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iShares 0-5 Year TIPS Bond ETF
STIP
STIP
108 hedge funds and large institutions have $604M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
125% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 20
76% more capital invested
Capital invested by funds: $343M → $604M (+$262M)
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
20% more funds holding
Funds holding: 90 → 108 (+18)
10.7% more ownership
Funds ownership: 37.98% → 48.68% (+11%)
Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
2.69%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
25
Increased
45
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$80.4M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$40.5M |
| 3 |
BlackRock
New York
|
+$30.5M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$17.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPG
101
Risk Paradigm Group
Austin,
Texas
| $13.6K | -$540K | -5,344 | -98% |
|
|
VCM
102
Vigilant Capital Management
Portland,
Maine
| $13K | – | – | – |
|
103
Citigroup
New York
| $10K | – | – | – |
|
|
AA
104
AlphaMark Advisors
Ft. Wright,
Kentucky
| $10K | +$4.55K | +45 | +82% |
|
|
FANJ
105
Financial Architects (New Jersey)
Marlton,
New Jersey
| $8K | +$7.48K | +74 | New |
|
|
BCI
106
Brinker Capital Investments
Berwyn,
Pennsylvania
| $6K | – | – | – |
|
|
PA
107
Parallel Advisors
San Francisco,
California
| $6K | – | – | – |
|
|
AWM
108
Avior Wealth Management
Omaha,
Nebraska
| $4K | – | – | – |
|
|
WA
109
WFG Advisors
Dallas,
Texas
| $1K | – | – | – |
|
110
Prudential Financial
Newark,
New Jersey
| – | -$600K | -5,961 | Closed |
|
|
HCM
111
Horan Capital Management
Hunt Valley,
Maryland
| – | -$243K | -2,417 | Closed |
|
|
EWM
112
Empirical Wealth Management
Seattle,
Washington
| – | -$206K | -2,047 | Closed |
|
|
DADC
113
D.A. Davidson & Co
Great Falls,
Montana
| – | -$5K | -50 | Closed |
|