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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
IFG
351
Independent Financial Group
California
$512K -$128K -1,291 -20%
Neuberger Berman Group
352
Neuberger Berman Group
New York
$508K +$507K +5,110 New
GWM
353
Grand Wealth Management
Michigan
$501K -$205K -2,066 -29%
HF
354
HRT Financial
New York
$499K -$1.15M -11,629 -70%
LBC
355
Lowe Brockenbrough & Co
Virginia
$496K
JIP
356
Jaffetilchin Investment Partners
Florida
$493K +$6.55K +66 +1%
SWP
357
Strategic Wealth Partners
Ohio
$492K
LG
358
LaFleur & Godfrey
Michigan
$492K +$83.8K +845 +21%
IAS
359
Insigneo Advisory Services
Florida
$488K +$484K +4,880 New
SRA
360
Secured Retirement Advisors
Minnesota
$487K -$104K -1,051 -18%
ATI
361
ARK & TLK Investments
Oklahoma
$487K -$4.96K -50 -1%
CA
362
Continuum Advisory
Idaho
$485K -$4.37K -44 -0.9%
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$483K -$248K -2,499 -34%
LAS
364
LWM Advisory Services
Florida
$474K +$60.2K +607 +15%
DWM
365
Diversify Wealth Management
Utah
$470K +$466K +4,700 New
VCM
366
Virtue Capital Management
Tennessee
$456K +$893 +9 +0.2%
FA
367
FC Advisory
Pennsylvania
$444K +$8.93K +90 +2%
SW
368
SVB Wealth
Massachusetts
$440K -$554K -5,583 -56%
WWM
369
Western Wealth Management
Colorado
$437K -$86.4K -871 -17%
BCM
370
Brookstone Capital Management
Illinois
$433K +$86.7K +874 +25%
MWM
371
Meridian Wealth Management
Kentucky
$431K +$430K +4,335 New
PC
372
Prairiewood Capital
North Dakota
$430K
MAWCM
373
Mine & Arao Wealth Creation & Management
California
$423K +$14.9K +150 +4%
SF
374
SWP Financial
California
$422K -$8.27M -83,408 -95%
SFG
375
Sovereign Financial Group
Connecticut
$421K +$139K +1,399 +49%

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.