We are live on ! Find out more
STIP icon

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
MC
326
Middleton & Co
Massachusetts
$681K -$2.18K -22 -0.3%
SFC
327
Strategic Financial Concepts
Texas
$653K -$27.2K -274 -4%
ASN
328
Advisory Services Network
Georgia
$653K -$92.7K -934 -12%
TWM
329
TSA Wealth Management
Texas
$647K +$12K +121 +2%
Focus Partners Wealth
330
Focus Partners Wealth
Massachusetts
$643K +$2.08K +21 +0.3%
TDWM
331
Topel & Distasi Wealth Management
California
$642K
RF
332
Robinswood Financial
Washington
$634K -$76.3K -769 -11%
PFS
333
Prospera Financial Services
Texas
$621K -$175K -1,759 -22%
IAN
334
Integrated Advisors Network
Texas
$614K
WKWM
335
Walter & Keenan Wealth Management
Indiana
$609K +$2.48K +25 +0.4%
NRWA
336
North Ridge Wealth Advisors
Oregon
$608K +$19.6K +198 +3%
SB
337
Strategic Blueprint
Georgia
$608K -$539K -5,431 -47%
PAS
338
Park Avenue Securities
New York
$591K +$39.7K +400 +7%
PWM
339
PBMares Wealth Management
Virginia
$580K -$4.96K -50 -0.9%
WP
340
Wealthspan Partners
Iowa
$579K -$75.6K -762 -12%
CPA
341
Cardiff Park Advisors
California
$571K +$7.74K +78 +1%
RFG
342
RFP Financial Group
Georgia
$556K -$16K -161 -3%
BFA
343
Beacon Financial Advisory
Ohio
$555K +$893 +9 +0.2%
KA
344
Kovack Advisors
Florida
$550K +$14K +141 +3%
SAI
345
Savvy Advisors Inc
New York
$550K -$813K -8,195 -60%
FNWA
346
Financial Network Wealth Advisors
Utah
$540K -$37K -373 -6%
Jones Financial Companies
347
Jones Financial Companies
Missouri
$536K +$74.4K +750 +16%
FHA
348
Flagship Harbor Advisors
Massachusetts
$530K +$7.24K +73 +1%
LWM
349
Lodestone Wealth Management
Washington
$526K -$4.17K -42 -0.8%
CA
350
Clearstead Advisors
Ohio
$517K

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.