STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

625 hedge funds and large institutions have $6.83B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 204 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+18
Holders Change %
+2.97%
% of All Funds
10.81%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.59%
New
92
Increased
261
Reduced
204
Closed
63
Calls
$9.13M
Puts
$452K
Net Calls
+$8.68M
Net Calls Change
+$3.87M

Top Buyers

1
Jane Street
Jane Street
New York
+$216M
2
Goldman Sachs
Goldman Sachs
New York
+$110M
3
Temasek Holdings
Temasek Holdings
Singapore
+$69.1M
4
Principal Financial Group
Principal Financial Group
Iowa
+$54.2M
5
HTC
Haverford Trust Company
Pennsylvania
+$50M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$150M
2
LPL Financial
LPL Financial
California
-$110M
3
CMF
Counterpoint Mutual Funds
California
-$102M
4
CWM
Campbell Wealth Management
Virginia
-$62.1M
5
PPW
Parcion Private Wealth
Washington
-$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
376
Prospera Financial Services
Texas
$745K +$3.94K +41 +0.5%
HGWM
377
Horst & Graben Wealth Management
Oregon
$743K -$1.14M -11,858 -61%
OWM
378
Olympus Wealth Management
Utah
$732K +$732K +7,620 New
GRP
379
Global Retirement Partners
California
$732K +$117K +1,208 +19%
MRWM
380
ML&R Wealth Management
Texas
$729K -$33.2K -346 -4%
SFM
381
Signet Financial Management
New Jersey
$717K +$155K +1,616 +28%
PCM
382
Passive Capital Management
Maryland
$714K +$282K +2,931 +65%
NWM
383
Northwest Wealth Management
Iowa
$708K -$3.65K -38 -0.5%
SB
384
Strategic Blueprint
Georgia
$707K +$240K +2,495 +51%
RF
385
RHS Financial
California
$699K -$181K -1,888 -21%
GAA
386
Global Assets Advisory
Florida
$699K +$699K +7,186 New
SWM
387
Spire Wealth Management
Virginia
$684K -$2.18M -22,699 -76%
SWA
388
Sightline Wealth Advisors
Connecticut
$682K -$2.13M -22,011 -76%
GCA
389
Gradient Capital Advisors
California
$682K -$55K -572 -7%
KWM
390
Keebeck Wealth Management
Illinois
$679K +$103K +1,072 +18%
VNB
391
Virginia National Bank
Virginia
$679K +$679K +7,062 New
HNWA
392
Henrickson Nauta Wealth Advisors
Michigan
$673K +$19.7K +205 +3%
Invesco
393
Invesco
Georgia
$670K +$64.6K +672 +11%
ML
394
McAdam LLC
Pennsylvania
$660K -$86K -894 -12%
3F
395
360 Financial
Minnesota
$649K – – –
EP
396
Eudaimonia Partners
Tennessee
$637K -$297K -3,091 -32%
MWM
397
Modera Wealth Management
New Jersey
$637K +$11.3K +117 +2%
SW
398
StrongBox Wealth
Missouri
$635K -$270K -2,810 -30%
CA
399
Clearstead Advisors
Ohio
$634K – – –
ASFA
400
All Season Financial Advisors
Colorado
$630K +$45.8K +477 +8%
14 15
16
17 18