We are live on ! Find out more
TIP icon

iShares TIPS Bond ETF

804 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 281 increasing their positions, 327 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 61.83%61.42% (-0.41%)

1% less capital invested

Capital invested by funds: $12.7B → $12.6B (-$79.6M)

9% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 74

2% less funds holding

Funds holding: 817804 (-13)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

14% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 327

77% less call options, than puts

Call options by funds: $5.64M | Put options by funds: $24.9M

Holders
804
Holders Change
-13
Holders Change %
-1.59%
% of All Funds
17.63%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.01%
New
67
Increased
281
Reduced
327
Closed
74
Calls
$5.64M
Puts
$24.9M
Net Calls
-$19.3M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
151
Hardy Reed
Mississippi
$5.55M -$4.02M -34,621 -42%
BAM
152
Belpointe Asset Management
Nevada
$5.53M -$464K -3,995 -8%
BUB
153
BBVA USA Bancshares
Texas
$5.45M -$46.8K -403 -0.9%
SPC
154
Sigma Planning Corp
Michigan
$5.38M -$549K -4,733 -9%
BCI
155
Brinker Capital Investments
Pennsylvania
$5.2M -$407K -3,505 -7%
COI
156
Connable Office Inc
Michigan
$5.19M -$7.66K -66 -0.1%
MA
157
MUFG Americas
New York
$5.15M -$333K -2,868 -6%
NAM
158
NorthCoast Asset Management
Connecticut
$5.14M -$502K -4,328 -9%
WPIC
159
White Pine Investment Company
Michigan
$5.12M +$98.9K +852 +2%
Creative Planning
160
Creative Planning
Kansas
$4.94M -$87.8K -756 -2%
LG
161
LaFleur & Godfrey
Michigan
$4.86M -$5.8K -50 -0.1%
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$4.84M +$709K +6,108 +17%
SWMG
163
Signature Wealth Management Group
Georgia
$4.83M -$12.7K -109 -0.3%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$4.82M
SIAM
165
Sterling Investment Advisors (Missouri)
Missouri
$4.77M +$12.9K +111 +0.3%
VFA
166
Voya Financial Advisors
Connecticut
$4.75M +$792K +6,820 +20%
FA
167
FDx Advisors
Illinois
$4.73M +$3.78M +32,536 +400%
APA
168
American Portfolios Advisors
New York
$4.71M -$120K -1,031 -2%
FA
169
Forefront Analytics
Pennsylvania
$4.66M -$6.91M -59,566 -60%
PCM
170
Prelude Capital Management
New York
$4.65M +$4.64M +40,000 New
SIA
171
Starfire Investment Advisers
Michigan
$4.46M +$1.86K +16 +0%
WIC
172
Woodmont Investment Counsel
Tennessee
$4.4M -$66.7K -575 -1%
FTIOP
173
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.35M -$57.3K -494 -1%
ASN
174
Advisory Services Network
Georgia
$4.32M
PI
175
PFS Investments
Georgia
$4.28M +$4.27M +36,809 New

TIP Hedge Fund Activity: Q3 2019 in Review

804 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2019, worth a combined $12.6B — down 0.63% from $12.7B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of TIP and 67 opened new positions — a net loss of 7 holders — while 327 trimmed existing stakes and 281 added.

The largest buyer was JP Morgan Chase, adding an estimated $226M. The largest seller was Envestnet Asset Management, cutting an estimated $169M.

  • 804 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2019, down from 817 in Q2 2019.
  • Funds reported $12.6B of iShares TIPS Bond ETF stock for Q3 2019, down 0.63% quarter-over-quarter.
  • 67 funds opened new iShares TIPS Bond ETF positions in Q3 2019 and 74 closed out, a net change of -7 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $226M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2019.