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iShares 0-5 Year TIPS Bond ETF

235 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $1.25B → $1.41B (+$160M)

12% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 77

6% more funds holding

Funds holding: 222235 (+13)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1.09% more ownership

Funds ownership: 58.01%59.1% (+1.1%)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
5.09%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
34
Increased
86
Reduced
77
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
51
Moneta Group Investment Advisors
Missouri
$5.47M -$170K -1,724 -3%
RT
52
Rockland Trust
Massachusetts
$5.18M +$387K +3,915 +8%
Goldman Sachs
53
Goldman Sachs
New York
$4.98M +$1.68M +16,960 +51%
WF
54
WealthTrust Fairport
Ohio
$4.92M +$741K +7,499 +18%
SWP
55
Strategic Wealth Partners
Ohio
$4.83M +$1.37M +13,885 +40%
SIAM
56
Sterling Investment Advisors (Missouri)
Missouri
$4.77M +$3.46K +35 +0.1%
JIR
57
James Investment Research
Ohio
$4.45M -$607K -6,139 -12%
BAAM
58
Baker Avenue Asset Management
California
$4.42M +$79.9K +808 +2%
MAS
59
Madden Advisory Services
Florida
$4.4M -$96.1K -972 -2%
B
60
Bridgeworth
Alabama
$4.33M +$32.8K +332 +0.8%
HWA
61
Hillcrest Wealth Advisors
New Jersey
$4.23M -$749K -7,580 -15%
AA
62
Alesco Advisors
New York
$4.21M +$1.11M +11,249 +36%
GIM
63
Goelzer Investment Management
Indiana
$3.74M +$1.53M +15,500 +70%
SPC
64
Sigma Planning Corp
Michigan
$3.71M -$340K -3,439 -8%
AG
65
Advisor Group
Arizona
$3.6M +$1.35M +13,610 +61%
Citadel Advisors
66
Citadel Advisors
Florida
$3.56M +$3.53M +35,729 New
RFN
67
RDA Financial Network
Iowa
$3.52M +$3.49M +35,305 New
NCM
68
New Capital Management
Texas
$3.44M -$129K -1,305 -4%
GAM
69
Gould Asset Management
California
$3.33M +$65.7K +665 +2%
FCIM
70
Fairview Capital Investment Management
California
$3.33M +$633K +6,400 +24%
SFPM
71
Sensible Financial Planning & Management
Massachusetts
$3.16M +$420K +4,245 +15%
IA
72
IFG Advisory
Georgia
$3.15M +$282K +2,858 +10%
OFW
73
Omnia Family Wealth
Florida
$3.1M
GI
74
Gradient Investments
Minnesota
$3.01M +$385K +3,898 +15%
LNC
75
Lincoln National Corp
Pennsylvania
$2.99M -$2.31M -23,365 -44%

STIP Hedge Fund Activity: Q1 2019 in Review

235 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2019, worth a combined $1.41B — up 13% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new STIP positions and 18 closed out — a net gain of 16 holders — while 86 added to existing stakes and 77 trimmed.

The largest buyer was Ameriprise, adding an estimated $71.1M. The largest seller was BlackRock, cutting an estimated $84.6M.

  • 235 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2019, up from 222 in Q4 2018.
  • Funds reported $1.41B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 34 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2019 and 18 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2019 was Ameriprise, an estimated $71.1M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2019 was BlackRock, an estimated $84.6M sold.

Based on aggregated 13F filings for Q1 2019.