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iShares 0-5 Year TIPS Bond ETF
STIP

311 hedge funds and large institutions have $2.41B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

178% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 51

48% more capital invested

Capital invested by funds: $1.63B → $2.41B (+$783M)

38% more funds holding in top 10

Funds holding in top 10: 26 → 36 (+10)

15% more funds holding

Funds holding: 271 → 311 (+40)

1.07% more ownership

Funds ownership: 55.23% → 56.3% (+1.1%)

Holders
311
Holders Change
+40
Holders Change %
+14.76%
% of All Funds
5.46%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.63%
New
57
Increased
142
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$317M
2
LPL Financial
LPL Financial
California
+$64.8M
3
3AM
3EDGE Asset Management
Florida
+$43.7M
4
Morgan Stanley
Morgan Stanley
New York
+$34.9M
5
DWP
Destiny Wealth Partners
Florida
+$22.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$53.5M
2
EVM
Eaton Vance Management
Massachusetts
-$11.3M
3
FTUS
Flow Traders U.S.
New York
-$9.85M
4
Stifel Financial
Stifel Financial
Missouri
-$3.63M
5
FI
FormulaFolio Investments
Michigan
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
276
JP Morgan Chase
New York
$31K +$30.8K +293 New
WA
277
WestEnd Advisors
North Carolina
$31K -$68.2K -648 -69%
PCIA
278
Prime Capital Investment Advisors
Kansas
$29K +$2.1K +20 +8%
SFPG
279
Stonebridge Financial Planning Group
Florida
$26K – – –
MWM
280
Mascoma Wealth Management
New Hampshire
$26K +$26.3K +250 New
CCM
281
Covington Capital Management
California
$21K – – –
TC
282
Truvestments Capital
Florida
$21K – – –
CFGS
283
Concourse Financial Group Securities
Alabama
$21K +$9.47K +90 +87%
SMG
284
Spectrum Management Group
Indiana
$19K +$1.26K +12 +7%
BAMG
285
Brand Asset Management Group
Missouri
$16K – – –
EWM
286
Endurance Wealth Management
Rhode Island
$16K – – –
HWA
287
HHM Wealth Advisors
Tennessee
$16K – – –
JFA
288
JNBA Financial Advisors
Minnesota
$16K – – –
BFEC
289
Benjamin F. Edwards & Company
Missouri
$15K – – –
FFC
290
Fure Financial Corporation
Minnesota
$14K +$14.7K +140 New
LFG
291
Larson Financial Group
Missouri
$13K – – –
BW
292
Bison Wealth
Georgia
$13K +$1.05M +10,000 +37,037%
NSIM
293
North Star Investment Management
Illinois
$11K – – –
FFA
294
Founders Financial Alliance
North Carolina
$10K – – –
SBL
295
Sargent Bickham Lagudis
Colorado
$10K – – –
TCOV
296
Trust Company of Vermont
Vermont
$10K – – –
IF
297
Ironwood Financial
Arizona
$9K – – –
OCM
298
Orion Capital Management
California
$9K – – –
FCM
299
Firestone Capital Management
Florida
$8K – – –
PWMG
300
Prestige Wealth Management Group
New Jersey
$7K – – –
10 11
12
13 14

STIP Hedge Fund Activity: Q1 2021 in Review

311 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2021, worth a combined $2.41B — up 48% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new STIP positions and 17 closed out — a net gain of 40 holders — while 142 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, adding an estimated $317M. The largest seller was Jane Street, cutting an estimated $53.5M.

  • 311 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2021, up from 271 in Q4 2020.
  • Funds reported $2.41B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2021, up 48% quarter-over-quarter.
  • 57 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2021 and 17 closed out, a net change of +40 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2021 was Ameriprise, an estimated $317M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2021 was Jane Street, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2021.