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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
TC
401
TAGStone Capital
North Carolina
$342K +$341K +3,441 New
PB
402
Pinnacle Bancorp
Nebraska
$338K -$165K -1,668 -33%
AM
403
Atwater Malick
Pennsylvania
$336K
CCM
404
Cambridge Capital Management
Illinois
$333K +$48.1K +485 +17%
MG
405
Mather Group
Illinois
$328K +$116K +1,174 +55%
Lido Advisors
406
Lido Advisors
California
$328K -$92.8K -935 -22%
M&T Bank
407
M&T Bank
New York
$319K
MCB
408
Morton Community Bank
Illinois
$318K
VDI
409
Vaughan David Investments
Illinois
$318K
MWM
410
Mattern Wealth Management
Kansas
$315K -$102K -1,030 -25%
AA
411
Axiom Advisory
California
$311K +$311K +3,132 New
PA
412
Prism Advisors
California
$310K +$310K +3,120 New
SHWM
413
Smith & Howard Wealth Management
Georgia
$309K -$98.8K -996 -24%
MFA
414
Mayflower Financial Advisors
Massachusetts
$306K +$1.09K +11 +0.4%
PS
415
Principal Securities
Iowa
$305K -$25.1M -253,151 -99%
RCS
416
Retirement Capital Strategies
California
$305K -$21.3K -215 -7%
FPAS
417
Focus Partners Advisor Solutions
Missouri
$305K +$13.6K +137 +5%
CA
418
CGN Advisors
Kansas
$296K +$11.5K +116 +4%
SWP
419
Stratos Wealth Partners
Ohio
$296K -$69.9K -705 -19%
Bank of Montreal
420
Bank of Montreal
Ontario, Canada
$292K +$595 +6 +0.2%
AWM
421
Able Wealth Management
New Jersey
$291K -$199K -2,002 -41%
DP
422
DDD Partners
Washington
$291K +$28.2K +284 +11%
MWM
423
Maripau Wealth Management
Indiana
$290K +$289K +2,915 New
BHWM
424
Beaird Harris Wealth Management
Texas
$290K -$9.92K -100 -3%
AWA
425
Arkadios Wealth Advisors
Georgia
$289K +$288K +2,907 New

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.