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iShares 0-5 Year TIPS Bond ETF
STIP

229 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

2.91% more ownership

Funds ownership: 56.9% → 59.81% (+2.9%)

2% more funds holding

Funds holding: 225 → 229 (+4)

3% more capital invested

Capital invested by funds: $1.33B → $1.38B (+$46.4M)

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
5.02%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.53%
New
26
Increased
86
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$59.9M
2
PCA
Personal Capital Advisors
California
+$9.62M
3
SHWM
Smith & Howard Wealth Management
Georgia
+$6.22M
4
UBS Group
UBS Group
Switzerland
+$5.83M
5
CA
Cambridge Associates
Massachusetts
+$4.42M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$8.41M
2
NA
Nottingham Advisors
New York
-$8.01M
3
Wells Fargo
Wells Fargo
California
-$5.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.16M
5
BlackRock
BlackRock
New York
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
226
Heritage Wealth Advisors
Virginia
$1K – – –
IA
227
IndexIQ Advisors
New York
$1K – – –
JCM
228
Jacobi Capital Management
Pennsylvania
$1K – – –
NA
229
Nottingham Advisors
New York
– -$8.01M -79,613 Closed
OFW
230
Omnia Family Wealth
Florida
– -$3.14M -31,261 Closed
Citadel Advisors
231
Citadel Advisors
Florida
– -$2.39M -23,773 Closed
RCAG
232
Rehmann Capital Advisory Group
Michigan
– -$2.27M -22,524 Closed
SWP
233
Stratos Wealth Partners
Ohio
– -$546K -5,430 Closed
GTAM
234
Global Trust Asset Management
Florida
– -$539K -5,360 Closed
PP
235
Paloma Partners
Connecticut
– -$524K -5,212 Closed
CB
236
Community Bank
New York
– -$504K -5,010 Closed
CCM
237
Crabel Capital Management
California
– -$305K -3,030 Closed
MGIA
238
Moneta Group Investment Advisors
Missouri
– -$285K -2,834 Closed
CRWM
239
Castle Rock Wealth Management
California
– -$234K -2,310 Closed
PA
240
PFG Advisors
Arizona
– -$203K -2,030 Closed
BCI
241
Brinker Capital Investments
Pennsylvania
– -$157K -1,564 Closed
RCG
242
Ruggie Capital Group
Florida
– -$104K -1,030 Closed
M
243
MOTCO
Texas
– -$89K -885 Closed
CI
244
CX Institutional
Indiana
– -$13K -125 Closed
CFGS
245
Concourse Financial Group Securities
Alabama
– -$10.4K -104 Closed
AA
246
AlphaMark Advisors
Kentucky
– -$10K -100 Closed
AssetMark Inc
247
AssetMark Inc
California
– -$2K -24 Closed
6 7 8 9
10

STIP Hedge Fund Activity: Q3 2019 in Review

229 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2019, worth a combined $1.38B — up 3.5% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new STIP positions and 21 closed out — a net gain of 5 holders — while 86 added to existing stakes and 75 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $59.9M. The largest seller was Ameriprise, cutting an estimated $8.41M.

  • 229 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2019, up from 225 in Q2 2019.
  • Funds reported $1.38B of iShares 0-5 Year TIPS Bond ETF stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 26 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2019 and 21 closed out, a net change of +5 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2019 was Municipal Employees' Retirement System of Michigan, an estimated $59.9M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2019 was Ameriprise, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2019.