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
+$59.7M
2
MWM
Modera Wealth Management
New Jersey
+$37M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.1M
5
Jane Street
Jane Street
New York
+$19M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
2
NG
Norden Group
Utah
-$220M
3
FGAM
Financial Gravity Asset Management
Texas
-$152M
4
Morgan Stanley
Morgan Stanley
New York
-$151M
5
Ameriprise
Ameriprise
Minnesota
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
351
PBMares Wealth Management
Virginia
$585K +$3.78K +38 +0.7%
FNWA
352
Financial Network Wealth Advisors
Utah
$576K -$32.1K -323 -5%
RFG
353
RFP Financial Group
Georgia
$572K -$11.8K -119 -2%
CPA
354
Cardiff Park Advisors
California
$563K – – –
BFA
355
Beacon Financial Advisory
Ohio
$554K -$288K -2,900 -34%
PAS
356
Park Avenue Securities
New York
$551K -$242K -2,431 -31%
Empower Advisory Group
357
Empower Advisory Group
Colorado
$549K -$829K -8,336 -60%
EIA
358
Eldridge Investment Advisors
New Hampshire
$547K +$547K +5,500 New
KA
359
Kovack Advisors
Florida
$535K +$100K +1,007 +23%
PIMG
360
Patriot Investment Management Group
Tennessee
$531K – – –
LWM
361
Lodestone Wealth Management
Washington
$530K -$15.1K -152 -3%
FW
362
FirstPurpose Wealth
Utah
$524K -$7.33K -74 -1%
WWM
363
Western Wealth Management
Colorado
$523K -$32.7K -329 -6%
FHA
364
Flagship Harbor Advisors
Massachusetts
$522K -$14.4K -145 -3%
TNBTD
365
Trustmark National Bank Trust Department
Mississippi
$516K -$83.6K -841 -14%
CA
366
Clearstead Advisors
Ohio
$515K – – –
PB
367
Pinnacle Bancorp
Nebraska
$503K – – –
AWM
368
AE Wealth Management
Kansas
$499K -$21.4M -215,599 -98%
LBC
369
Lowe Brockenbrough & Co
Virginia
$496K – – –
SWP
370
Strategic Wealth Partners
Ohio
$492K -$49.5K -498 -9%
ATI
371
ARK & TLK Investments
Oklahoma
$491K +$99 +1 +0%
DIM
372
Delta Investment Management
California
$490K -$7.36K -74 -1%
AWM
373
Able Wealth Management
New Jersey
$490K -$35.3K -355 -7%
CA
374
Continuum Advisory
Idaho
$488K -$501K -5,048 -51%
JIP
375
Jaffetilchin Investment Partners
Florida
$486K -$2.59K -26 -0.5%
13 14
15
16 17