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iShares 0-5 Year TIPS Bond ETF
STIP

607 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 267 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 65

7.09% more ownership

Funds ownership: 60.39% → 67.48% (+7.1%)

4% more funds holding

Funds holding: 584 → 607 (+23)

1% less capital invested

Capital invested by funds: $5.72B → $5.68B (-$43.3M)

3% less funds holding in top 10

Funds holding in top 10: 60 → 58 (-2)

29% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 267

Holders
607
Holders Change
+23
Holders Change %
+3.94%
% of All Funds
8.85%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
190
Reduced
267
Closed
65
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
-$188K

Top Buyers

1
NG
Norden Group
Utah
+$216M
2
MWM
Modera Wealth Management
New Jersey
+$119M
3
Morgan Stanley
Morgan Stanley
New York
+$99.9M
4
Betterment LLC
Betterment LLC
New York
+$52.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$38.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$543M
2
Jane Street
Jane Street
New York
-$48.9M
3
Ameriprise
Ameriprise
Minnesota
-$41.2M
4
EC
Estate Counselors
Wisconsin
-$32.2M
5
Cerity Partners
Cerity Partners
New York
-$30.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
401
Allworth Financial
California
$457K -$585 -6 -0.1%
AIP
402
Ameritas Investment Partners
Nebraska
$457K +$1.17K +12 +0.3%
VCM
403
Virtue Capital Management
Tennessee
$450K -$5.55K -57 -1%
SC
404
Scotia Capital
Ontario, Canada
$440K -$1.56K -16 -0.4%
KA
405
Kovack Advisors
Florida
$432K -$107K -1,095 -20%
DE
406
Day & Ennis
Georgia
$432K -$1.03M -10,555 -71%
FA
407
FC Advisory
Pennsylvania
$431K +$114K +1,170 +37%
TWP
408
Tyche Wealth Partners
Texas
$430K +$425K +4,362 New
PC
409
Prairiewood Capital
North Dakota
$426K +$20.7K +212 +5%
Citadel Advisors
410
Citadel Advisors
Florida
$424K +$365K +3,745 +678%
SAG
411
SageView Advisory Group
California
$422K -$423K -4,346 Closed
SWP
412
Stratos Wealth Partners
Ohio
$412K -$2.08M -21,309 -84%
KP
413
Keel Point
Alabama
$409K +$404K +4,147 New
MAWCM
414
Mine & Arao Wealth Creation & Management
California
$407K +$1.85K +19 +0.5%
RCAG
415
Rehmann Capital Advisory Group
Michigan
$403K +$877 +9 +0.2%
SHWM
416
Smith & Howard Wealth Management
Georgia
$397K -$35.9K -368 -8%
EBA
417
Eagle Bay Advisors
New York
$394K – – –
Invesco
418
Invesco
Georgia
$385K -$101K -1,034 -21%
GM
419
GeoWealth Management
Illinois
$383K +$378K +3,880 New
TCM
420
TD Capital Management
Tennessee
$380K +$2.83K +29 +0.8%
ECML
421
Eagle Capital Management (Louisiana)
Louisiana
$376K – – –
LG
422
LaFleur & Godfrey
Michigan
$375K +$20.8K +213 +6%
NC
423
Napatree Capital
Rhode Island
$373K +$369K +3,785 New
LAS
424
LWM Advisory Services
Florida
$365K +$322K +3,308 +831%
WA
425
Waddell & Associates
Tennessee
$365K – – –
15 16
17
18 19

STIP Hedge Fund Activity: Q4 2023 in Review

607 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2023, worth a combined $5.68B — down 0.76% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new STIP positions and 65 closed out — a net gain of 28 holders — while 190 added to existing stakes and 267 trimmed.

The largest buyer was Norden Group, opening a new position worth an estimated $216M. The largest seller was Fidelity Investments, cutting an estimated $543M.

  • 607 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2023, up from 584 in Q3 2023.
  • Funds reported $5.68B of iShares 0-5 Year TIPS Bond ETF stock for Q4 2023, down 0.76% quarter-over-quarter.
  • 93 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2023 and 65 closed out, a net change of +28 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2023 was Norden Group, an estimated $216M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2023 was Fidelity Investments, an estimated $543M sold.

Based on aggregated 13F filings for Q4 2023.