We are live on ! Find out more
TIP icon

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
IRC
901
Investors Research Corp
Georgia
$4K +$3.72K +32 New
TFA
902
Toth Financial Advisory
Virginia
$3K -$3.02K -26 -49%
LFG
903
LifePlan Financial Group
Ohio
$3K – – –
MM
904
Main Management
California
$3K – – –
FBT
905
First Bank & Trust
South Dakota
$3K +$2.56K +22 New
CAGAS
906
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
FMTCOCP
907
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
WCG
908
Weaver Consulting Group
California
$2K – – –
LPWM
909
Lake Point Wealth Management
Texas
$2K +$1.51K +13 New
DTIM
910
Danda Trouve Investment Management
Kansas
$2K +$1.63K +14 New
KPW
911
Kore Private Wealth
New York
$2K +$1.74K +15 New
AP
912
Arlington Partners
Alabama
$2K +$2.33K +20 New
DC
913
DeDora Capital
California
$2K +$2.33K +20 New
LDFR
914
Lehman & Derafelo Financial Resources
Pennsylvania
$1K -$930 -8 -50%
SIS
915
Sound Income Strategies
Florida
$1K -$930 -8 -57%
FCAS
916
First Command Advisory Services
Texas
$1K – – –
JWA
917
JFS Wealth Advisors
Pennsylvania
$1K – – –
MIM
918
Macroview Investment Management
Maryland
$1K – – –
NR
919
Newfound Research
Massachusetts
$1K – – –
PCFFS
920
Pacific Center for Financial Services
California
$1K – – –
POIA
921
Pin Oak Investment Advisors
Texas
$1K – – –
RCM
922
Rain Capital Management
Oregon
$1K +$116 +1 +17%
FWP
923
FAS Wealth Partners
Kansas
$1K +$581 +5 New
PCA
924
Providence Capital Advisors
North Carolina
$1K +$698 +6 New
GWMIA
925
Global Wealth Management Investment Advisory
Florida
$1K +$814 +7 +233%
35 36
37
38 39

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.