STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

571 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 198 increasing their positions, 244 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
-34
Holders Change %
-5.62%
% of All Funds
8.28%
Holding in Top 10
51
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.07%
% of All Funds
0.74%
New
40
Increased
198
Reduced
244
Closed
59
Calls
$13.5M
Puts
$835K
Net Calls
+$12.6M
Net Calls Change
+$11.2M

Top Buyers

1
WCM
Wealthcare Capital Management
Virginia
$66.2M
2
MWM
Modera Wealth Management
New Jersey
$159M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$37.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$31.5M
5
Jane Street
Jane Street
New York
$21.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$56.3M
2
NG
Norden Group
Utah
$252K
3
FGAM
Financial Gravity Asset Management
Texas
$26.4M
4
Morgan Stanley
Morgan Stanley
New York
$132M
5
Ameriprise
Ameriprise
Minnesota
$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
326
Clear Investment Research
Georgia
$733K -$6.27K -63 -0.8%
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$732K -$103K -1,040 -12%
LPAM
328
Lodestar Private Asset Management
California
$728K -$10K -101 -1%
AF
329
Allworth Financial
California
$711K +$250K +2,512 +54%
WA
330
Waverly Advisors
Alabama
$706K +$706K +7,101 New
GWM
331
Grand Wealth Management
Michigan
$706K +$379K +3,813 +116%
RWA
332
Redhawk Wealth Advisors
Minnesota
$696K +$215K +2,165 +45%
MC
333
Middleton & Co
Massachusetts
$682K +$682K +6,863 New
SFC
334
Strategic Financial Concepts
Texas
$680K +$36.2K +364 +6%
IWM
335
IHT Wealth Management
Illinois
$679K +$679K +6,832 New
AFAS
336
Acorn Financial Advisory Services
Virginia
$679K -$238K -2,389 -26%
PTC
337
Private Trust Company
Ohio
$679K +$193K +1,943 +40%
WP
338
Wealthspan Partners
Iowa
$655K -$27.5K -277 -4%
WAM
339
WNY Asset Management
New York
$642K -$146K -1,464 -18%
TDWM
340
Topel & Distasi Wealth Management
California
$642K – – –
PBF
341
Petix & Botte Financial
California
$642K +$642K +6,453 New
Focus Partners Wealth
342
Focus Partners Wealth
Massachusetts
$640K +$640K +6,441 New
TWM
343
TSA Wealth Management
Texas
$635K -$40.7K -409 -6%
HWMA
344
Heritage Wealth Management (Arizona)
Arizona
$631K -$397K -3,990 -39%
BTWM
345
Baker Tilly Wealth Management
Wisconsin
$630K -$74.9K -753 -11%
P
346
&Partners
Tennessee
$623K +$623K +6,263 New
IAN
347
Integrated Advisors Network
Texas
$614K -$99 -1 -0%
WKWM
348
Walter & Keenan Wealth Management
Indiana
$607K -$49.7K -500 -8%
SRA
349
Secured Retirement Advisors
Minnesota
$592K -$61.2K -616 -9%
NRWA
350
North Ridge Wealth Advisors
Oregon
$588K -$13.3K -134 -2%
12 13
14
15 16