We are live on ! Find out more
STIP icon

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
BHWM
451
Beaird Harris Wealth Management
Texas
$294K +$38.7K +397 +15%
Jones Financial Companies
452
Jones Financial Companies
Missouri
$292K +$288K +2,959 New
FT
453
Fiduciary Trust
Massachusetts
$292K -$73.5K -754 -20%
EAMA
454
EFG Asset Management (Americas)
Florida
$290K +$287K +2,944 New
EFG
455
Ehrlich Financial Group
California
$290K +$287K +2,943 New
KeyBank National Association
456
KeyBank National Association
Ohio
$290K +$286K +2,940 New
CA
457
CGN Advisors
Kansas
$282K -$12K -123 -4%
CCM
458
Cambridge Capital Management
Illinois
$276K +$273K +2,801 New
WS
459
Wedbush Securities
California
$276K -$313K -3,214 -53%
CWM
460
Congress Wealth Management
Massachusetts
$276K +$779 +8 +0.3%
MSWMA
461
Market Street Wealth Management Advisors
Indiana
$274K +$7.89K +81 +3%
SAM
462
Satovsky Asset Management
New York
$271K +$6.43K +66 +2%
TCM
463
Tradewinds Capital Management
Washington
$270K -$221K -2,265 -45%
OP
464
ORG Partners
Indiana
$266K +$18.9K +194 +8%
WHCI
465
W.H. Cornerstone Investments
Massachusetts
$262K +$2.05K +21 +0.8%
MRWM
466
ML&R Wealth Management
Texas
$261K +$258K +2,646 New
KWM
467
Kingsview Wealth Management
Oregon
$260K -$16.1K -165 -6%
National Bank of Canada
468
National Bank of Canada
Quebec, Canada
$259K -$18.7K -192 -7%
VPP
469
Vertex Planning Partners
Illinois
$259K -$56.6K -581 -18%
ACM
470
Ardent Capital Management
Ohio
$255K – – –
LSAG
471
Lake Street Advisors Group
New Hampshire
$255K +$252K +2,587 New
FRA
472
Frank Rimerman Advisors
California
$254K – – –
SFG
473
Sovereign Financial Group
Connecticut
$253K +$250K +2,567 New
AWM
474
Accurate Wealth Management
Florida
$248K – – –
KOC
475
Koss-Olinger Consulting
Florida
$247K -$54.8K -562 -18%
17 18
19
20 21

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.