STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
51
Wilshire Advisors
California
$19.7M 203,633 +209 +0.1%
WFS
52
Walker Financial Services
Kentucky
$19.7M 203,538 +3,665 +2%
GP
53
Greenline Partners
New York
$19.1M 197,242 +18,343 +10%
RT
54
Rockland Trust
Massachusetts
$19.1M 197,175 +2,547 +1%
EWM
55
Empirical Wealth Management
Washington
$19.1M 196,666 -55,721 -22%
MMA
56
Miracle Mile Advisors
California
$18.7M 192,620 -7,609 -4%
SWIG
57
Strategic Wealth Investment Group
Kentucky
$18.5M 190,647 +8,193 +4%
PCIA
58
Prime Capital Investment Advisors
Kansas
$18.1M 186,820 -37,292 -17%
GWM
59
GoalFusion Wealth Management
Texas
$17.4M 179,393 +2,337 +1%
LFA
60
Landmark Financial Advisors
Kentucky
$17.4M 179,047 +10,407 +6%
SFPM
61
Sensible Financial Planning & Management
Massachusetts
$17.2M 177,672 +3,477 +2%
LWA
62
LWS Wealth Advisors
New Jersey
$17.1M 176,611 +3,508 +2%
CHP
63
Cable Hill Partners
Oregon
$16.8M 173,366 -39,266 -18%
MERSOM
64
Municipal Employees' Retirement System of Michigan
Michigan
$16.7M 172,256 -238 -0.1%
GAM
65
Gould Asset Management
California
$16.3M 168,462 +9,221 +6%
EH
66
Equitable Holdings
New York
$16.2M 167,049 -29,720 -15%
IWC
67
Integrated Wealth Concepts
Massachusetts
$16.1M 166,139 -87,424 -34%
Truist Financial
68
Truist Financial
North Carolina
$15.7M 161,790 -19,023 -11%
PA
69
Parkside Advisors
California
$15.5M 159,827 +20,709 +15%
DI
70
DFPG Investments
Utah
$15.3M 157,374 +8,915 +6%
TC
71
Trilogy Capital
California
$15.2M 157,178 -602 -0.4%
PMG
72
ProVise Management Group
Florida
$15.1M 156,221 -2,205 -1%
CWP
73
Cyndeo Wealth Partners
Florida
$15M 154,371 +3,098 +2%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$14.7M 152,107 -224,577 -60%
BWA
75
Burt Wealth Advisors
Maryland
$14.7M 151,555 +12,502 +9%
1 2
3
4 5