iShares 0-5 Year TIPS Bond ETF
STIP
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.
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: 222 → 235 (+13)
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
1.09% more ownership
Funds ownership: 58.01% → 59.1% (+1.1%)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$71.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$42.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$35.4M |
| 4 |
Jane Street
New York
|
+$10.4M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$8.96M |
Top Sellers
| 1 |
BlackRock
New York
|
-$84.6M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$12.7M |
| 3 |
Morgan Stanley
New York
|
-$12.4M |
| 4 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$7.35M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$4.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
William Blair & Company
Chicago,
Illinois
| – | -$5K | -48 | 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.