We are live on ! Find out more
STIP icon

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
TWC
501
TD Waterhouse Canada
Ontario, Canada
$68.7K +$2.08K +21 +3%
CAM
502
Clarity Asset Management
Iowa
$68K +$893 +9 +1%
MIFH
503
Migdal Insurance & Financial Holdings
Israel
$67K -$29.8K -300 -31%
ACA
504
American Capital Advisory
Idaho
$64.3K -$108K -1,092 -63%
NS
505
NBC Securities
Alabama
$64K -$4.66K -47 -7%
NFSG
506
Newbridge Financial Services Group
Florida
$63.6K
HR
507
Howe & Rusling
New York
$56.8K -$19.8K -200 -26%
DRS
508
Deane Retirement Strategies
Louisiana
$53.8K +$53.7K +541 New
BCPWM
509
Bradley & Co Private Wealth Management
Florida
$51.7K
SA
510
Scarborough Advisors
Maryland
$51.5K -$12K -121 -19%
CMBA
511
C.M. Bidwell & Associates
Hawaii
$51.2K
SHIM
512
Stone House Investment Management
Pennsylvania
$50K -$3.77K -38 -7%
FCA
513
FinTrust Capital Advisors
South Carolina
$49.7K
SWC
514
Spectrum Wealth Counsel
Indiana
$46.9K -$3.08K -31 -6%
WOSD
515
WFA of San Diego
California
$46.8K +$46.6K +470 New
GG
516
Gleason Group
Kentucky
$46.2K +$46K +464 New
IHWM
517
Iron Horse Wealth Management
Iowa
$41.8K
AWM
518
AllSquare Wealth Management
New York
$40.3K
SIS
519
Sound Income Strategies
Florida
$38.1K +$27.6K +278 +265%
SRCM
520
Signature Resources Capital Management
California
$35.1K -$29.4K -296 -46%
RI
521
Ridgewood Investments
New Jersey
$34.4K +$34.3K +346 New
AIM
522
Arcadia Investment Management
Michigan
$34.3K
BWAM
523
Boyd Watterson Asset Management
Ohio
$32.7K
RPCA
524
Running Point Capital Advisors
California
$32.6K
CIAS
525
Capital Investment Advisory Services
North Carolina
$30.8K +$2.48K +25 +9%

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.