iShares TIPS Bond ETF
921 hedge funds and large institutions have $13.4B invested in iShares TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 359 increasing their positions, 296 reducing their positions, and 77 closing their positions.
45% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 77
27% more call options, than puts
Call options by funds: $40.4M | Put options by funds: $31.8M
21% more repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 296
15% more funds holding in top 10
Funds holding in top 10: 61 → 70 (+9)
5% more capital invested
Capital invested by funds: $12.8B → $13.4B (+$676M)
3% more funds holding
Funds holding: 896 → 921 (+25)
0.7% more ownership
Funds ownership: 63.89% → 64.59% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
+$233M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$161M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$159M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$143M |
| 5 |
BlackRock
New York
|
+$79.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$685M |
| 2 |
JP Morgan Chase
New York
|
-$399M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$332M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$49M |
| 5 |
Citigroup
New York
|
-$36.2M |
TIP Hedge Fund Activity: Q2 2020 in Review
921 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2020, worth a combined $13.4B — up 5.3% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new TIP positions and 77 closed out — a net gain of 35 holders — while 359 added to existing stakes and 296 trimmed.
The largest buyer was Commonwealth of Pennsylvania Public School Employees Retirement System, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $685M.
- 921 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2020, up from 896 in Q1 2020.
- Funds reported $13.4B of iShares TIPS Bond ETF stock for Q2 2020, up 5.3% quarter-over-quarter.
- 112 funds opened new iShares TIPS Bond ETF positions in Q2 2020 and 77 closed out, a net change of +35 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2020 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $233M added.
- The largest iShares TIPS Bond ETF seller in Q2 2020 was Morgan Stanley, an estimated $685M sold.
Based on aggregated 13F filings for Q2 2020.