We are live on ! Find out more
TIP icon

iShares TIPS Bond ETF

508 hedge funds and large institutions have $6.87B invested in iShares TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 130 increasing their positions, 205 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $6.11B → $6.87B (+$763M)

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

8% more funds holding

Funds holding: 470508 (+38)

1.3% more ownership

Funds ownership: 48.34%49.63% (+1.3%)

37% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 205

74% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $5.51M

Holders
508
Holders Change
+38
Holders Change %
+8.09%
% of All Funds
13.55%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
1.04%
New
86
Increased
130
Reduced
205
Closed
41
Calls
$1.45M
Puts
$5.51M
Net Calls
-$4.07M
Net Calls Change
+$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
201
Neuberger Berman Group
New York
$1.52M +$49.7K +440 +3%
EAM
202
Evanson Asset Management
California
$1.51M +$95.8K +848 +7%
RFA
203
Reilly Financial Advisors
California
$1.51M -$50.8K -450 -3%
SIA
204
Stancorp Investment Advisers
Oregon
$1.49M +$1.5M +13,328 New
GAM
205
Gould Asset Management
California
$1.49M +$155K +1,377 +12%
Creative Planning
206
Creative Planning
Kansas
$1.48M -$1.13M -9,977 -43%
SFPM
207
Sensible Financial Planning & Management
Massachusetts
$1.45M +$24.4K +216 +2%
Millennium Management
208
Millennium Management
New York
$1.43M +$988K +8,752 +217%
RHJA
209
Rice Hall James & Associates
California
$1.42M -$11.3K -100 -0.8%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$1.4M +$28.5K +252 +2%
HB
211
Homrich & Berg
Georgia
$1.4M +$552K +4,890 +65%
Koshinski Asset Management
212
Koshinski Asset Management
Illinois
$1.39M +$1.4M +12,436 New
CO
213
Caldwell & Orkin
Georgia
$1.37M -$3.68M -32,600 -73%
BKA
214
Brick & Kyle Associates
Pennsylvania
$1.36M +$1.37M +12,114 New
LG
215
LaFleur & Godfrey
Michigan
$1.34M +$161K +1,425 +14%
CIM
216
Cambria Investment Management
California
$1.33M +$1.34M +11,911 New
AT
217
Arden Trust
Delaware
$1.3M -$6.1K -54 -0.5%
SAM
218
Securian Asset Management
Minnesota
$1.3M
ACM
219
Argentus Capital Management
Texas
$1.28M -$8.24K -73 -0.6%
AC
220
Addison Capital
Pennsylvania
$1.26M -$110K -970 -8%
NA
221
Nottingham Advisors
New York
$1.25M +$1.26M +11,180 New
GWA
222
Genesis Wealth Advisors
Massachusetts
$1.25M +$1.24M +11,008 New
SHA
223
Smith Hayes Advisers
Nebraska
$1.25M +$169K +1,500 +16%
DSC
224
Duncker Streett & Co
Missouri
$1.23M -$159K -1,404 -11%
CDIA
225
Capital Directions Investment Advisors
Georgia
$1.22M

TIP Hedge Fund Activity: Q4 2014 in Review

508 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2014, worth a combined $6.87B — up 12% from $6.11B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new TIP positions and 41 closed out — a net gain of 45 holders — while 130 added to existing stakes and 205 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $112M. The largest seller was QS Investors, cutting an estimated $99.3M.

  • 508 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2014, up from 470 in Q3 2014.
  • Funds reported $6.87B of iShares TIPS Bond ETF stock for Q4 2014, up 12% quarter-over-quarter.
  • 86 funds opened new iShares TIPS Bond ETF positions in Q4 2014 and 41 closed out, a net change of +45 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $112M added.
  • The largest iShares TIPS Bond ETF seller in Q4 2014 was QS Investors, an estimated $99.3M sold.

Based on aggregated 13F filings for Q4 2014.