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iShares 0-5 Year TIPS Bond ETF
STIP

235 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $1.25B → $1.41B (+$160M)

12% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 77

6% more funds holding

Funds holding: 222 → 235 (+13)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

1.09% more ownership

Funds ownership: 58.01% → 59.1% (+1.1%)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
5.09%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
34
Increased
86
Reduced
77
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$71.1M
2
AssetMark Inc
AssetMark Inc
California
+$42.5M
3
UBS Group
UBS Group
Switzerland
+$35.4M
4
Jane Street
Jane Street
New York
+$10.4M
5
DWM
Destination Wealth Management
California
+$8.96M

Top Sellers

1
BlackRock
BlackRock
New York
-$84.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$12.7M
3
Morgan Stanley
Morgan Stanley
New York
-$12.4M
4
PWMG
Prestige Wealth Management Group
New Jersey
-$7.35M
5
IA
IndexIQ Advisors
New York
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
101
NextCapital Advisers
Illinois
$1.44M +$1.43M +14,496 New
FGAM
102
Financial Gravity Asset Management
Texas
$1.38M +$1.37M +13,832 New
HW
103
Hancock Whitney
Mississippi
$1.35M -$243K -2,458 -15%
AI
104
Atria Investments
North Carolina
$1.31M -$52.3K -529 -4%
CAM
105
Cresset Asset Management
Illinois
$1.31M +$197K +1,990 +18%
AIA
106
Arbor Investment Advisors
North Carolina
$1.31M +$13.2K +134 +1%
BP
107
Ballentine Partners
Massachusetts
$1.18M +$147K +1,486 +14%
Renaissance Technologies
108
Renaissance Technologies
New York
$1.13M +$1.12M +11,300 New
MFM
109
Mirsky Financial Management
New York
$1.12M +$77.3K +782 +7%
NWM
110
Northwest Wealth Management
Iowa
$1.07M +$111K +1,118 +12%
RC
111
RegentAtlantic Capital
New Jersey
$1.06M – – –
SI
112
Stephens Inc
Arkansas
$1.05M -$9.98K -101 -0.9%
NA
113
NewEdge Advisors
Louisiana
$1.03M -$139K -1,402 -12%
PFM
114
Phillips Financial Management
Indiana
$1.02M +$988 +10 +0.1%
PFA
115
Pure Financial Advisors
California
$1M +$692 +7 +0.1%
EWM
116
Empirical Wealth Management
Washington
$969K +$278K +2,815 +41%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$944K +$152K +1,538 +19%
MAFM
118
Mid Atlantic Financial Management
Pennsylvania
$940K -$695K -7,036 -43%
TNBTD
119
Trustmark National Bank Trust Department
Mississippi
$914K -$2.2M -22,290 -71%
PWM
120
Paulson Wealth Management
Illinois
$865K -$1.1M -11,178 -56%
CSM
121
CAMG Solamere Management
North Carolina
$841K – – –
VAS
122
Vestmark Advisory Solutions
Massachusetts
$815K +$808K +8,178 New
TW
123
TrinityPoint Wealth
Connecticut
$813K +$220K +2,222 +37%
JP Morgan Chase
124
JP Morgan Chase
New York
$805K +$8.11K +82 +1%
HFS
125
HL Financial Services
Kentucky
$789K +$72.5K +734 +10%
3 4
5
6 7

STIP Hedge Fund Activity: Q1 2019 in Review

235 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2019, worth a combined $1.41B — up 13% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new STIP positions and 18 closed out — a net gain of 16 holders — while 86 added to existing stakes and 77 trimmed.

The largest buyer was Ameriprise, adding an estimated $71.1M. The largest seller was BlackRock, cutting an estimated $84.6M.

  • 235 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2019, up from 222 in Q4 2018.
  • Funds reported $1.41B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 34 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2019 and 18 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2019 was Ameriprise, an estimated $71.1M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2019 was BlackRock, an estimated $84.6M sold.

Based on aggregated 13F filings for Q1 2019.