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iShares TIPS Bond ETF
TIP

464 hedge funds and large institutions have $6.31B invested in iShares TIPS Bond ETF in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 210 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $6.24M | Put options by funds: $3.41M

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $5.86B → $6.31B (+$451M)

2.87% more ownership

Funds ownership: 46.13% → 49% (+2.9%)

2% more funds holding

Funds holding: 454 → 464 (+10)

3% less funds holding in top 10

Funds holding in top 10: 37 → 36 (-1)

40% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 210

Holders
464
Holders Change
+10
Holders Change %
+2.2%
% of All Funds
13.4%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
1.04%
New
48
Increased
127
Reduced
210
Closed
36
Calls
$6.24M
Puts
$3.41M
Net Calls
+$2.84M
Net Calls Change
+$7.34M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$287M
2
CS
Credit Suisse
Switzerland
+$106M
3
QI
QS Investors
New York
+$61.3M
4
TCT
TIAA CREF Trust
Missouri
+$40.6M
5
State Street
State Street
Massachusetts
+$31.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$27.9M
2
Goldman Sachs
Goldman Sachs
New York
-$27.4M
3
BCM
Bluefin Capital Management
New York
-$26.5M
4
Deutsche Bank
Deutsche Bank
Germany
-$23.8M
5
KeyBank National Association
KeyBank National Association
Ohio
-$19.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
201
Mariner
Kansas
$1.43M -$68K -608 -5%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$1.41M +$1.42M +12,661 New
AC
203
Addison Capital
Pennsylvania
$1.39M -$22.4K -200 -2%
ABC
204
Associated Banc-Corp
Wisconsin
$1.39M +$107K +953 +8%
CC
205
Courier Capital
New York
$1.38M -$403K -3,601 -23%
DSC
206
Duncker Streett & Co
Missouri
$1.36M +$53.8K +481 +4%
AT
207
Arden Trust
Delaware
$1.35M -$336 -3 -0%
AWM
208
Avior Wealth Management
Nebraska
$1.35M -$628K -5,611 -32%
BAC
209
Boys Arnold & Co
North Carolina
$1.34M -$206K -1,838 -13%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$1.33M +$19.5K +174 +1%
FT
211
Fiduciary Trust
Massachusetts
$1.32M -$185K -1,650 -12%
SAM
212
Securian Asset Management
Minnesota
$1.3M -$1.2M -10,700 -48%
MFO
213
Marcuard Family Office
Switzerland
$1.28M +$11.2K +100 +0.9%
ACM
214
Argentus Capital Management
Texas
$1.24M -$191K -1,710 -13%
JG
215
Jefferies Group
New York
$1.22M +$1.22M +10,884 New
GIP
216
Greatmark Investment Partners
Georgia
$1.22M -$71.4K -638 -6%
AC
217
AFAM Capital
Texas
$1.21M -$181K -1,618 -13%
FFBTD
218
First Financial Bank - Trust Division
Ohio
$1.2M -$213K -1,901 -15%
EAM
219
Evanson Asset Management
California
$1.18M -$55.7K -498 -5%
SC
220
SouthState Corp
Florida
$1.17M -$513K -4,583 -30%
WCA
221
Westover Capital Advisors
Delaware
$1.16M -$3.13K -28 -0.3%
WA
222
Waverly Advisors
Alabama
$1.16M -$6.75M -60,301 -85%
RG
223
Rathbones Group
United Kingdom
$1.16M +$1.15M +10,309 New
SHA
224
Smith Hayes Advisers
Nebraska
$1.15M +$1.15M +10,249 New
I2I
225
Insight 2811 Inc
Illinois
$1.14M -$180K -1,608 -14%
7 8
9
10 11

TIP Hedge Fund Activity: Q1 2014 in Review

464 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2014, worth a combined $6.31B — up 7.7% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TIP positions and 36 closed out — a net gain of 12 holders — while 127 added to existing stakes and 210 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $287M. The largest seller was Morgan Stanley, cutting an estimated $27.9M.

  • 464 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2014, up from 454 in Q4 2013.
  • Funds reported $6.31B of iShares TIPS Bond ETF stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 48 funds opened new iShares TIPS Bond ETF positions in Q1 2014 and 36 closed out, a net change of +12 holders.
  • The largest iShares TIPS Bond ETF buyer in Q1 2014 was JP Morgan Chase, an estimated $287M added.
  • The largest iShares TIPS Bond ETF seller in Q1 2014 was Morgan Stanley, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2014.