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iShares 0-5 Year TIPS Bond ETF

574 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,982% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $318K

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$176M)

0.99% more ownership

Funds ownership: 61.76%62.75% (+0.99%)

0% more funds holding

Funds holding: 574574 (0)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 238

Holders
574
Holders Change
Holders Change %
0%
% of All Funds
8.29%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
56
Increased
205
Reduced
238
Closed
49
Calls
$9.8M
Puts
$318K
Net Calls
+$9.48M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
226
Brooklyn FI
New York
$1.76M -$397 -4 -0%
WT
227
Washington Trust
Rhode Island
$1.74M -$889K -8,961 -34%
BNP Paribas Financial Markets
228
BNP Paribas Financial Markets
France
$1.68M -$1.13M -11,400 -40%
SP
229
Successful Portfolios
Florida
$1.62M +$172K +1,734 +12%
IPAM
230
Investment Partners Asset Management
New Jersey
$1.62M +$6.75K +68 +0.4%
FA
231
Fermata Advisors
California
$1.61M -$198K -1,996 -11%
RC
232
Roundview Capital
New Jersey
$1.6M -$12.5K -126 -0.8%
ASFA
233
All Season Financial Advisors
Colorado
$1.58M +$102K +1,025 +7%
CFD
234
Creative Financial Designs
Indiana
$1.56M +$26.4K +266 +2%
HHRDM
235
H&H Retirement Design & Management
Nevada
$1.55M +$13.6K +137 +0.9%
CPIG
236
Chicago Partners Investment Group
Illinois
$1.54M -$28.3K -285 -2%
IWN
237
Independent Wealth Network
Iowa
$1.53M +$96K +968 +7%
GRP
238
Global Retirement Partners
California
$1.52M +$47.7K +481 +3%
PP
239
Prosperity Planning
Missouri
$1.52M +$1.52M +15,274 New
IP
240
Ignite Planners
California
$1.52M +$201K +2,030 +15%
SA
241
Sanctuary Advisors
Indiana
$1.5M +$1.5M +15,113 New
CPP
242
Capasso Planning Partners
South Carolina
$1.49M -$124K -1,245 -8%
FW
243
Fairway Wealth
Ohio
$1.48M +$582K +5,862 +65%
DG
244
DMC Group
Alabama
$1.46M +$76K +766 +5%
SC
245
Savant Capital
Illinois
$1.46M +$2.98K +30 +0.2%
AWAU
246
Alliance Wealth Advisors (Utah)
Utah
$1.43M +$126K +1,270 +10%
CCB
247
Country Club Bank
Missouri
$1.42M -$179K -1,803 -11%
CFMC
248
Curbstone Financial Management Corp
New Hampshire
$1.4M -$432K -4,350 -24%
BWM
249
Brown Wealth Management
Illinois
$1.4M +$25.1K +253 +2%
HIG
250
Heritage Investment Group
Florida
$1.4M +$10.3K +104 +0.7%

STIP Hedge Fund Activity: Q2 2024 in Review

574 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2024, worth a combined $4.97B — up 3.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STIP positions and 49 closed out — a net gain of 7 holders — while 205 added to existing stakes and 238 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $42.2M.

  • 574 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.97B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 56 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2024 and 49 closed out, a net change of +7 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $252M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.