STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
31
Increased
73
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$129M
2
Jane Street
2
Jane Street
New York
$37.6M
3
LJAC
3
L.J. Altfest & Co
New York
$36.9M
4
TPWA
4
TRUE Private Wealth Advisors
Oregon
$11.6M
5
BFG
5
Barber Financial Group
Kansas
$9.96M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$25.1M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$3.24M
3
HCM
3
Horan Capital Management
Maryland
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$826K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCP
76
Martin Capital Partners
Oregon
$862K 8,610 -16 -0.2%
TIM
77
Tortoise Investment Management
New York
$851K 8,500 +7,500 +750%
CAM
78
Covenant Asset Management
New Jersey
$827K 8,254 +234 +3%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$826K 8,251 -41,820 -84%
M&T Bank
80
M&T Bank
New York
$794K 7,928 – –
FAAS
81
First Allied Advisory Services
California
$749K 7,495 +7,174 +2,235%
BFA
82
Beaumont Financial Advisors
Massachusetts
$746K 7,449 +2,608 +54%
AI
83
Atria Investments
North Carolina
$744K 7,434 -716 -9%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$694K 6,936 +1,082 +18%
RCG
85
Ruggie Capital Group
Florida
$690K 6,893 +6,765 +5,285%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$676K 6,748 -800 -11%
MAS
87
Madden Advisory Services
Florida
$664K 6,635 – –
PVH
88
Psagot Value Holdings
Israel
$644K 6,430 -30 -0.5%
AWM
89
AE Wealth Management
Kansas
$611K 6,103 +3,460 +131%
SS
90
Simplicity Solutions
Minnesota
$603K 6,025 +3,460 +135%
SWP
91
Stratos Wealth Partners
Ohio
$592K 5,912 +5,912 New
EWM
92
Empirical Wealth Management
Washington
$580K 5,792 +5,792 New
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$572K 5,710 +5,710 New
KFGK
94
Keystone Financial Group (Kentucky)
Kentucky
$525K 5,259 – –
KWA
95
KCS Wealth Advisory
California
$522K 5,210 +1,119 +27%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$504K 5,039 +97 +2%
FA
97
Fortis Advisors
Pennsylvania
$503K 5,019 +5,019 New
1WA
98
180 Wealth Advisors
Washington
$485K 4,822 +2,143 +80%
Barclays
99
Barclays
United Kingdom
$468K 4,675 – –
NWM
100
Northwest Wealth Management
Iowa
$461K 4,597 +1,239 +37%
2 3
4
5 6