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iShares 0-5 Year TIPS Bond ETF
STIP

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.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $775M → $965M (+$190M)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

8% more funds holding

Funds holding: 146 → 158 (+12)

0.73% more ownership

Funds ownership: 54.83% → 55.56% (+0.73%)

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.62%
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
Modera Wealth Management
New Jersey
+$41.7M
2
Jane Street
Jane Street
New York
+$37.3M
3
LJAC
L.J. Altfest & Co
New York
+$26.4M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$11.5M
5
BFG
Barber Financial Group
Kansas
+$9.93M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$18.9M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$16.1M
3
HCM
Horan Capital Management
Maryland
-$7.68M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.17M
5
VF
Virtu Financial
New York
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFPM
101
Sensible Financial Planning & Management
Massachusetts
$437K – – –
MFP
102
Mosaic Financial Partners
California
$423K +$422K +4,233 New
PA
103
PFG Advisors
Arizona
$418K +$2.79K +28 +0.7%
PWM
104
Paulson Wealth Management
Illinois
$418K +$416K +4,173 New
SMG
105
Smart Money Group
Texas
$401K +$400K +4,009 New
LG
106
LaFleur & Godfrey
Michigan
$384K – – –
HighTower Advisors
107
HighTower Advisors
Illinois
$370K -$1.9K -19 -0.5%
WT
108
Washington Trust
Rhode Island
$359K +$1.1K +11 +0.3%
Stifel Financial
109
Stifel Financial
Missouri
$356K +$108K +1,085 +44%
FFA
110
Fragasso Financial Advisors
Pennsylvania
$340K -$32.4K -325 -9%
CA
111
Cetera Advisors
Colorado
$332K +$330K +3,303 New
GTAM
112
Global Trust Asset Management
Florida
$330K +$264K +2,650 +408%
FIMG
113
Financial & Investment Management Group
Michigan
$326K +$325K +3,253 New
VC
114
Vicus Capital
Pennsylvania
$316K -$4.19K -42 -1%
IA
115
IFP Advisors
Florida
$302K – – –
DIA
116
Dana Investment Advisors
Wisconsin
$273K – – –
NA
117
Nottingham Advisors
New York
$254K +$1.6K +16 +0.6%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$253K +$13K +130 +5%
3AM
119
3D Asset Management
Connecticut
$248K +$2.29K +23 +0.9%
SHIM
120
Stone House Investment Management
Pennsylvania
$247K -$3.09M -30,961 -93%
CIBC World Market
121
CIBC World Market
Ontario, Canada
$235K -$47.9K -480 -17%
MCG
122
McCollum Christoferson Group
New York
$222K -$2K -20 -0.9%
AWA
123
Acorn Wealth Advisors
Michigan
$210K +$48.4K +485 +30%
WS
124
Wedbush Securities
California
$203K +$202K +2,024 New
VIA
125
Vantage Investment Advisors
Pennsylvania
$189K +$189K +1,892 New
3 4
5
6 7

STIP Hedge Fund Activity: Q1 2018 in Review

158 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2018, worth a combined $965M — up 25% from $775M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new STIP positions and 15 closed out — a net gain of 16 holders — while 73 added to existing stakes and 34 trimmed.

The largest buyer was Modera Wealth Management, adding an estimated $41.7M. The largest seller was Janney Montgomery Scott, cutting an estimated $18.9M.

  • 158 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2018, up from 146 in Q4 2017.
  • Funds reported $965M of iShares 0-5 Year TIPS Bond ETF stock for Q1 2018, up 25% quarter-over-quarter.
  • 31 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2018 and 15 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2018 was Modera Wealth Management, an estimated $41.7M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2018 was Janney Montgomery Scott, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2018.