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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
HWMA
376
Heritage Wealth Management (Arizona)
Arizona
$417K -$214K -2,155 -34%
HFO
377
Heritage Family Offices
Arizona
$417K +$416K +4,190 New
RCAG
378
Rehmann Capital Advisory Group
Michigan
$415K +$6.94K +70 +2%
SC
379
Scotia Capital
Ontario, Canada
$410K +$31.3K +315 +8%
TNBTD
380
Trustmark National Bank Trust Department
Mississippi
$400K -$117K -1,175 -23%
EWM
381
Echo Wealth Management
Minnesota
$398K +$3.97K +40 +1%
EBA
382
Eagle Bay Advisors
New York
$398K
DIM
383
Delta Investment Management
California
$398K -$92.6K -933 -19%
MS
384
Madden Securities
Texas
$396K
Belvedere Trading
385
Belvedere Trading
Illinois
$390K -$366K -3,686 -48%
VI
386
VanderPol Investments
Michigan
$388K +$94K +948 +32%
WS
387
Wedbush Securities
California
$383K
ECML
388
Eagle Capital Management (Louisiana)
Louisiana
$379K
TFA
389
Toth Financial Advisory
Virginia
$378K -$397 -4 -0.1%
OP
390
ORG Partners
Indiana
$378K +$379K +3,816 New
NC
391
Napatree Capital
Rhode Island
$377K
PIM
392
Penobscot Investment Management
Massachusetts
$374K -$85.3K -860 -19%
AIP
393
Ameritas Investment Partners
Nebraska
$371K -$37.6K -379 -9%
TCM
394
TD Capital Management
Tennessee
$370K -$13.6K -137 -4%
KBFS
395
Kohmann Bosshard Financial Services
Ohio
$358K -$64.6K -651 -15%
TCMP
396
Thrive Capital Management (Pennsylvania)
Pennsylvania
$354K +$353K +3,555 New
VCA
397
Verdence Capital Advisors
Maryland
$352K +$14.9K +150 +4%
KWS
398
Keystone Wealth Services
California
$352K -$84.3K -850 -19%
CWP
399
Core Wealth Partners
California
$345K
BW
400
Bison Wealth
Georgia
$344K

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.