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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
RMAM
851
Raab & Moskowitz Asset Management
New Jersey
$27K +$27.6K +237 New
Northern Trust
852
Northern Trust
Illinois
$27K +$51.4K +442 +2%
TCM
853
Tradewinds Capital Management
Washington
$26K – – –
WP
854
WealthShield Partners
North Carolina
$26K – – –
ZB
855
Zions Bancorporation
Utah
$25K -$247K -2,126 -91%
BWM
856
BerganKDV Wealth Management
Minnesota
$25K – – –
LTI
857
Laffer Tengler Investments
Tennessee
$23.3K – – –
BAM
858
BTS Asset Management
Massachusetts
$23K – – –
FWM
859
Filbrandt Wealth Management
Wisconsin
$23K +$23.6K +203 New
HI
860
Hudock Inc
Pennsylvania
$22K +$116 +1 +0.5%
AC
861
AlphaCore Capital
California
$22K +$22.3K +192 New
PMFA
862
Plante Moran Financial Advisors
Michigan
$21K -$64.9K -558 -75%
CDIA
863
Capital Directions Investment Advisors
Georgia
$21K -$38.4K -330 -64%
PFSC
864
Peoples Financial Services Corp
Pennsylvania
$21K – – –
RWA
865
Ropes Wealth Advisors
Massachusetts
$21K – – –
BAM
866
Bellevue Asset Management
Washington
$21K +$20.9K +180 New
WB
867
West Bancorporation
Iowa
$20K +$19.9K +171 New
TWP
868
TFO Wealth Partners
Ohio
$20K +$20K +172 New
ADL
869
Asset Dedication LLC
California
$18K – – –
IAS
870
IMA Advisory Services
Colorado
$17K – – –
FCMT
871
Founders Capital Management (Texas)
Texas
$16K – – –
CAAS
872
Capital Asset Advisory Services
Michigan
$16K +$15.6K +134 New
HWA
873
Heritage Wealth Advisors
Virginia
$15.4K +$116 +1 +0.8%
BWA
874
BDO Wealth Advisors
Florida
$15K – – –
DAM
875
Delta Asset Management
Tennessee
$15K – – –
33 34
35
36 37

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.