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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
IWP
526
IAG Wealth Partners
Wisconsin
$30.3K +$30.3K +305 New
HNB
527
Huntington National Bank
Ohio
$29.9K
EDRH
528
Edmond de Rothschild Holding
Switzerland
$29.8K
PG
529
Proffitt & Goodson
Tennessee
$26.9K
LFG
530
Larson Financial Group
Missouri
$26.9K +$26.3K +265 +5,300%
BCWM
531
Bartlett & Co Wealth Management
Ohio
$24.5K -$19.7K -199 -45%
AGWCA
532
Annis Gardner Whiting Capital Advisors
Florida
$24.5K
PA
533
Parallel Advisors
California
$23.7K -$1.29K -13 -5%
PP
534
PrairieView Partners
Minnesota
$22K +$3.17K +32 +16%
SS
535
Sunbelt Securities
Texas
$19.3K -$4.46K -45 -19%
AssetMark Inc
536
AssetMark Inc
California
$19.2K -$12.6K -127 -40%
RWMG
537
Redwood Wealth Management Group
New Jersey
$18.4K +$18.4K +185 New
GWSG
538
GPS Wealth Strategies Group
Colorado
$16.2K -$7.54K -76 -32%
LOIP
539
Live Oak Investment Partners
Texas
$15.1K
MRCM
540
M&R Capital Management
New Jersey
$14.9K
HCM
541
Horrell Capital Management
Arkansas
$14K
Deutsche Bank
542
Deutsche Bank
Germany
$13K
TF
543
Tompkins Financial
New York
$13K
KFS
544
Kelly Financial Services
Massachusetts
$11.8K +$198 +2 +2%
IAIM
545
International Assets Investment Management
Florida
$11.2K +$11.2K +113 New
TAM
546
Tucker Asset Management
Colorado
$11.1K +$992 +10 +10%
NSIM
547
North Star Investment Management
Illinois
$9.95K
TSMHT
548
Thurston Springer Miller Herd & Titak
Indiana
$9.95K +$9.92K +100 New
PO
549
Private Ocean
California
$8.66K +$694 +7 +9%
ADL
550
Asset Dedication LLC
California
$8.26K

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.