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iShares 0-5 Year TIPS Bond ETF
STIP

65 hedge funds and large institutions have $168M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 65 → 65 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less capital invested

Capital invested by funds: $169M → $168M (-$1.37M)

1.35% less ownership

Funds ownership: 32.17% → 30.82% (-1.3%)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
9
Increased
21
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
Polaris Wealth Advisory Group
California
+$8.07M
2
PCA
Personal Capital Advisors
California
+$2.67M
3
Jane Street
Jane Street
New York
+$1.64M
4
UCFA
United Capital Financial Advisors
Texas
+$1.52M
5
Bank of America
Bank of America
North Carolina
+$703K

Top Sellers

1
MWM
Modera Wealth Management
New Jersey
-$4.06M
2
U
UBS
Switzerland
-$3.68M
3
CS
Comerica Securities
Michigan
-$2.47M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.04M
5
VKH
Virtu KCG Holdings
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$1.51M +$1.52M +14,986 New
LNC
27
Lincoln National Corp
Pennsylvania
$1.37M -$115K -1,129 -8%
AIA
28
Arbor Investment Advisors
North Carolina
$1.08M -$202K -1,990 -16%
LI
29
LVZ Inc
Michigan
$930K -$93.3K -919 -9%
3AM
30
3D Asset Management
Connecticut
$887K +$20.6K +203 +2%
CNB
31
City National Bank
California
$755K +$538K +5,297 +239%
AIG
32
American International Group
New York
$733K +$196K +1,930 +36%
DIA
33
Dana Investment Advisors
Wisconsin
$713K -$359K -3,537 -33%
GLA
34
Great Lakes Advisors
Illinois
$675K -$2.84K -28 -0.4%
PVH
35
Psagot Value Holdings
Israel
$675K +$112K +1,099 +20%
RFS
36
Rockefeller Financial Services
New York
$574K +$580K +5,710 New
RBC
37
Ronald Blue & Co
Georgia
$540K -$298K -2,937 -35%
PAMG
38
Patton Albertson Miller Group
Tennessee
$395K -$179K -1,765 -31%
VC
39
Vicus Capital
Pennsylvania
$392K +$122K +1,204 +45%
WA
40
Winfield Associates
Ohio
$330K -$50.8K -500 -13%
PAG
41
Private Advisor Group
New Jersey
$324K +$328K +3,226 New
AIM
42
Acropolis Investment Management
Missouri
$295K +$298K +2,935 New
BBA
43
BLB&B Advisors
Pennsylvania
$273K – – –
Stifel Financial
44
Stifel Financial
Missouri
$265K +$4.37K +43 +2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$241K – – –
HFS
46
HL Financial Services
Kentucky
$236K -$11.2K -110 -4%
LG
47
LaFleur & Godfrey
Michigan
$225K +$227K +2,235 New
CP
48
Cumberland Partners
Ontario, Canada
$221K – – –
CWM
49
Concert Wealth Management
California
$207K +$1.02K +10 +0.5%
NL
50
NWAM LLC
Washington
$202K +$3.96K +39 +2%
1
2
3 4

STIP Hedge Fund Activity: Q3 2014 in Review

65 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2014, worth a combined $168M — down 0.81% from $169M a quarter earlier.

Fund positioning in STIP was balanced in Q3 2014: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 25 trimmed.

The largest buyer was Polaris Wealth Advisory Group, opening a new position worth an estimated $8.07M. The largest seller was Modera Wealth Management, cutting an estimated $4.06M.

  • 65 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $168M of iShares 0-5 Year TIPS Bond ETF stock for Q3 2014, down 0.81% quarter-over-quarter.
  • 9 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2014 and 9 closed out, a net change of 0 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2014 was Polaris Wealth Advisory Group, an estimated $8.07M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2014 was Modera Wealth Management, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2014.