iShares 0-5 Year TIPS Bond ETF
STIP
69 hedge funds and large institutions have $190M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
13% more capital invested
Capital invested by funds: $168M → $190M (+$22.1M)
7.99% more ownership
Funds ownership: 30.82% → 38.82% (+8%)
6% more funds holding
Funds holding: 65 → 69 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFS
76
HL Financial Services
Louisville,
Kentucky
| – | -$236K | -2,350 | Closed |
|
|
CWM
77
Concert Wealth Management
San Jose,
California
| – | -$207K | -2,050 | Closed |
|
|
GIA
78
Granite Investment Advisors
Concord,
New Hampshire
| – | -$201K | -2,000 | Closed |
|
79
Ameriprise
Minneapolis,
Minnesota
| – | -$173K | -1,718 | Closed |
|
80
Creative Planning
Overland Park,
Kansas
| – | -$31K | -310 | Closed |
|
81
Citigroup
New York
| – | -$1K | -10 | Closed |
|
82
BlackRock
New York
| – | +$100 | +1 | New |
|
|
BA
83
BlackRock Advisors
Wilmington,
Delaware
| – | +$100 | +1 | New |
|
84
Parallax Volatility Advisers
San Francisco,
California
| – | +$100 | +1 | New |
|
STIP Hedge Fund Activity: Q4 2014 in Review
69 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2014, worth a combined $190M — up 13% from $168M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new STIP positions and 13 closed out — a net gain of 7 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $5.43M. The largest seller was Cerity Partners OCIO, exiting entirely with an estimated $12.2M sold.
- 69 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2014, up from 65 in Q3 2014.
- Funds reported $190M of iShares 0-5 Year TIPS Bond ETF stock for Q4 2014, up 13% quarter-over-quarter.
- 20 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2014 and 13 closed out, a net change of +7 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $5.43M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2014 was Cerity Partners OCIO, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2014.