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 %
RSWM
451
Robertson Stephens Wealth Management
California
$371K -$582K -5,736 -61%
GC
452
Gratus Capital
Georgia
$367K -$89.8K -886 -20%
AWM
453
Accurate Wealth Management
Florida
$366K +$366K +3,616 New
CF
454
Clarity Financial
Texas
$360K -$159K -1,572 -31%
FFG
455
Ford Financial Group
California
$354K +$7.39K +73 +2%
CFG
456
Citizens Financial Group
Rhode Island
$354K +$354K +3,487 New
RF
457
Rollins Financial
Georgia
$349K +$113K +1,114 +48%
NL
458
NWAM LLC
Washington
$349K +$116K +1,143 +50%
Barclays
459
Barclays
United Kingdom
$348K – – –
HI
460
Harbour Investments
Wisconsin
$339K +$339K +3,346 New
BCM
461
Beaumont Capital Management
Massachusetts
$339K +$339K +3,351 New
RW
462
REDW Wealth
New Mexico
$337K +$337K +3,325 New
BCM
463
Boltwood Capital Management
California
$335K – – –
LG
464
LaFleur & Godfrey
Michigan
$334K – – –
HWMA
465
Heritage Wealth Management (Arizona)
Arizona
$326K +$122K +1,205 +60%
B
466
Bridgeworth
Alabama
$323K -$304K -3,000 -48%
CWS
467
Cypress Wealth Services
California
$322K -$406 -4 -0.1%
BWM
468
Birchcreek Wealth Management
Ohio
$313K -$66.8K -659 -18%
WIC
469
Woodmont Investment Counsel
Tennessee
$313K +$118K +1,163 +60%
HWM
470
Horizons Wealth Management
North Carolina
$312K +$312K +3,085 New
MFA
471
Mayflower Financial Advisors
Massachusetts
$310K – – –
ATWA
472
Arbor Trust Wealth Advisors
Michigan
$306K +$306K +3,014 New
PPP
473
Private Portfolio Partners
New Jersey
$305K +$305K +3,003 New
SSWM
474
Sheets Smith Wealth Management
North Carolina
$304K -$290K -2,854 -49%
RG
475
Rathbones Group
United Kingdom
$303K +$303K +2,989 New
17 18
19
20 21