STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$14.7M 151,399 -173,277 -53%
MML Investors Services
77
MML Investors Services
Massachusetts
$14.6M 150,316 -59,425 -28%
SCM
78
Stordahl Capital Management
Colorado
$14.5M 149,962 +3,567 +2%
PGA
79
Portland Global Advisors
Maine
$14.4M 148,880 +1,663 +1%
NMFM
80
National Mutual Funds Management
Australia
$14.4M 148,352 +148,352 New
Bank of New York Mellon
81
Bank of New York Mellon
New York
$14.2M 146,833 +304 +0.2%
BCI
82
Brinker Capital Investments
Pennsylvania
$13.8M 142,740 -10,350 -7%
OPS
83
Orion Portfolio Solutions
Nebraska
$13.8M 142,740 -10,350 -7%
HWA
84
Heartwood Wealth Advisors
Virginia
$13.8M 142,369 +1,521 +1%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$13.6M 140,164 +13,100 +10%
Goldman Sachs
86
Goldman Sachs
New York
$13.4M 138,049 +131,936 +2,158%
GGS
87
Galvin Gaustad & Stein
Arizona
$13.1M 135,137 -14,069 -9%
TFF
88
The Family Firm
Maryland
$13.1M 134,838 +2,551 +2%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$12.8M 132,384 +30,602 +30%
KL
90
KWMG LLC
Kansas
$12.7M 131,481 +6,871 +6%
FA
91
FDx Advisors
Illinois
$12.7M 131,227 -3,654 -3%
NCM
92
Northland Capital Management
Minnesota
$12.7M 130,526 +54,895 +73%
RJA
93
Raymond James & Associates
Florida
$12.6M 129,747 -70,387 -35%
BPA
94
Beacon Pointe Advisors
California
$11.7M 120,593 +13,988 +13%
OC
95
Oppenheimer & Co
New York
$11.2M 115,350 -416 -0.4%
CC
96
Courier Capital
New York
$11M 113,898 +400 +0.4%
NA
97
NewEdge Advisors
Louisiana
$10.8M 111,737 +1,293 +1%
EA
98
Echo45 Advisors
California
$10.8M 111,665 -155 -0.1%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$10.6M 109,173 +103,509 +1,827%
Prudential Financial
100
Prudential Financial
New Jersey
$10.6M 108,955 -44,438 -29%
2 3
4
5 6