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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
LIA
876
LS Investment Advisors
Michigan
$15K +$14.5K +125 New
BCM
877
Brooktree Capital Management
Michigan
$15K +$15.1K +130 New
SCA
878
Stonebridge Capital Advisors
Minnesota
$14K – – –
OSAM
879
O'Shaughnessy Asset Management
Connecticut
$14K +$13.6K +117 New
WLPWM
880
Walled Lake Planning & Wealth Management
Illinois
$14K +$13.8K +119 New
QCMC
881
Quantum Capital Management (California)
California
$13K – – –
AF
882
Arrow Financial
New York
$12K – – –
HWM
883
Howard Wealth Management
Connecticut
$12K +$12.8K +110 New
GTAM
884
Global Trust Asset Management
Florida
$11K – – –
PB
885
Pinnacle Bancorp
Nebraska
$11K – – –
GAM
886
Gemmer Asset Management
California
$11K +$1.86K +16 +21%
AIM
887
Axiom Investment Management
New York
$10K – – –
TAM
888
Townsend Asset Management
North Carolina
$10K +$9.88K +85 New
IWP
889
IAG Wealth Partners
Wisconsin
$9K +$8.37K +72 New
PP
890
Pacifica Partners
Canada
$9K +$9.42K +81 New
ME
891
McIlrath & Eck
Washington
$8K – – –
SIAS
892
Shine Investment Advisory Services
Colorado
$8K – – –
MCM
893
McMillion Capital Management
North Carolina
$7K – – –
MWM
894
Maltin Wealth Management
New Jersey
$6K +$5.81K +50 New
VFA
895
Values First Advisors
Tennessee
$6K +$5.81K +50 New
BFO
896
Biltmore Family Office
North Carolina
$6K +$6.28K +54 New
CFG
897
CKW Financial Group
Hawaii
$6K +$6.28K +54 New
LC
898
Lindbrook Capital
California
$5K – – –
BBHC
899
Brown Brothers Harriman & Co
New York
$5K +$4.88K +42 New
AWA
900
Arkadios Wealth Advisors
Georgia
$4.29K +$4.18K +36 New
34 35
36
37 38

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.