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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
AP
476
Atwood & Palmer
Missouri
$154K +$153K +1,546 New
HI
477
Harbour Investments
Wisconsin
$153K -$57.6K -581 -27%
CA
478
CoreCap Advisors
Michigan
$152K
NP
479
NorthRock Partners
Minnesota
$149K -$59.8K -603 -29%
MHR
480
Matthew Hamilton Rosenberg
$125K -$716K -7,215 -85%
MTC
481
Matrix Trust Company
Colorado
$123K +$5.06K +51 +4%
AF
482
Advisornet Financial
Minnesota
$115K +$32.2K +325 +39%
FFA
483
Farther Finance Advisors
California
$111K -$992 -10 -0.9%
BC
484
Barrett & Company
Rhode Island
$110K
CWC
485
Carolinas Wealth Consulting
North Carolina
$106K -$374K -3,768 -78%
MWM
486
Mascoma Wealth Management
New Hampshire
$106K -$28.4K -286 -21%
LB
487
Legacy Bridge
Iowa
$102K
WIA
488
Wetzel Investment Advisors
Indiana
$99.4K
FFA
489
Founders Financial Alliance
North Carolina
$97.4K +$694 +7 +0.7%
EWA
490
EverSource Wealth Advisors
Alabama
$94K -$1.29K -13 -1%
CAM
491
Chesapeake Asset Management
New York
$91.6K +$91.4K +921 New
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$90.5K -$2.88K -29 -3%
CAL
493
Capital Analysts LLC
Pennsylvania
$89K -$103K -1,043 -54%
JWM
494
Janiczek Wealth Management
Colorado
$88K
IA
495
IFP Advisors
Florida
$84.7K -$2.22M -22,406 -96%
KPP
496
Kings Path Partners
Texas
$83.3K +$83K +837 New
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.6K
WIM
498
Westside Investment Management
California
$73.3K
PCWA
499
Pacific Capital Wealth Advisors
California
$72.1K -$53.4K -538 -43%
FFO
500
Fortitude Family Office
Arizona
$69.1K

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.