iShares 0-5 Year TIPS Bond ETF
STIP
68 hedge funds and large institutions have $225M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 11 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
18% more capital invested
Capital invested by funds: $190M → $225M (+$34.7M)
5.55% more ownership
Funds ownership: 38.82% → 44.37% (+5.6%)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1% less funds holding
Funds holding: 69 → 68 (-1)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
+$15.1M |
| 2 |
F
FutureAdvisor
San Francisco,
California
|
+$8.22M |
| 3 |
SG Americas Securities
New York
|
+$4.97M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$4.87M |
| 5 |
Jane Street
New York
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$6.3M |
| 2 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
-$6.2M |
| 3 |
BMM
Buffington Mohr McNeal
Boise,
Idaho
|
-$2.23M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.09M |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFPM
76
Sensible Financial Planning & Management
Waltham,
Massachusetts
| – | -$16K | -158 | Closed |
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$13 | -128 | Closed |
|
|
BBHC
78
Brown Brothers Harriman & Co
New York
| – | -$4K | -45 | Closed |
|
STIP Hedge Fund Activity: Q1 2015 in Review
68 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2015, worth a combined $225M — up 18% from $190M a quarter earlier.
Fund positioning in STIP was balanced in Q1 2015: 11 funds opened new positions, 11 closed out, 18 added to existing stakes and 21 trimmed.
The largest buyer was Cerity Partners OCIO, opening a new position worth an estimated $15.1M. The largest seller was Modera Wealth Management, cutting an estimated $6.3M.
- 68 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2015, down from 69 in Q4 2014.
- Funds reported $225M of iShares 0-5 Year TIPS Bond ETF stock for Q1 2015, up 18% quarter-over-quarter.
- 11 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2015 and 11 closed out, a net change of 0 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2015 was Cerity Partners OCIO, an estimated $15.1M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2015 was Modera Wealth Management, an estimated $6.3M sold.
Based on aggregated 13F filings for Q1 2015.