iShares TIPS Bond ETF
794 hedge funds and large institutions have $15.6B invested in iShares TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 342 increasing their positions, 242 reducing their positions, and 72 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 242
35% more call options, than puts
Call options by funds: $6.24M | Put options by funds: $4.62M
25% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 72
1% more funds holding
Funds holding: 785 → 794 (+9)
1% more capital invested
Capital invested by funds: $15.4B → $15.6B (+$188M)
0.77% less ownership
Funds ownership: 64.11% → 63.34% (-0.77%)
21% less funds holding in top 10
Funds holding in top 10: 71 → 56 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$403M |
| 2 |
Goldman Sachs
New York
|
+$110M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$107M |
| 4 |
BlackRock
New York
|
+$91.7M |
| 5 |
Morgan Stanley
New York
|
+$80M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
-$251M |
| 2 |
Citigroup
New York
|
-$163M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$93.2M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$92.3M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$50.3M |
TIP Hedge Fund Activity: Q1 2018 in Review
794 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2018, worth a combined $15.6B — up 1.2% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new TIP positions and 72 closed out — a net gain of 18 holders — while 342 added to existing stakes and 242 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $403M. The largest seller was Commonwealth of Pennsylvania Public School Employees Retirement System, cutting an estimated $251M.
- 794 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2018, up from 785 in Q4 2017.
- Funds reported $15.6B of iShares TIPS Bond ETF stock for Q1 2018, up 1.2% quarter-over-quarter.
- 90 funds opened new iShares TIPS Bond ETF positions in Q1 2018 and 72 closed out, a net change of +18 holders.
- The largest iShares TIPS Bond ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $403M added.
- The largest iShares TIPS Bond ETF seller in Q1 2018 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $251M sold.
Based on aggregated 13F filings for Q1 2018.