iShares 0-5 Year TIPS Bond ETF
STIP
607 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 267 reducing their positions, and 65 closing their positions.
43% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 65
7.09% more ownership
Funds ownership: 60.39% → 67.48% (+7.1%)
4% more funds holding
Funds holding: 584 → 607 (+23)
1% less capital invested
Capital invested by funds: $5.72B → $5.68B (-$43.3M)
3% less funds holding in top 10
Funds holding in top 10: 60 → 58 (-2)
29% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 267
Top Buyers
| 1 |
NG
Norden Group
Provo,
Utah
|
+$216M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$119M |
| 3 |
Morgan Stanley
New York
|
+$99.9M |
| 4 |
Betterment LLC
New York
|
+$52.9M |
| 5 |
JP Morgan Chase
New York
|
+$38.6M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$543M |
| 2 |
Jane Street
New York
|
-$48.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.2M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$32.2M |
| 5 |
Cerity Partners
New York
|
-$30.4M |
STIP Hedge Fund Activity: Q4 2023 in Review
607 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2023, worth a combined $5.68B — down 0.76% from $5.72B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new STIP positions and 65 closed out — a net gain of 28 holders — while 190 added to existing stakes and 267 trimmed.
The largest buyer was Norden Group, opening a new position worth an estimated $216M. The largest seller was Fidelity Investments, cutting an estimated $543M.
- 607 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2023, up from 584 in Q3 2023.
- Funds reported $5.68B of iShares 0-5 Year TIPS Bond ETF stock for Q4 2023, down 0.76% quarter-over-quarter.
- 93 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2023 and 65 closed out, a net change of +28 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2023 was Norden Group, an estimated $216M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2023 was Fidelity Investments, an estimated $543M sold.
Based on aggregated 13F filings for Q4 2023.