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iShares 0-5 Year TIPS Bond ETF

235 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $1.25B → $1.41B (+$160M)

12% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 77

6% more funds holding

Funds holding: 222235 (+13)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1.09% more ownership

Funds ownership: 58.01%59.1% (+1.1%)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
5.09%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
34
Increased
86
Reduced
77
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
226
Centaurus Financial
California
$4.68K +$20.2K +204 +78%
UBS AM
227
UBS AM
Illinois
$3.59K -$18.2K -184 -84%
EI
228
Ellevest Inc
New York
$3K +$2.57K +26 New
LWM
229
Lenox Wealth Management
Ohio
$2K -$28.6K -289 -92%
HWA
230
Heritage Wealth Advisors
Virginia
$1.3K +$1.28K +13 New
DRS
231
Deane Retirement Strategies
Louisiana
$1K
ADL
232
Asset Dedication LLC
California
$1K +$1.09K +11 New
SIM
233
Sonora Investment Management
Arizona
$1K +$1.38K +14 New
WCM
234
Weatherstone Capital Management
Colorado
-$2.28M -23,105 Closed
FAM
235
Formidable Asset Management
Ohio
-$1.69M -17,229 Closed
GPA
236
Guidance Point Advisors
Massachusetts
-$1.17M -11,938 Closed
JSA
237
Jacobson & Schmitt Advisors
Wisconsin
-$990K -10,098 Closed
CAM
238
Covenant Asset Management
New Jersey
-$815K -8,254 Closed
PWAG
239
Polaris Wealth Advisory Group
California
-$596K -6,079 Closed
GFP
240
Gryphon Financial Partners
Ohio
-$483K -4,869 Closed
CA
241
Calton & Associates
Florida
-$365K -3,727 Closed
AWM
242
Alterna Wealth Management
Texas
-$326K -3,327 Closed
BAM
243
Belpointe Asset Management
Nevada
-$230K -2,348 Closed
SEI Investments
244
SEI Investments
Pennsylvania
-$56.5K -572 -99%
WT
245
Whittier Trust
California
-$49K -496 Closed
AIC
246
Ameritas Investment Company
Nebraska
-$39K -401 Closed
VNA
247
Valley National Advisers
Pennsylvania
-$18K -180 Closed
SMFS
248
Squar Milner Financial Services
California
-$15K -150 Closed
W
249
WealthOne
New York
-$14K -141 Closed
S
250
SignatureFD
Georgia
-$10K -101 Closed

STIP Hedge Fund Activity: Q1 2019 in Review

235 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2019, worth a combined $1.41B — up 13% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new STIP positions and 18 closed out — a net gain of 16 holders — while 86 added to existing stakes and 77 trimmed.

The largest buyer was Ameriprise, adding an estimated $71.1M. The largest seller was BlackRock, cutting an estimated $84.6M.

  • 235 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2019, up from 222 in Q4 2018.
  • Funds reported $1.41B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 34 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2019 and 18 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2019 was Ameriprise, an estimated $71.1M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2019 was BlackRock, an estimated $84.6M sold.

Based on aggregated 13F filings for Q1 2019.