iShares TIPS Bond ETF
790 hedge funds and large institutions have $15.1B invested in iShares TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 334 increasing their positions, 262 reducing their positions, and 51 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 262
4% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 51
0.54% more ownership
Funds ownership: 63.34% → 63.88% (+0.54%)
1% less funds holding
Funds holding: 794 → 790 (-4)
3% less capital invested
Capital invested by funds: $15.6B → $15.1B (-$530M)
9% less funds holding in top 10
Funds holding in top 10: 56 → 51 (-5)
48% less call options, than puts
Call options by funds: $7.37M | Put options by funds: $14.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$478M |
| 2 |
LPL Financial
San Diego,
California
|
+$209M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$157M |
| 4 |
Goldman Sachs
New York
|
+$80.8M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$74.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$523M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$94.4M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$73.2M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$65.4M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$53.6M |
TIP Hedge Fund Activity: Q2 2018 in Review
790 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2018, worth a combined $15.1B — down 3.4% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new TIP positions and 51 closed out — a net gain of 2 holders — while 334 added to existing stakes and 262 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $478M. The largest seller was Fidelity Investments, cutting an estimated $523M.
- 790 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2018, down from 794 in Q1 2018.
- Funds reported $15.1B of iShares TIPS Bond ETF stock for Q2 2018, down 3.4% quarter-over-quarter.
- 53 funds opened new iShares TIPS Bond ETF positions in Q2 2018 and 51 closed out, a net change of +2 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $478M added.
- The largest iShares TIPS Bond ETF seller in Q2 2018 was Fidelity Investments, an estimated $523M sold.
Based on aggregated 13F filings for Q2 2018.