iShares TIPS Bond ETF
922 hedge funds and large institutions have $13.8B invested in iShares TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 358 increasing their positions, 297 reducing their positions, and 76 closing their positions.
49% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 76
27% more call options, than puts
Call options by funds: $40.4M | Put options by funds: $31.8M
21% more repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 297
17% more funds holding in top 10
Funds holding in top 10: 60 → 70 (+10)
9% more capital invested
Capital invested by funds: $12.8B → $13.8B (+$1.09B)
3% more funds holding
Funds holding: 895 → 922 (+27)
0.71% more ownership
Funds ownership: 63.88% → 64.59% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
+$233M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$161M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$159M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$143M |
| 5 |
BlackRock
New York
|
+$79.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$685M |
| 2 |
JP Morgan Chase
New York
|
-$399M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$332M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$49M |
| 5 |
Citigroup
New York
|
-$36.2M |
TIP Hedge Fund Activity: Q2 2020 in Review
922 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2020, worth a combined $13.8B — up 8.5% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new TIP positions and 76 closed out — a net gain of 37 holders — while 358 added to existing stakes and 297 trimmed.
The largest buyer was Commonwealth of Pennsylvania Public School Employees Retirement System, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $685M.
- 922 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2020, up from 895 in Q1 2020.
- Funds reported $13.8B of iShares TIPS Bond ETF stock for Q2 2020, up 8.5% quarter-over-quarter.
- 113 funds opened new iShares TIPS Bond ETF positions in Q2 2020 and 76 closed out, a net change of +37 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2020 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $233M added.
- The largest iShares TIPS Bond ETF seller in Q2 2020 was Morgan Stanley, an estimated $685M sold.
Based on aggregated 13F filings for Q2 2020.