iShares TIPS Bond ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$251M |
| 2 |
MMI
Matson Money Inc
Mason,
Ohio
|
+$135M |
| 3 |
Morgan Stanley
New York
|
+$60M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$44.3M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$262M |
| 2 |
Goldman Sachs
New York
|
-$226M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$106M |
| 4 |
Citigroup
New York
|
-$102M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$29.7M |
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.