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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
CPG
576
Cornerstone Planning Group
New Jersey
$306
CFB
577
Cullen/Frost Bankers
Texas
$59 -$50.9K -513 -100%
OLVIG
578
Oliver Lagore Vanvalin Investment Group
Michigan
$26
GWM
579
GoalFusion Wealth Management
Texas
-$12.8M -128,508 Closed
OC
580
Oppenheimer & Co
New York
-$5.96M -59,931 Closed
LG
581
Leuthold Group
Minnesota
-$5.46M -54,897 Closed
LSAG
582
Lake Street Advisors Group
New Hampshire
-$4.07M -40,947 Closed
CG
583
Cynosure Group
Utah
-$169K -38,368 Closed
MFG
584
Merit Financial Group
Georgia
-$1.84M -18,612 Closed
EGWAG
585
Elwood & Goetz Wealth Advisory Group
Georgia
-$1.81M -18,205 Closed
Barclays
586
Barclays
United Kingdom
-$1.21M -12,200 Closed
SEP
587
Southland Equity Partners
Missouri
-$1.17M -11,815 Closed
LNC
588
Lincoln National Corp
Pennsylvania
-$1.11M -11,161 Closed
NL
589
NWAM LLC
Washington
-$992K -10,016 Closed
FL
590
FreeGulliver LLC
Louisiana
-$961K -9,669 Closed
Bank of New York Mellon
591
Bank of New York Mellon
New York
-$959K -9,649 Closed
RWA
592
Redhawk Wealth Advisors
Minnesota
-$696K -6,996 Closed
PBF
593
Petix & Botte Financial
California
-$642K -6,453 Closed
BTWM
594
Baker Tilly Wealth Management
Wisconsin
-$630K -6,337 Closed
EIA
595
Eldridge Investment Advisors
New Hampshire
-$547K -5,500 Closed
MFIM
596
Mesirow Financial Investment Management
Illinois
-$464K -4,665 Closed
SG
597
StoneX Group
New York
-$399K -4,018 Closed
EW
598
Evoke Wealth
California
-$393K -3,955 Closed
CWM
599
Campbell Wealth Management
Virginia
-$367K -3,688 Closed
TCM
600
Triumph Capital Management
Colorado
-$365K -3,678 Closed

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.