STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

222 hedge funds and large institutions have $1.25B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 33 closing their positions.

Holders
222
Holders Change
+20
Holders Change %
+9.9%
% of All Funds
4.95%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.42%
New
55
Increased
83
Reduced
62
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$131M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.9M
3
UBS Group
3
UBS Group
Switzerland
$52M
4
AMM
4
American Money Management
California
$7.95M
5
Morgan Stanley
5
Morgan Stanley
New York
$39.2M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$102M
2
BlackRock
2
BlackRock
New York
$95M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
DWM
4
Destination Wealth Management
California
$38.8M
5
JIR
5
James Investment Research
Ohio
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
76
Nottingham Advisors
New York
$2.47M 24,557 +21,869 +814%
CS
77
Comerica Securities
Michigan
$2.39M 24,351 +291 +1%
WCM
78
Weatherstone Capital Management
Colorado
$2.28M 23,105 +23,105 New
EPA
79
Element Pointe Advisors
Florida
$2.25M 22,921 +22,921 New
CA
80
Continuum Advisory
Idaho
$2.21M 22,521 +1,201 +6%
AG
81
Advisor Group
Arizona
$2.2M 22,467 +689 +3%
EIP
82
Ellis Investment Partners
Pennsylvania
$2.19M 21,898 +21,898 New
GIM
83
Goelzer Investment Management
Indiana
$2.16M 22,025 +3,250 +17%
JPG
84
Jordan Park Group
California
$2.06M 20,985 +20,985 New
PWM
85
Paulson Wealth Management
Illinois
$1.95M 19,855 +11,794 +146%
FIM
86
Freedom Investment Management
Connecticut
$1.94M 19,773 +6,044 +44%
FPS
87
Fieldpoint Private Securities
Connecticut
$1.79M 18,225 +5,415 +42%
CTA
88
Chesley Taft & Associates
Illinois
$1.72M 17,560 -675 -4%
FAM
89
Formidable Asset Management
Ohio
$1.69M 17,229 +491 +3%
IWA
90
Independence Wealth Advisors
Virginia
$1.64M 16,699 +1,001 +6%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$1.61M 16,464 +16,464 New
HW
92
Hancock Whitney
Mississippi
$1.56M 15,961 -57,655 -78%
IA
93
IFP Advisors
Florida
$1.55M 15,793 +9,157 +138%
FA
94
Forefront Analytics
Pennsylvania
$1.52M 15,500 +7,800 +101%
AI
95
Atria Investments
North Carolina
$1.35M 13,721 -933 -6%
AF
96
Advisornet Financial
Minnesota
$1.28M 13,096 +2,055 +19%
AIA
97
Arbor Investment Advisors
North Carolina
$1.27M 12,986 -455 -3%
MCP
98
Martin Capital Partners
Oregon
$1.26M 12,817 +3,428 +37%
GPA
99
Guidance Point Advisors
Massachusetts
$1.17M 11,938 +11,938 New
CAM
100
Cresset Asset Management
Illinois
$1.1M 11,196 +11,196 New
2 3
4
5 6