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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
CCG
951
Cypress Capital Group
Florida
– -$245K -2,108 Closed
VA
952
Valmark Advisers
Ohio
– -$241K -2,070 Closed
MGIA
953
Moneta Group Investment Advisors
Missouri
– -$239K -2,055 Closed
UBV
954
United Bank (Virginia)
Virginia
– -$230K -1,978 Closed
LA
955
Legacy Advisors
Pennsylvania
– -$210K -1,805 Closed
WAM
956
Weatherly Asset Management
California
– -$209K -1,795 Closed
ONB
957
Old National Bancorp
Indiana
– -$207K -1,780 Closed
BMM
958
Berkshire Money Management
Massachusetts
– -$202K -1,735 Closed
WCM
959
Whitener Capital Management
North Carolina
– -$107K -925 Closed
TA
960
Thor Advisors
New York
– -$107K -922 Closed
1832 Asset Management
961
1832 Asset Management
Ontario, Canada
– -$97K -833 Closed
PW
962
Price Wealth
Texas
– -$78K -675 Closed
NIC
963
Northwest Investment Counselors
Oregon
– -$58K -498 Closed
FNBOSM
964
First National Bank of South Miami
Florida
– -$47K -400 Closed
QCIG
965
Quad-Cities Investment Group
Iowa
– -$46K -386 Closed
SCA
966
Strategic Capital Advisers
Colorado
– -$40K -343 Closed
ACA
967
Atlas Capital Advisors
Wyoming
– -$34.8K -299 Closed
GWAG
968
Garrett Wealth Advisory Group
Texas
– -$33.1K -285 Closed
SRC
969
Shufro Rose & Co
New York
– -$30K -260 Closed
SB
970
Strategic Blueprint
Georgia
– -$27K -229 Closed
ETI
971
Enterprise Trust & Investment
California
– -$27K -228 Closed
FEM
972
Fulcrum Equity Management
Texas
– -$15K -131 Closed
AM
973
Atwater Malick
Pennsylvania
– -$14K -119 Closed
SWP
974
Strategic Wealth Partners
Ohio
– -$11 -100 Closed
EI
975
Ellevest Inc
New York
– -$10K -85 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.