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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
RJT
601
Raymond James Trust
Florida
-$363K -3,654 Closed
GM
602
GeoWealth Management
Illinois
-$306K -3,074 Closed
ARC
603
Advisor Resource Council
Texas
-$304K -3,068 Closed
AC
604
Apella Capital
Connecticut
-$278K -2,791 Closed
KV
605
Kickstand Ventures
New York
-$265K -2,664 Closed
SSB
606
Sandy Spring Bank
Maryland
-$261K -2,624 Closed
GLA
607
Good Life Advisors
Pennsylvania
-$261K -2,621 Closed
ACM
608
Ardent Capital Management
Ohio
-$258K -2,590 Closed
GS
609
GTS Securities
New York
-$255K -2,563 Closed
PCS
610
Private Client Services
Kentucky
-$241K -2,427 Closed
ACP
611
Aviance Capital Partners
Florida
-$234K -2,358 Closed
EWM
612
Executive Wealth Management
Michigan
-$217K -2,184 Closed
RSWM
613
Robertson Stephens Wealth Management
California
-$217K -2,179 Closed
DW
614
Dodds Wealth
Colorado
-$214K -2,157 Closed
EFG
615
Ehrlich Financial Group
California
-$214K -2,150 Closed
CCM
616
Coldstream Capital Management
Washington
-$206K -2,067 Closed
PMFA
617
Plante Moran Financial Advisors
Michigan
-$51K -513 Closed
PAM
618
Palisade Asset Management
Minnesota
-$35.1K -353 Closed
IGWM
619
ICA Group Wealth Management
Colorado
-$29.5K -297 Closed
RA
620
Rise Advisors
New York
-$23.1K -232 Closed
CB
621
CNB Bank
Pennsylvania
-$9.45K -95 Closed
S
622
Syntrinsic
Colorado
-$6.65K -66 Closed
M
623
MOTCO
Texas
-$3.78K -38 Closed
FFWM
624
Future Financial Wealth Management
Ohio
-$2.49K -25 Closed
IF
625
Integrity Financial
Wyoming
-$1.49K -15 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.