STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

263 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 64 reducing their positions, and 16 closing their positions.

Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
5.32%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.49%
New
35
Increased
117
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$160M
2
Bank of America
2
Bank of America
North Carolina
$160M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$71.5M
4
LJAC
4
L.J. Altfest & Co
New York
$40M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15M

Top Sellers

1
LF
1
Lee Financial
Texas
$8.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.81M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$301K
4
HH
4
Hilltop Holdings
Texas
$6.46M
5
QWM
5
Quaker Wealth Management
New Jersey
$8.75M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$1.95M 18,732 -21,686 -54%
Citadel Advisors
102
Citadel Advisors
Florida
$1.81M 17,351 -110,457 -86%
EVM
103
Eaton Vance Management
Massachusetts
$1.8M 17,245 -300 -2%
ATPW
104
Ashton Thomas Private Wealth
Arizona
$1.7M 16,341 +1,620 +11%
B
105
Bridgeworth
Alabama
$1.7M 16,285 -15,230 -48%
NAS
106
Nicolet Advisory Services
Wisconsin
$1.6M 15,413 -2,090 -12%
GC
107
Guggenheim Capital
Illinois
$1.58M 15,153 +170 +1%
GC
108
Gratus Capital
Georgia
$1.57M 15,120 +15,120 New
MAS
109
Madden Advisory Services
Florida
$1.54M 14,825 -100 -0.7%
CTA
110
Chesley Taft & Associates
Illinois
$1.52M 14,626 +590 +4%
HCA
111
Heck Capital Advisors
Wisconsin
$1.52M 14,578 +201 +1%
SS
112
Simplicity Solutions
Minnesota
$1.49M 14,348 +4,026 +39%
EPA
113
Element Pointe Advisors
Florida
$1.47M 14,085 +3,585 +34%
FPS
114
Fieldpoint Private Securities
Connecticut
$1.46M 14,054 -2,108 -13%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1.46M 13,702 – –
TCA
116
Transcend Capital Advisors
New Jersey
$1.45M 13,936 +1,022 +8%
VA
117
Valmark Advisers
Ohio
$1.37M 13,191 -1 -0%
BUB
118
BBVA USA Bancshares
Texas
$1.37M 13,203 -428 -3%
EWM
119
Empirical Wealth Management
Washington
$1.33M 12,766 +660 +5%
TNBTD
120
Trustmark National Bank Trust Department
Mississippi
$1.28M 12,310 +3,596 +41%
PFM
121
Phillips Financial Management
Indiana
$1.23M 11,863 +484 +4%
KL
122
KWMG LLC
Kansas
$1.18M 11,380 -32 -0.3%
TW
123
TrinityPoint Wealth
Connecticut
$1.15M 11,075 +1,130 +11%
Franklin Resources
124
Franklin Resources
California
$1.14M 10,990 +1,190 +12%
MML Investors Services
125
MML Investors Services
Massachusetts
$1.13M 10,868 -5,092 -32%
3 4
5
6 7