iShares 0-5 Year TIPS Bond ETF
STIP
611 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 65 funds opening new positions, 206 increasing their positions, 265 reducing their positions, and 96 closing their positions.
15,639% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $79K
5.88% less ownership
Funds ownership: 70.14% → 64.26% (-5.9%)
7% less funds holding
Funds holding: 658 → 611 (-47)
11% less capital invested
Capital invested by funds: $9.23B → $8.2B (-$1.02B)
16% less funds holding in top 10
Funds holding in top 10: 87 → 73 (-14)
22% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 265
32% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$180M |
| 2 |
Betterment LLC
New York
|
+$58.4M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$52.2M |
| 4 |
TA
Tiedemann Advisors
New York
|
+$49.1M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$509M |
| 2 |
Goldman Sachs
New York
|
-$462M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$101M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$71.6M |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$54.1M |
STIP Hedge Fund Activity: Q1 2023 in Review
611 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2023, worth a combined $8.2B — down 11% from $9.23B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of STIP and 65 opened new positions — a net loss of 31 holders — while 265 trimmed existing stakes and 206 added.
The largest buyer was Fidelity Investments, adding an estimated $180M. The largest seller was Jane Street, cutting an estimated $509M.
- 611 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2023, down from 658 in Q4 2022.
- Funds reported $8.2B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2023, down 11% quarter-over-quarter.
- 65 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2023 and 96 closed out, a net change of -31 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2023 was Fidelity Investments, an estimated $180M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2023 was Jane Street, an estimated $509M sold.
Based on aggregated 13F filings for Q1 2023.