STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.27%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$24.9M
2
Truist Financial
2
Truist Financial
North Carolina
$22.8M
3
CRC
3
Curi RMB Capital
Illinois
$18.6M
4
EC
4
Estate Counselors
Wisconsin
$14.5M
5
PCA
5
Personal Capital Advisors
California
$132M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Jane Street
2
Jane Street
New York
$2.47M
3
Wells Fargo
3
Wells Fargo
California
$19.5M
4
CCM
4
Coldstream Capital Management
Washington
$817K
5
HCA
5
Heck Capital Advisors
Wisconsin
$4.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
226
Ironwood Financial
Arizona
$55K -$16.8K -167 -23%
GRP
227
Global Retirement Partners
California
$53K – – –
WCG
228
Weaver Consulting Group
California
$50K – – –
CAAS
229
Capital Asset Advisory Services
Michigan
$50K +$50K +498 New
GI
230
Gradient Investments
Minnesota
$47K -$16.3K -163 -26%
IFWM
231
Institute for Wealth Management
Colorado
$40K +$40K +400 New
First Manhattan
232
First Manhattan
New York
$38K – – –
AAM
233
Advisors Asset Management
Colorado
$35K -$2.94K -29 -8%
SWM
234
Selective Wealth Management
Virginia
$33K -$11.9K -120 -26%
ACM
235
Allred Capital Management
Texas
$29.7K +$29.7K +295 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$25K +$25K +247 New
FANJ
237
Financial Architects (New Jersey)
New Jersey
$21K – – –
BAM
238
Baldrige Asset Management
Pennsylvania
$20K – – –
CCM
239
Covington Capital Management
California
$20K – – –
AWM
240
Avior Wealth Management
Nebraska
$20K +$197 +2 +1%
VCP
241
Verus Capital Partners
Arizona
$17K +$17K +168 New
JFA
242
JNBA Financial Advisors
Minnesota
$16K – – –
SMFS
243
Squar Milner Financial Services
California
$16K +$16K +160 New
EWM
244
Endurance Wealth Management
Rhode Island
$15K – – –
PVH
245
Psagot Value Holdings
Israel
$12K -$43K -430 -78%
EWA
246
Evolution Wealth Advisors
Florida
$11K +$11K +105 New
SAM
247
S.A. Mason
Michigan
$11K +$11K +110 New
DOA
248
D'Orazio & Associates
Virginia
$10K – – –
NSIM
249
North Star Investment Management
Illinois
$10K – – –
LFG
250
Larson Financial Group
Missouri
$10K +$3.14K +32 +46%
8 9
10
11 12