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iShares TIPS Bond ETF
TIP

675 hedge funds and large institutions have $14.3B invested in iShares TIPS Bond ETF in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 269 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $6.18M | Put options by funds: $2.6M

29% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 51

22% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 221

13% more funds holding in top 10

Funds holding in top 10: 63 → 71 (+8)

6% more capital invested

Capital invested by funds: $13.6B → $14.3B (+$749M)

1% more funds holding

Funds holding: 667 → 675 (+8)

0.82% more ownership

Funds ownership: 60.82% → 61.63% (+0.82%)

Holders
675
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
16.83%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
1.77%
New
66
Increased
269
Reduced
221
Closed
51
Calls
$6.18M
Puts
$2.6M
Net Calls
+$3.58M
Net Calls Change
+$1.46M

Top Buyers

Rank Fund Capital Flow
1
BA
Bridgewater Associates
Connecticut
+$141M
2
SIM
Scottrade Investment Management
Missouri
+$106M
3
WIM
Windhaven Investment Management
Massachusetts
+$101M
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$94.8M
5
LPL Financial
LPL Financial
California
+$78.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$217M
2
Franklin Resources
Franklin Resources
California
-$162M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$49M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$42.3M
5
UBS Group
UBS Group
Switzerland
-$31.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
76
Zhang Financial
Michigan
$15.2M +$117K +1,024 +0.8%
RFS
77
Rockefeller Financial Services
New York
$15.1M +$173K +1,513 +1%
EAMA
78
EFG Asset Management (Americas)
Florida
$15.1M -$2.55M -22,350 -14%
SGAM
79
Steinberg Global Asset Management
Florida
$14.6M +$3.95M +34,568 +37%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$14.6M -$424K -3,706 -3%
CS
81
Credit Suisse
Switzerland
$14.6M +$4.12M +36,087 +39%
SWM
82
SigFig Wealth Management
California
$14.2M +$1.1M +9,666 +8%
RWM
83
Ritholtz Wealth Management
New York
$13.6M +$13.7M +119,541 New
KA
84
Klingman & Associates
New York
$13.4M -$67.9K -594 -0.5%
AA
85
ALPS Advisors
Colorado
$13.3M +$288K +2,519 +2%
Citigroup
86
Citigroup
New York
$12.6M +$817K +7,152 +7%
SB
87
Suntrust Banks
Georgia
$12.6M -$2.68M -23,492 -17%
TFA
88
Transamerica Financial Advisors
Florida
$12.3M -$1.16M -10,148 -9%
EC
89
Estate Counselors
Wisconsin
$12.2M +$2.34M +20,445 +23%
CTB
90
Country Trust Bank
Illinois
$12M +$478K +4,182 +4%
SHGA
91
Sand Hill Global Advisors
California
$11.8M +$11.9M +104,417 New
KP
92
Keel Point
Alabama
$11.8M -$701K -6,130 -6%
GC
93
Guggenheim Capital
Illinois
$11.8M +$592K +5,179 +5%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$11.5M -$2.59M -22,629 -18%
AAP
95
Arax Advisory Partners
Colorado
$11.5M +$742K +6,491 +7%
AA
96
Alesco Advisors
New York
$11.4M +$343K +3,000 +3%
PAG
97
Private Advisor Group
New Jersey
$11.4M +$254K +2,227 +2%
MIS
98
Morningstar Investment Services
Illinois
$11.2M +$247K +2,161 +2%
PAS
99
Park Avenue Securities
New York
$11.1M +$11.3M +98,965 New
FCIM
100
Fairview Capital Investment Management
California
$11.1M +$12.5K +109 +0.1%
2 3
4
5 6

TIP Hedge Fund Activity: Q2 2017 in Review

675 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2017, worth a combined $14.3B — up 5.5% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TIP positions and 51 closed out — a net gain of 15 holders — while 269 added to existing stakes and 221 trimmed.

The largest buyer was Bridgewater Associates, opening a new position worth an estimated $141M. The largest seller was Bank of America, cutting an estimated $217M.

  • 675 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2017, up from 667 in Q1 2017.
  • Funds reported $14.3B of iShares TIPS Bond ETF stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 66 funds opened new iShares TIPS Bond ETF positions in Q2 2017 and 51 closed out, a net change of +15 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2017 was Bridgewater Associates, an estimated $141M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2017 was Bank of America, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2017.