
Reduced
372
Closed
57
Calls
$11.2M
Puts
$12M
Net Calls
-$825K
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
NSLI
826
Nan Shan Life Insurance
Taiwan
-$26.8M -244,359 Closed
B
827
Barings
North Carolina
-$7.29M -66,542 Closed
BFPW
828
BOK Financial Private Wealth
Colorado
-$7.13M -65,080 Closed
BAAM
829
Baker Avenue Asset Management
California
-$4.16M -37,948 Closed
LBD
830
Landsberg Bennett & Dubbaneh
Florida
-$4.07M -37,127 Closed
WA
831
WESPAC Advisors
California
-$1.81M -16,533 Closed
Susquehanna International Group
832
Susquehanna International Group
Pennsylvania
-$1.57M -14,111 Closed
CCWA
833
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.23M -11,265 Closed
BWM
834
BT Wealth Management
Georgia
-$1.17M -10,543 Closed
HC
835
Hamilton Capital
Ohio
-$1.03M -9,288 Closed
SCA
836
Stokes Capital Advisors
South Carolina
-$911K -8,320 Closed
WA
837
Winfield Associates
Ohio
-$696K -6,358 Closed
PCM
838
Peak Capital Management
Colorado
-$619K -5,655 Closed
CCM
839
Crabel Capital Management
California
-$463K -4,230 Closed
BWAM
840
Boyd Watterson Asset Management
Ohio
-$401K -3,661 Closed
SCC
841
Spring Creek Capital
Kansas
-$394K -3,597 Closed
QAM
842
Questar Asset Management
Minnesota
-$391K -3,567 Closed
DWT
843
Dorsey & Whitney Trust
South Dakota
-$341K -3,120 Closed
JFGLC
844
Johnson Financial Group LLC (Colorado)
Colorado
-$333K -3,045 Closed
FPCG
845
Fort Pitt Capital Group
Pennsylvania
-$311K -2,838 Closed
BAM
846
Belpointe Asset Management
Nevada
-$257K -2,348 Closed
MC
847
Moors & Cabot
Massachusetts
-$247K -2,292 Closed
ACM
848
AlphaStar Capital Management
North Carolina
-$249K -2,281 Closed
Parallax Volatility Advisers
849
Parallax Volatility Advisers
California
-$248K -2,240 -100%
BKA
850
Brick & Kyle Associates
Pennsylvania
-$228K -2,085 Closed

TIP Hedge Fund Activity: Q1 2019 in Review

825 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2019, worth a combined $11.9B — down 12% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new TIP positions and 57 closed out — a net gain of 35 holders — while 238 added to existing stakes and 372 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $145M. The largest seller was TIAA FSB, cutting an estimated $1.74B.

  • 825 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2019, up from 801 in Q4 2018.
  • Funds reported $11.9B of iShares TIPS Bond ETF stock for Q1 2019, down 12% quarter-over-quarter.
  • 92 funds opened new iShares TIPS Bond ETF positions in Q1 2019 and 57 closed out, a net change of +35 holders.
  • The largest iShares TIPS Bond ETF buyer in Q1 2019 was Manulife (Manufacturers Life Insurance), an estimated $145M added.
  • The largest iShares TIPS Bond ETF seller in Q1 2019 was TIAA FSB, an estimated $1.74B sold.

Based on aggregated 13F filings for Q1 2019.