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iShares TIPS Bond ETF
TIP

448 hedge funds and large institutions have $6.83B invested in iShares TIPS Bond ETF in 2013 Q2 according to their latest regulatory filings, with 448 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $4M | Put options by funds: $1.7M

48.1% more ownership

Funds ownership: 0% → 48.1% (+48%)

Holders
448
Holders Change
+448
Holders Change %
–
% of All Funds
14.62%
Holding in Top 10
54
Holding in Top 10 Change
+54
Holding in Top 10 Change %
% of All Funds
1.76%
New
448
Increased
–
Reduced
–
Closed
–
Calls
$4M
Puts
$1.7M
Net Calls
+$2.3M
Net Calls Change
+$2.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
101
BlackRock
New York
$7.6M +$8.03M +67,831 New
Invesco
102
Invesco
Georgia
$7.56M – – –
SSB
103
Sandy Spring Bank
Maryland
$7.52M +$7.94M +67,112 New
FCIM
104
Fairview Capital Investment Management
California
$7.5M +$7.93M +67,004 New
DADC
105
D.A. Davidson & Co
Montana
$7.46M +$7.88M +66,561 New
FIAS
106
FinTrust Investment Advisory Services
South Carolina
$7.42M +$7.83M +66,202 New
AWM
107
Affinity Wealth Management
Delaware
$7.39M +$7.81M +66,018 New
MFS
108
MSI Financial Services
Massachusetts
$7.39M +$7.81M +65,977 New
KCG
109
Knight Capital Group
$7.21M +$7.62M +64,400 New
WCWM
110
Wooster Corthell Wealth Management
Connecticut
$7.09M +$7.49M +63,292 New
CTC
111
Central Trust Company
Missouri
$7.05M +$7.45M +62,936 New
First Trust Advisors
112
First Trust Advisors
Illinois
$6.93M +$7.33M +61,907 New
RFS
113
Rockefeller Financial Services
New York
$6.79M +$7.18M +60,635 New
FAAS
114
First Allied Advisory Services
California
$6.62M +$7.02M +59,326 New
ICOA
115
Investment Centers of America
North Dakota
$6.59M +$6.98M +58,947 New
CT
116
Coastline Trust
Rhode Island
$6.54M +$6.91M +58,372 New
HSBC Holdings
117
HSBC Holdings
United Kingdom
$6.51M +$6.89M +58,245 New
VFS
118
VSR Financial Services
Kansas
$6.37M +$6.73M +56,866 New
GIA
119
Granite Investment Advisors
New Hampshire
$6.31M +$6.67M +56,335 New
BSWMG
120
Barrington Strategic Wealth Management Group
Illinois
$6.03M +$6.37M +53,851 New
BSB
121
Bangor Savings Bank
Maine
$5.96M +$6.3M +53,255 New
AIA
122
Alerus Investment Advisors
Minnesota
$5.7M +$6.02M +50,909 New
NMLIC
123
Northwestern Mutual Life Insurance Company
Wisconsin
$5.62M +$5.93M +50,104 New
ECM
124
Exchange Capital Management
Michigan
$5.51M +$5.82M +49,192 New
SIC
125
Sigma Investment Counselors
Michigan
$5.36M +$5.66M +47,838 New
3 4
5
6 7

TIP Hedge Fund Activity: Q2 2013 in Review

448 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2013, worth a combined $6.83B.

Buyers outnumbered sellers: 448 funds opened new TIP positions and 0 closed out — a net gain of 448 holders — while 0 added to existing stakes and 0 trimmed.

  • 448 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $6.83B of iShares TIPS Bond ETF stock for Q2 2013.
  • 448 funds opened new iShares TIPS Bond ETF positions in Q2 2013 and 0 closed out, a net change of +448 holders.

Based on aggregated 13F filings for Q2 2013.