STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
31
Increased
73
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$129M
2
Jane Street
2
Jane Street
New York
$37.6M
3
LJAC
3
L.J. Altfest & Co
New York
$36.9M
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$11.6M
5
BFG
5
Barber Financial Group
Kansas
$9.96M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$25.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.24M
3
HCM
3
Horan Capital Management
Maryland
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$826K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$2.64M 26,351 +11,622 +79%
GAM
52
Gould Asset Management
California
$2.61M 26,009 +933 +4%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$2.48M 24,745 +24,745 New
CS
54
Comerica Securities
Michigan
$2.47M 24,684 -137 -0.6%
SPC
55
Sigma Planning Corp
Michigan
$2.45M 24,488 +3,159 +15%
AG
56
Advisor Group
Arizona
$2.4M 23,989 +1,168 +5%
PAG
57
Private Advisor Group
New Jersey
$2.26M 22,516 +6,082 +37%
RT
58
Rockland Trust
Massachusetts
$2.12M 21,200 +21,200 New
RC
59
RegentAtlantic Capital
New Jersey
$2.08M 20,719 +7,465 +56%
CSIA
60
Charles Schwab Investment Advisory
California
$1.97M 19,702 +6,405 +48%
IA
61
IFG Advisory
Georgia
$1.96M 19,529 +1,635 +9%
AA
62
Alesco Advisors
New York
$1.93M 19,264 +1,820 +10%
IA
63
IndexIQ Advisors
New York
$1.93M 19,231 +15,010 +356%
FIM
64
Freedom Investment Management
Connecticut
$1.88M 18,762 +6,696 +55%
WCA
65
Westover Capital Advisors
Delaware
$1.84M 18,344 +2,213 +14%
SWP
66
Strategic Wealth Partners
Ohio
$1.81M 18,071 +16,838 +1,366%
KL
67
KWMG LLC
Kansas
$1.76M 17,565 -1,777 -9%
DAS
68
Dynamic Advisor Solutions
Arizona
$1.39M 13,891 +2,227 +19%
IWA
69
Independence Wealth Advisors
Virginia
$1.05M 10,495 -312 -3%
PFM
70
Phillips Financial Management
Indiana
$1.04M 10,359 +324 +3%
BP
71
Ballentine Partners
Massachusetts
$1.03M 10,327 – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$984K 9,831 -5,922 -38%
CTA
73
Chesley Taft & Associates
Illinois
$984K 9,830 +1,515 +18%
EIA
74
Eldridge Investment Advisors
New Hampshire
$951K 9,500 -1,000 -10%
AIA
75
Arbor Investment Advisors
North Carolina
$933K 9,312 +2,336 +33%
1 2
3
4 5