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iShares 0-5 Year TIPS Bond ETF
STIP

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: 574 → 574 (0)

8% less funds holding in top 10

Funds holding in top 10: 51 → 47 (-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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$252M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$39.3M
3
Betterment LLC
Betterment LLC
New York
+$25.8M
4
NYLIM
New York Life Investment Management
New York
+$21.5M
5
KAS
Kestra Advisory Services
Texas
+$17.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42.2M
2
PS
Principal Securities
Iowa
-$25.1M
3
FCAS
First Command Advisory Services
Texas
-$22M
4
Jane Street
Jane Street
New York
-$16.9M
5
DAS
Diversify Advisory Services
Utah
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$44.8M -$6M -60,469 -12%
DWM
27
Dynasty Wealth Management
Florida
$42.2M -$2.05M -20,687 -5%
FLPIM
28
F.L. Putnam Investment Management
Massachusetts
$41.8M +$2.35M +23,684 +6%
QWP
29
Quotient Wealth Partners
Texas
$40.8M -$1.88M -18,906 -4%
CTC
30
Central Trust Company
Missouri
$39.8M -$11.2M -113,181 -22%
SL
31
Summitry LLC
California
$37.1M +$819K +8,252 +2%
SIC
32
Sigma Investment Counselors
Michigan
$35.5M -$43.6K -439 -0.1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$35.3M -$1.98M -19,955 -5%
Renaissance Technologies
34
Renaissance Technologies
New York
$33.9M +$9.86M +99,400 +41%
LA
35
LVW Advisors
New York
$32.5M +$1.36M +13,684 +4%
SCM
36
SCS Capital Management
Massachusetts
$32.2M -$2.21M -22,251 -6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$31.8M +$6.63M +66,830 +26%
PFA
38
Pure Financial Advisors
California
$30.5M +$303K +3,052 +1%
UBS Group
39
UBS Group
Switzerland
$30.4M -$90.6K -913 -0.3%
TC
40
TownSquare Capital
Utah
$28.5M -$2.51M -25,269 -8%
NYLIM
41
New York Life Investment Management
New York
$26.8M +$21.5M +216,799 +416%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$26.6M -$4.95M -49,939 -16%
AAM
43
Austin Asset Management
Texas
$26.6M +$735K +7,407 +3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$25.8M -$127K -1,280 -0.5%
APG
45
Abacus Planning Group
South Carolina
$24.2M +$1.91M +19,274 +9%
GAM
46
Gould Asset Management
California
$23.8M +$8.78M +88,479 +59%
KAS
47
Kestra Advisory Services
Texas
$23.7M +$17.8M +179,734 +305%
KLI
48
Kelman-Lazarov Inc
Tennessee
$23.7M +$1.03M +10,365 +5%
Victory Capital Management
49
Victory Capital Management
Texas
$23.4M – – –
MMA
50
Miracle Mile Advisors
California
$23.2M +$2.1M +21,194 +10%
1
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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.