STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

607 hedge funds and large institutions have $7.22B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 284 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+59
Holders Change %
+10.77%
% of All Funds
10.26%
Holding in Top 10
109
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+29.76%
% of All Funds
1.84%
New
108
Increased
284
Reduced
146
Closed
41
Calls
$4.82M
Puts
–
Net Calls
+$4.82M
Net Calls Change
+$4.82M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$419M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$226M
3
BFG
3
Barber Financial Group
Kansas
$142M
4
CWM
4
Campbell Wealth Management
Virginia
$69.4M
5
RWM
5
Ritholtz Wealth Management
New York
$61.4M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$7.27M
2
Jane Street
2
Jane Street
New York
$0
3
PCA
3
Personal Capital Advisors
California
$238M
4
AAP
4
Arax Advisory Partners
Colorado
$4.6M
5
KLC
5
Knowledge Leaders Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Wambolt & Associates
Colorado
$780K +$780K +7,690 New
GCA
377
Gradient Capital Advisors
California
$778K -$127K -1,256 -14%
NWM
378
Northwest Wealth Management
Iowa
$751K -$56.4K -556 -7%
MSWMA
379
Market Street Wealth Management Advisors
Indiana
$748K +$748K +7,370 New
PFA
380
Pure Financial Advisors
California
$743K +$183K +1,799 +33%
WS
381
Wedbush Securities
California
$705K +$460K +4,534 +187%
HNWA
382
Henrickson Nauta Wealth Advisors
Michigan
$689K +$305K +3,007 +79%
KBFS
383
Kohmann Bosshard Financial Services
Ohio
$688K +$203 +2 +0%
3F
384
360 Financial
Minnesota
$687K – – –
MWP
385
Madison Wealth Partners
Wisconsin
$687K +$687K +6,775 New
CA
386
Clearstead Advisors
Ohio
$669K +$636K +6,264 +1,904%
BWM
387
Brickley Wealth Management
California
$668K +$668K +6,582 New
MWM
388
Modera Wealth Management
New Jersey
$660K – – –
WSCM
389
Wellington Shields Capital Management
New York
$657K – – –
TDWM
390
Topel & Distasi Wealth Management
California
$655K – – –
Citadel Advisors
391
Citadel Advisors
Florida
$653K -$6.29M -62,039 -91%
VCM
392
Virtue Capital Management
Tennessee
$645K – – –
LWAC
393
Laurel Wealth Advisors (California)
California
$644K +$644K +6,353 New
NEAM
394
New England Asset Management
Connecticut
$643K +$643K +6,337 New
GRP
395
Global Retirement Partners
California
$641K -$1.12K -11 -0.2%
Invesco
396
Invesco
Georgia
$639K +$141K +1,392 +28%
RFN
397
Redwood Financial Network
Ohio
$628K +$628K +6,193 New
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$618K -$274K -2,706 -31%
GWM
399
Geneos Wealth Management
Colorado
$618K +$224K +2,199 +57%
ASFA
400
All Season Financial Advisors
Colorado
$617K +$82.4K +812 +15%
14 15
16
17 18