STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

609 hedge funds and large institutions have $8.2B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-46
Holders Change %
-7.02%
% of All Funds
9.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.15%
New
66
Increased
206
Reduced
262
Closed
96
Calls
$12.4M
Puts
$79K
Net Calls
+$12.4M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
651
Olympus Wealth Management
Utah
– -$362K -3,729 Closed
ZIM
652
Zacks Investment Management
Illinois
– -$299K -3,087 Closed
FAT
653
First American Trust
California
– -$298K -3,069 Closed
CG
654
Clifford Group
Massachusetts
– -$298K -3,069 Closed
AWG
655
Altus Wealth Group
Colorado
– -$280K -2,892 Closed
ECM
656
Evergreen Capital Management
Washington
– -$262K -2,700 Closed
CC
657
Cadinha & Co
Hawaii
– -$262K -2,697 Closed
DRS
658
Deane Retirement Strategies
Louisiana
– -$261K -2,688 Closed
Allianz Asset Management
659
Allianz Asset Management
Germany
– -$255K -2,630 Closed
SWA
660
Sightline Wealth Advisors
Connecticut
– -$250K -2,583 Closed
OFS
661
Oldfather Financial Services
Nebraska
– -$250K -2,577 Closed
ODIJL
662
One Day In July LLC
Vermont
– -$242K -2,500 Closed
PPW
663
Parcion Private Wealth
Washington
– -$241K -2,488 Closed
HPM
664
Hoxton Planning & Management
West Virginia
– -$239K -2,466 Closed
CAMG
665
CWA Asset Management Group
Florida
– -$238K -2,450 Closed
TPWA
666
TRUE Private Wealth Advisors
Oregon
– -$237K -2,449 Closed
CF
667
Clarity Financial
Texas
– -$237K -2,449 Closed
JBA
668
Johnson Bixby & Associates
Washington
– -$236K -2,439 Closed
HSA
669
HBK Sorce Advisory
Pennsylvania
– -$234K -2,418 Closed
BEC
670
Blue Edge Capital
Virginia
– -$230K -2,375 Closed
OCM
671
One Capital Management
California
– -$230K -2,370 Closed
PFG
672
Peterson Financial Group
Iowa
– -$220K -2,271 Closed
HFA
673
High Falls Advisors
New York
– -$216K -2,232 Closed
RW
674
REDW Wealth
New Mexico
– -$211K -2,175 Closed
SAS
675
SMI Advisory Services
Indiana
– -$206K -2,140 Closed
25 26
27
28 29