STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

90 hedge funds and large institutions have $343M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+15
Holders Change %
+20%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
21
Increased
32
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.52M
3
JIR
3
James Investment Research
Ohio
$7.77M
4
PCA
4
Personal Capital Advisors
California
$43.2M
5
LF
5
Lee Financial
Texas
$3.69M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$9.07M
3
RPG
3
Risk Paradigm Group
Texas
$552K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$60K 600 -507 -46%
OC
77
Oakworth Capital
Alabama
$58K 572 – –
MFS
78
MSI Financial Services
Massachusetts
$49K 488 – –
GBT
79
Grove Bank & Trust
Florida
$25K 250 – –
NFG
80
Next Financial Group
Texas
$25K 252 +51 +25%
M
81
MOTCO
Texas
$19K 190 – –
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$16K 159 – –
VCM
83
Vigilant Capital Management
Maine
$13K 125 – –
Citigroup
84
Citigroup
New York
$10K 100 +100 New
BCI
85
Brinker Capital Investments
Pennsylvania
$6K 58 – –
AA
86
AlphaMark Advisors
Kentucky
$6K 55 +55 New
PA
87
Parallel Advisors
California
$6K 58 +58 New
DADC
88
D.A. Davidson & Co
Montana
$5K 50 – –
AWM
89
Avior Wealth Management
Nebraska
$4K 40 – –
WA
90
WFG Advisors
Texas
$1K 10 – –
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– – -71,792 Closed
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
– – -28,111 Closed
FAAS
93
First Allied Advisory Services
California
– – -2,897 Closed
AIM
94
Acropolis Investment Management
Missouri
– – -1,335 Closed
CWM
95
Concert Wealth Management
California
– – -557 Closed
GWS
96
Glassman Wealth Services
Virginia
– – -238 Closed
BA
97
BlackRock Advisors
Delaware
$0 1 – –
MNA
98
Manning & Napier Advisors
New York
– – – –
ACM
99
Argentus Capital Management
Texas
– – – –
Parallax Volatility Advisers
100
Parallax Volatility Advisers
California
$0 1 – –
1 2 3
4
5