STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

367 hedge funds and large institutions have $3.38B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 189 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+56
Holders Change %
+18.01%
% of All Funds
6.41%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.7%
New
75
Increased
189
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$86.2M
2
LPL Financial
2
LPL Financial
California
$161M
3
Ameriprise
3
Ameriprise
Minnesota
$548M
4
BOPW
4
Brandywine Oak Private Wealth
Pennsylvania
$47.4M
5
MCM
5
MV Capital Management
Maryland
$38.6M

Top Sellers

1
SHWM
1
Smith & Howard Wealth Management
Georgia
$2.94M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FNC
3
First National Corp
Massachusetts
$5.65M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.41M
5
LI
5
LVZ Inc
Michigan
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Toronto Dominion Bank
251
Toronto Dominion Bank
Ontario, Canada
$506K – – –
LRPA
252
L. Roy Papp & Associates
Arizona
$505K – – –
DI
253
DAGCO Inc
Ohio
$491K +$491K +4,616 New
PJSIMP
254
P.J. Schmidt Investment Management (PJS)
Wisconsin
$487K -$19.3K -181 -4%
BIP
255
Blueprint Investment Partners
North Carolina
$484K +$484K +4,553 New
Nomura Asset Management
256
Nomura Asset Management
Japan
$478K +$478K +4,500 New
GRP
257
Global Retirement Partners
California
$474K +$216K +2,033 +84%
JWCA
258
J.W. Cole Advisors
Florida
$470K +$111K +1,047 +31%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$469K +$13.8K +130 +3%
PA
260
Procyon Advisors
Connecticut
$466K +$466K +4,386 New
CF
261
Centaurus Financial
California
$443K +$1.49K +14 +0.3%
SI
262
Stephens Inc
Arkansas
$435K – – –
AF
263
Allworth Financial
California
$433K – – –
ASN
264
Advisory Services Network
Georgia
$420K +$27K +254 +7%
MAWCM
265
Mine & Arao Wealth Creation & Management
California
$414K +$35K +329 +9%
BW
266
Bison Wealth
Georgia
$413K +$113K +3,763 +38%
MFM
267
Mirsky Financial Management
New York
$366K -$15.9K -150 -4%
Barclays
268
Barclays
United Kingdom
$365K – – –
FAIM
269
Financial Advocates Investment Management
Washington
$363K +$363K +3,417 New
BCM
270
Boltwood Capital Management
California
$351K – – –
LG
271
LaFleur & Godfrey
Michigan
$350K – – –
KFGK
272
Keystone Financial Group (Kentucky)
Kentucky
$347K – – –
WA
273
Winfield Associates
Ohio
$340K +$340K +3,200 New
SWP
274
Strategic Wealth Partners
Ohio
$338K -$57.1K -537 -14%
WCM
275
Windsor Capital Management
Arizona
$335K +$40K +376 +14%
9 10
11
12 13