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iShares TIPS Bond ETF
TIP

926 hedge funds and large institutions have $12.9B invested in iShares TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 296 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 57

24% more funds holding in top 10

Funds holding in top 10: 46 → 57 (+11)

15% more funds holding

Funds holding: 804 → 926 (+122)

2% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$271M)

0.28% more ownership

Funds ownership: 61.42% → 61.7% (+0.28%)

4% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 307

70% less call options, than puts

Call options by funds: $3.51M | Put options by funds: $11.6M

Holders
926
Holders Change
+122
Holders Change %
+15.17%
% of All Funds
18.25%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.12%
New
189
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$251M
2
MMI
Matson Money Inc
Ohio
+$135M
3
Morgan Stanley
Morgan Stanley
New York
+$60M
4
PWAG
Polaris Wealth Advisory Group
California
+$44.3M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$35.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$262M
2
Goldman Sachs
Goldman Sachs
New York
-$226M
3
M&T Bank
M&T Bank
New York
-$106M
4
Citigroup
Citigroup
New York
-$102M
5
CSIA
Charles Schwab Investment Advisory
California
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
826
Moisand Fitzgerald Tamayo
Florida
$55K – – –
VRM
827
Vectors Research Management
New York
$55K +$30.9K +266 +128%
SFSG
828
Stearns Financial Services Group
North Carolina
$53K +$116 +1 +0.2%
FMII
829
Farmers & Merchants Investments Inc
Nebraska
$50K – – –
ST
830
Smithfield Trust
Pennsylvania
$47K -$16.9K -145 -26%
AP
831
Atwood & Palmer
Missouri
$47K – – –
BCV
832
Banque Cantonale Vaudoise
Switzerland
$47K +$46.5K +400 New
HCM
833
Highlander Capital Management
New Jersey
$46K +$116 +1 +0.3%
Kayne Anderson Rudnick Investment Management
834
Kayne Anderson Rudnick Investment Management
California
$45K -$54.2K -466 -55%
VFA
835
Valeo Financial Advisors
Indiana
$45K -$13.3K -114 -23%
SIC
836
Salem Investment Counselors
North Carolina
$45K – – –
PFPT
837
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K +$45.1K +388 New
MCM
838
Manchester Capital Management
Vermont
$44K +$46.5K +400 New
FEG
839
Financial Enhancement Group
Indiana
$41K – – –
MSFP
840
Mark Sheptoff Financial Planning
Connecticut
$38K – – –
CG
841
Cutler Group
California
$34K – – –
ACA
842
Aptus Capital Advisors
Alabama
$34K +$35.5K +305 New
OSNBOA
843
Old Second National Bank of Aurora
Illinois
$33K – – –
FCB
844
First Command Bank
Texas
$32K – – –
FCFS
845
First Command Financial Services
Texas
$32K – – –
PAIM
846
Punch & Associates Investment Management
Minnesota
$31K +$30.5K +262 New
CB
847
CNB Bank
Pennsylvania
$29K -$23.3K -200 -45%
VCS
848
Vaughan & Co Securities
New Jersey
$28.6K +$28.5K +245 New
TF
849
TimeScale Financial
Massachusetts
$28K – – –
KPCM
850
Kings Point Capital Management
New York
$27K – – –
32 33
34
35 36

TIP Hedge Fund Activity: Q4 2019 in Review

926 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2019, worth a combined $12.9B — up 2.1% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new TIP positions and 57 closed out — a net gain of 132 holders — while 296 added to existing stakes and 307 trimmed.

The largest buyer was BlackRock, adding an estimated $251M. The largest seller was JP Morgan Chase, cutting an estimated $262M.

  • 926 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2019, up from 804 in Q3 2019.
  • Funds reported $12.9B of iShares TIPS Bond ETF stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 189 funds opened new iShares TIPS Bond ETF positions in Q4 2019 and 57 closed out, a net change of +132 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2019 was BlackRock, an estimated $251M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2019 was JP Morgan Chase, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2019.