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iShares 0-5 Year TIPS Bond ETF

574 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,982% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $318K

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$176M)

0.99% more ownership

Funds ownership: 61.76%62.75% (+0.99%)

0% more funds holding

Funds holding: 574574 (0)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 238

Holders
574
Holders Change
Holders Change %
0%
% of All Funds
8.29%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
56
Increased
205
Reduced
238
Closed
49
Calls
$9.8M
Puts
$318K
Net Calls
+$9.48M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$15.4M +$2.11M +21,252 +16%
KL
77
KWMG LLC
Kansas
$15M +$915K +9,221 +7%
DWM
78
Dogwood Wealth Management
Kansas
$14.7M -$132K -1,335 -0.9%
TC
79
Trilogy Capital
California
$14.6M -$88.6K -893 -0.6%
FGAM
80
Financial Gravity Asset Management
Texas
$14.4M -$12M -121,067 -45%
TFF
81
The Family Firm
Maryland
$14.2M +$212K +2,137 +2%
Stifel Financial
82
Stifel Financial
Missouri
$13.7M -$281K -2,829 -2%
AA
83
Ancora Advisors
Ohio
$13.5M +$8.29M +83,585 +160%
BPA
84
Beacon Pointe Advisors
California
$13.4M -$667K -6,727 -5%
NCM
85
Northland Capital Management
Minnesota
$13.4M +$60.6K +611 +0.5%
SMM
86
Stadion Money Management
Georgia
$13.2M +$13.2M +132,814 New
Prudential Financial
87
Prudential Financial
New Jersey
$12.7M +$296K +2,985 +2%
RJA
88
Raymond James & Associates
Florida
$12.7M -$8.93M -90,035 -41%
GGS
89
Galvin Gaustad & Stein
Arizona
$12.6M -$88.9K -896 -0.7%
EFG
90
Ethos Financial Group
Pennsylvania
$12.3M +$222K +2,233 +2%
GC
91
Guggenheim Capital
Illinois
$11.9M +$469K +4,725 +4%
AA
92
AJ Advisors
Tennessee
$11.9M +$551K +5,554 +5%
BWA
93
Burt Wealth Advisors
Maryland
$11.8M -$562K -5,669 -5%
SOS
94
Silver Oak Securities
Tennessee
$11.8M -$1.54M -15,540 -12%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$11.8M -$2.25M -22,645 -16%
AFG
96
Arkansas Financial Group
Arkansas
$11.7M -$216K -2,179 -2%
NCM
97
New Capital Management
Texas
$11.2M -$52.5K -529 -0.5%
AMM
98
American Money Management
California
$10.9M -$60.9K -614 -0.6%
MERSOM
99
Municipal Employees' Retirement System of Michigan
Michigan
$10.9M -$8.63K -87 -0.1%
EA
100
Echo45 Advisors
California
$10.6M +$756K +7,621 +8%

STIP Hedge Fund Activity: Q2 2024 in Review

574 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2024, worth a combined $4.97B — up 3.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STIP positions and 49 closed out — a net gain of 7 holders — while 205 added to existing stakes and 238 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $42.2M.

  • 574 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.97B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 56 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2024 and 49 closed out, a net change of +7 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $252M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.