iShares TIPS Bond ETF
896 hedge funds and large institutions have $12.8B invested in iShares TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 240 increasing their positions, 435 reducing their positions, and 99 closing their positions.
7% more funds holding in top 10
Funds holding in top 10: 57 → 61 (+4)
2.19% more ownership
Funds ownership: 61.7% → 63.89% (+2.2%)
1% less capital invested
Capital invested by funds: $12.9B → $12.8B (-$107M)
3% less funds holding
Funds holding: 926 → 896 (-30)
19% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 99
31% less call options, than puts
Call options by funds: $8.66M | Put options by funds: $12.5M
45% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 435
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$809M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$554M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$291M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$84M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$467M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$439M |
| 3 |
JP Morgan Chase
New York
|
-$341M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$133M |
| 5 |
BlackRock
New York
|
-$123M |
TIP Hedge Fund Activity: Q1 2020 in Review
896 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2020, worth a combined $12.8B — down 0.83% from $12.9B a quarter earlier.
Sellers outnumbered buyers: 99 funds closed out of TIP and 80 opened new positions — a net loss of 19 holders — while 435 trimmed existing stakes and 240 added.
The largest buyer was Morgan Stanley, adding an estimated $809M. The largest seller was Bank of America, cutting an estimated $467M.
- 896 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2020, down from 926 in Q4 2019.
- Funds reported $12.8B of iShares TIPS Bond ETF stock for Q1 2020, down 0.83% quarter-over-quarter.
- 80 funds opened new iShares TIPS Bond ETF positions in Q1 2020 and 99 closed out, a net change of -19 holders.
- The largest iShares TIPS Bond ETF buyer in Q1 2020 was Morgan Stanley, an estimated $809M added.
- The largest iShares TIPS Bond ETF seller in Q1 2020 was Bank of America, an estimated $467M sold.
Based on aggregated 13F filings for Q1 2020.