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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
QWM
301
Quadcap Wealth Management
Texas
$846K +$524K +5,279 +164%
PCG
302
Prosperity Consulting Group
Maryland
$841K -$586K -5,905 -41%
JWCA
303
J.W. Cole Advisors
Florida
$837K -$79K -796 -9%
HCC
304
Hirtle Callaghan & Co
Pennsylvania
$821K
SWM
305
Spire Wealth Management
Virginia
$819K -$153K -1,542 -16%
CT
306
Colonial Trust
South Carolina
$814K +$806K +8,129 +14,780%
CWA
307
Continuum Wealth Advisors
New York
$810K -$3.67K -37 -0.5%
FFA
308
Florida Financial Advisors
Florida
$790K -$4.37K -44 -0.6%
UAS
309
United Asset Strategies
New York
$790K -$2.78K -28 -0.4%
ACA
310
Atlas Capital Advisors
Wyoming
$778K +$775K +7,816 New
HNWA
311
Henrickson Nauta Wealth Advisors
Michigan
$777K -$17.4K -175 -2%
EAM
312
Empirical Asset Management
Massachusetts
$776K -$91.1K -918 -11%
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$768K -$326K -3,285 -30%
QC
314
Quadrature Capital
United Kingdom
$767K +$765K +7,713 New
3F
315
360 Financial
Minnesota
$766K
TBC
316
Ted Buchan & Co
California
$753K -$167K -1,683 -18%
CIR
317
Clear Investment Research
Georgia
$737K +$2.98K +30 +0.4%
LPAM
318
Lodestar Private Asset Management
California
$719K -$9.92K -100 -1%
WIA
319
World Investment Advisors
California
$709K +$707K +7,123 New
WA
320
Waverly Advisors
Alabama
$708K +$1.39K +14 +0.2%
AF
321
Allworth Financial
California
$701K -$9.82K -99 -1%
PIMG
322
Patriot Investment Management Group
Tennessee
$698K +$166K +1,670 +31%
PTC
323
Private Trust Company
Ohio
$694K +$14.7K +148 +2%
OWP
324
Obermeyer Wealth Partners
Colorado
$692K -$67K -675 -9%
AFAS
325
Acorn Financial Advisory Services
Virginia
$692K +$12.3K +124 +2%

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.