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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
PGAM
276
Princeton Global Asset Management
New Jersey
$1.15M +$1.29K +13 +0.1%
BAM
277
Belpointe Asset Management
Nevada
$1.12M +$106K +1,065 +10%
SFS
278
Sowell Financial Services
Arkansas
$1.1M -$61.3K -618 -5%
NWM
279
Northwest Wealth Management
Iowa
$1.09M -$104K -1,044 -9%
CIA
280
Cape Investment Advisory
Georgia
$1.08M -$58.5K -590 -5%
BIM
281
Breakwater Investment Management
Washington
$1.05M
GWM
282
Gibbs Wealth Management
Georgia
$1.02M +$294K +2,964 +41%
AWA
283
Archvest Wealth Advisors
California
$994K +$122K +1,232 +14%
DAS
284
Diversify Advisory Services
Utah
$990K -$16.6M -167,229 -94%
DI
285
Disciplined Investments
Oklahoma
$947K -$102K -1,029 -10%
TW
286
TritonPoint Wealth
Maryland
$938K +$936K +9,432 New
LA
287
Latitude Advisors
Florida
$938K +$3.37K +34 +0.4%
LRPA
288
L. Roy Papp & Associates
Arizona
$935K
AWA
289
Arete Wealth Advisors
Illinois
$929K +$927K +9,344 New
SCA
290
Snowden Capital Advisors
New York
$928K -$30.1K -303 -3%
RFWA
291
RPg Family Wealth Advisory
Massachusetts
$925K +$110K +1,113 +14%
WAG
292
Wallace Advisory Group
California
$916K -$97.4K -982 -10%
SF
293
Synovus Financial
Georgia
$908K +$8.33K +84 +0.9%
SWM
294
Selective Wealth Management
Virginia
$885K -$236K -2,380 -21%
IWM
295
IHT Wealth Management
Illinois
$884K +$204K +2,052 +30%
AIA
296
Arbor Investment Advisors
North Carolina
$878K -$112K -1,126 -11%
Comerica Bank
297
Comerica Bank
Texas
$867K -$106K -1,065 -11%
P
298
&Partners
Tennessee
$864K +$240K +2,418 +39%
PWMG
299
Private Wealth Management Group
New Jersey
$858K
RF
300
RHS Financial
California
$855K +$76K +766 +10%

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.