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
LWM
926
Lenox Wealth Management
Ohio
$1K +$814 +7 +140%
LAS
927
Lloyd Advisory Services
Georgia
$1K +$814 +7 New
RG
928
Retirement Group
California
$1K +$1.05K +9 New
CHAM
929
Clear Harbor Asset Management
Connecticut
$350 +$349 +3 New
LS
930
Leelyn Smith
Illinois
$12 +$11.9K +102 New
M&T Bank
931
M&T Bank
New York
– -$106M -911,238 Closed
Jane Street
932
Jane Street
New York
– -$25.9M -222,601 Closed
EW
933
Evoke Wealth
California
– -$14.2M -122,526 Closed
N
934
Natixis
France
– -$8.54M -73,435 Closed
OMC
935
Old Mission Capital
Illinois
– -$6.42M -55,200 Closed
Axa
936
Axa
France
– -$3.67M -31,590 Closed
AIA
937
Avalon Investment & Advisory
Texas
– -$3.6M -30,989 Closed
Renaissance Technologies
938
Renaissance Technologies
New York
– -$1.79M -15,375 Closed
SP
939
Sarasin & Partners
United Kingdom
– -$1.22M -10,529 Closed
IHL
940
Investment House LLC
California
– -$928K -7,981 Closed
VCM
941
Virtue Capital Management
Tennessee
– -$881K -7,579 Closed
CCT
942
Chemung Canal Trust
New York
– -$488K -4,200 Closed
RCG
943
Ruggie Capital Group
Florida
– -$429K -3,690 Closed
W
944
WealthOne
New York
– -$393K -3,379 Closed
VAS
945
Vestmark Advisory Solutions
Massachusetts
– -$383K -3,296 Closed
LC
946
Landaas & Company
Wisconsin
– -$330K -2,842 Closed
PP
947
Palladium Partners
Virginia
– -$271K -2,449 Closed
BRWM
948
B. Riley Wealth Management
Tennessee
– -$278K -2,388 Closed
CWP
949
Capital Wealth Planning
Florida
– -$266K -2,293 Closed
VCWA
950
Vanguard Capital Wealth Advisors
Colorado
– -$262K -2,254 Closed
36 37
38
39 40

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.