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iShares TIPS Bond ETF
TIP

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
926
Holders Change
+122
Holders Change %
+15.17%
% of All Funds
18.25%
Holding in Top 10
57
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+23.91%
% of All Funds
1.12%
New
189
Increased
296
Reduced
307
Closed
57
Calls
$3.51M
Puts
$11.6M
Net Calls
-$8.14M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$251M
2
MMI
Matson Money Inc
Ohio
+$135M
3
Morgan Stanley
Morgan Stanley
New York
+$60M
4
PWAG
Polaris Wealth Advisory Group
California
+$44.3M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$35.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$262M
2
Goldman Sachs
Goldman Sachs
New York
-$226M
3
M&T Bank
M&T Bank
New York
-$106M
4
Citigroup
Citigroup
New York
-$102M
5
CSIA
Charles Schwab Investment Advisory
California
-$29.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
176
MUFG Americas
New York
$5.02M -$142K -1,224 -3%
EDRH
177
Edmond de Rothschild Holding
Switzerland
$5M -$1.11M -9,584 -18%
CA
178
Cambridge Associates
Massachusetts
$4.95M +$3.49M +30,045 +241%
HR
179
Hardy Reed
Mississippi
$4.95M -$609K -5,240 -11%
Creative Planning
180
Creative Planning
Kansas
$4.93M -$21.6K -186 -0.4%
SWMG
181
Signature Wealth Management Group
Georgia
$4.93M +$89.9K +773 +2%
LG
182
LaFleur & Godfrey
Michigan
$4.87M – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$4.82M – – –
Squarepoint
184
Squarepoint
New York
$4.81M +$4.8M +41,297 New
APA
185
American Portfolios Advisors
New York
$4.81M +$92.4K +795 +2%
FA
186
Forefront Analytics
Pennsylvania
$4.78M +$109K +934 +2%
VFA
187
Voya Financial Advisors
Connecticut
$4.74M -$32.7K -281 -0.7%
SIAM
188
Sterling Investment Advisors (Missouri)
Missouri
$4.7M -$87.3K -751 -2%
PCM
189
Prelude Capital Management
New York
$4.66M – – –
UBS AM
190
UBS AM
Illinois
$4.66M -$6.22M -53,528 Closed
MWM
191
Moulton Wealth Management
Washington
$4.61M +$4.55M +39,176 New
JWCA
192
J.W. Cole Advisors
Florida
$4.58M +$4.57M +39,321 New
CFB
193
Cullen/Frost Bankers
Texas
$4.55M +$280K +2,408 +7%
AAM
194
Ameraudi Asset Management
New York
$4.52M +$4.51M +38,794 New
PI
195
PFS Investments
Georgia
$4.45M +$159K +1,369 +4%
SIA
196
Starfire Investment Advisers
Michigan
$4.43M -$42.7K -367 -1%
FCC
197
Florin Court Capital
United Kingdom
$4.42M +$523K +4,500 +13%
WC
198
Whitney & Co
New York
$4.36M +$209K +1,795 +5%
FA
199
FDx Advisors
Illinois
$4.3M -$442K -3,803 -9%
PI
200
PHH Investments
Texas
$4.18M +$270K +2,323 +7%
6 7
8
9 10

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.