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iShares 0-5 Year TIPS Bond ETF

574 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,982% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $318K

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$176M)

0.99% more ownership

Funds ownership: 61.76%62.75% (+0.99%)

0% more funds holding

Funds holding: 574574 (0)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 238

Holders
574
Holders Change
Holders Change %
0%
% of All Funds
8.29%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
56
Increased
205
Reduced
238
Closed
49
Calls
$9.8M
Puts
$318K
Net Calls
+$9.48M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
51
L.J. Altfest & Co
New York
$22.7M -$206K -2,080 -0.9%
Creative Planning
52
Creative Planning
Kansas
$22.6M -$5.27M -53,120 -19%
EF
53
Empowered Funds
Pennsylvania
$22.1M +$12.3M +123,546 +123%
SWIG
54
Strategic Wealth Investment Group
Kentucky
$21.3M +$21.3M +215,130 New
GP
55
Greenline Partners
New York
$21.1M +$537K +5,408 +3%
WA
56
Wilshire Advisors
California
$21.1M -$210K -2,113 -1%
HighTower Advisors
57
HighTower Advisors
Illinois
$21M +$1.34M +13,503 +7%
RT
58
Rockland Trust
Massachusetts
$20.9M +$214K +2,153 +1%
Osaic Holdings
59
Osaic Holdings
Arizona
$20.3M +$5.73M +57,740 +40%
SFPM
60
Sensible Financial Planning & Management
Massachusetts
$19.8M +$948K +9,558 +5%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$18.9M -$1.21M -12,210 -6%
EWM
62
Empirical Wealth Management
Washington
$18.5M -$608K -6,127 -3%
JWM
63
Jeppson Wealth Management
California
$18.4M -$584K -5,882 -3%
EPM
64
Elm Partners Management
Pennsylvania
$18.1M +$7.95M +80,089 +79%
PCIA
65
Prime Capital Investment Advisors
Kansas
$18.1M -$183K -1,845 -1%
SCM
66
Stordahl Capital Management
Colorado
$17.8M +$970K +9,773 +6%
PA
67
Parkside Advisors
California
$17.6M +$616K +6,206 +4%
Corient Private Wealth
68
Corient Private Wealth
Florida
$17.5M -$1.38M -13,904 -7%
BCI
69
Brinker Capital Investments
Pennsylvania
$17.1M +$98.8K +996 +0.6%
OPS
70
Orion Portfolio Solutions
Nebraska
$17.1M +$98.8K +996 +0.6%
PMG
71
ProVise Management Group
Florida
$17.1M +$931K +9,387 +6%
CHP
72
Cable Hill Partners
Oregon
$16.9M +$334K +3,369 +2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$16.6M -$244K -2,461 -1%
PGA
74
Portland Global Advisors
Maine
$16.4M +$853K +8,598 +6%
CWP
75
Cyndeo Wealth Partners
Florida
$16.1M +$599K +6,035 +4%

STIP Hedge Fund Activity: Q2 2024 in Review

574 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2024, worth a combined $4.97B — up 3.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STIP positions and 49 closed out — a net gain of 7 holders — while 205 added to existing stakes and 238 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $42.2M.

  • 574 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.97B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 56 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2024 and 49 closed out, a net change of +7 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $252M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.