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iShares TIPS Bond ETF
TIP

448 hedge funds and large institutions have $6.83B invested in iShares TIPS Bond ETF in 2013 Q2 according to their latest regulatory filings, with 448 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $4M | Put options by funds: $1.7M

48.1% more ownership

Funds ownership: 0% → 48.1% (+48%)

Holders
448
Holders Change
+448
Holders Change %
–
% of All Funds
14.62%
Holding in Top 10
54
Holding in Top 10 Change
+54
Holding in Top 10 Change %
% of All Funds
1.76%
New
448
Increased
–
Reduced
–
Closed
–
Calls
$4M
Puts
$1.7M
Net Calls
+$2.3M
Net Calls Change
+$2.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$627M +$662M +5,597,157 New
BFA
2
BlackRock Fund Advisors
California
$569M +$601M +5,082,671 New
TCT
3
TIAA CREF Trust
Missouri
$536M +$566M +4,787,316 New
Morgan Stanley
4
Morgan Stanley
New York
$420M +$443M +3,747,636 New
WIM
5
Windhaven Investment Management
Massachusetts
$355M +$377M +3,182,222 New
Wells Fargo
6
Wells Fargo
California
$345M +$364M +3,079,341 New
JP Morgan Chase
7
JP Morgan Chase
New York
$205M +$216M +1,827,815 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$204M +$216M +1,824,919 New
KeyBank National Association
9
KeyBank National Association
Ohio
$182M +$192M +1,622,097 New
State Street
10
State Street
Massachusetts
$167M +$177M +1,495,100 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$117M +$124M +1,044,906 New
LPL Financial
12
LPL Financial
California
$116M +$1.22B +10,326,273 New
U
13
UBS
Switzerland
$109M +$115M +970,705 New
CC
14
Curian Capital
Colorado
$108M +$114M +960,960 New
TAIM
15
TD Ameritrade Investment Management
Nebraska
$107M +$113M +958,580 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$104M +$110M +925,672 New
US Bancorp
17
US Bancorp
Minnesota
$86.2M +$91M +769,414 New
BIT
18
BlackRock Institutional Trust
California
$83.6M +$88.4M +746,754 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$69.9M +$73.8M +623,695 New
Citigroup
20
Citigroup
New York
$68.1M +$71.9M +607,652 New
PFA
21
Pure Financial Advisors
California
$68.1M +$71.9M +607,582 New
Comerica Bank
22
Comerica Bank
Texas
$60.2M +$63.6M +537,400 New
IA
23
IndexIQ Advisors
New York
$58.1M +$61.3M +518,383 New
JIR
24
James Investment Research
Ohio
$57.4M – – –
BIM
25
BlackRock Investment Management
Delaware
$49.7M +$52.5M +443,486 New
1
2 3 4 5

TIP Hedge Fund Activity: Q2 2013 in Review

448 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2013, worth a combined $6.83B.

Buyers outnumbered sellers: 448 funds opened new TIP positions and 0 closed out — a net gain of 448 holders — while 0 added to existing stakes and 0 trimmed.

  • 448 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $6.83B of iShares TIPS Bond ETF stock for Q2 2013.
  • 448 funds opened new iShares TIPS Bond ETF positions in Q2 2013 and 0 closed out, a net change of +448 holders.

Based on aggregated 13F filings for Q2 2013.