STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

606 hedge funds and large institutions have $7.85B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 218 increasing their positions, 266 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
9.56%
Holding in Top 10
61
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.28%
% of All Funds
0.96%
New
52
Increased
218
Reduced
266
Closed
52
Calls
$2.21M
Puts
–
Net Calls
+$2.21M
Net Calls Change
-$10.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.66B
2
State Street
2
State Street
Massachusetts
$69.8M
3
Betterment LLC
3
Betterment LLC
New York
$208M
4
Cerity Partners
4
Cerity Partners
New York
$42.7M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$91.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$62.3M
2
Ameriprise
2
Ameriprise
Minnesota
$306M
3
Bank of America
3
Bank of America
North Carolina
$226M
4
Morgan Stanley
4
Morgan Stanley
New York
$197M
5
Goldman Sachs
5
Goldman Sachs
New York
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
626
LWM Advisory Services
Florida
– -$421K -4,245 Closed
USCWA
627
U.S. Capital Wealth Advisors
Texas
– -$394K -3,967 Closed
DC
628
Davenport & Co
Virginia
– -$328K -3,307 Closed
FUBT
629
First United Bank & Trust
Maryland
– -$323K -3,259 Closed
AI
630
Arrien Investments
Idaho
– -$313K -3,150 Closed
LI
631
LVZ Inc
Michigan
– -$311K -3,134 Closed
RF
632
Rollins Financial
Georgia
– -$310K -3,121 Closed
GPA
633
Guidance Point Advisors
Massachusetts
– -$268K -2,696 Closed
LGWM
634
Litman Gregory Wealth Management
California
– -$261K -2,629 Closed
PIA
635
Perennial Investment Advisors
California
– -$236K -2,376 Closed
GCA
636
Gradient Capital Advisors
California
– -$229K -2,308 Closed
WIC
637
Woodmont Investment Counsel
Tennessee
– -$211K -2,125 Closed
HGWM
638
Horst & Graben Wealth Management
Oregon
– -$204K -2,058 Closed
MRWM
639
ML&R Wealth Management
Texas
– -$201K -2,023 Closed
Loomis, Sayles & Company
640
Loomis, Sayles & Company
Massachusetts
– -$192K -1,931 Closed
Nomura Asset Management
641
Nomura Asset Management
Japan
– -$187K -1,883 Closed
BTI
642
Blue Trust Inc
Georgia
– -$120K -1,240 Closed
CT
643
Cambridge Trust
Massachusetts
– -$109K -1,095 Closed
HT
644
Headlands Technologies
Illinois
– -$73K -736 Closed
BCM
645
Blume Capital Management
California
– -$50.4K -508 Closed
RCM
646
Raleigh Capital Management
North Carolina
– -$37.4K -377 Closed
US Bancorp
647
US Bancorp
Minnesota
– -$34.5K -348 Closed
CSPAM
648
Cary Street Partners Asset Management
Virginia
– -$26.8K -270 Closed
SIA
649
SkyView Investment Advisors
New Jersey
– -$25K -250 Closed
LWP
650
Lumature Wealth Partners
Georgia
– -$17.8K -179 Closed
23 24 25
26
27