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iShares TIPS Bond ETF
TIP

817 hedge funds and large institutions have $12.7B invested in iShares TIPS Bond ETF in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 281 increasing their positions, 349 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.26% more ownership

Funds ownership: 54.57% → 61.83% (+7.3%)

6% more capital invested

Capital invested by funds: $11.9B → $12.7B (+$732M)

4% more funds holding in top 10

Funds holding in top 10: 46 → 48 (+2)

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

1% less funds holding

Funds holding: 825 → 817 (-8)

19% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 349

82% less call options, than puts

Call options by funds: $7.88M | Put options by funds: $44.3M

Holders
817
Holders Change
-8
Holders Change %
-0.97%
% of All Funds
17.75%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.04%
New
67
Increased
281
Reduced
349
Closed
62
Calls
$7.88M
Puts
$44.3M
Net Calls
-$36.4M
Net Calls Change
-$35.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$202M
2
Goldman Sachs
Goldman Sachs
New York
+$164M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$150M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
5
SG Americas Securities
SG Americas Securities
New York
+$110M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$141M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$134M
3
Citigroup
Citigroup
New York
-$73.1M
4
Stifel Financial
Stifel Financial
Missouri
-$34.8M
5
CSIA
Charles Schwab Investment Advisory
California
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
876
Global Wealth Management Investment Advisory
Florida
– -$1.82K -16 -84%
KPW
877
Kore Private Wealth
New York
– -$2K -15 Closed
RFM
878
Royal Fund Management
Florida
– -$1K -15 Closed
LWM
879
Lenox Wealth Management
Ohio
– +$682 +6 New
32 33 34 35
36

TIP Hedge Fund Activity: Q2 2019 in Review

817 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2019, worth a combined $12.7B — up 6.1% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new TIP positions and 62 closed out — a net gain of 5 holders — while 281 added to existing stakes and 349 trimmed.

The largest buyer was BlackRock, adding an estimated $202M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $141M.

  • 817 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2019, down from 825 in Q1 2019.
  • Funds reported $12.7B of iShares TIPS Bond ETF stock for Q2 2019, up 6.1% quarter-over-quarter.
  • 67 funds opened new iShares TIPS Bond ETF positions in Q2 2019 and 62 closed out, a net change of +5 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2019 was BlackRock, an estimated $202M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $141M sold.

Based on aggregated 13F filings for Q2 2019.