We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

311 hedge funds and large institutions have $2.41B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 142 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

178% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 51

48% more capital invested

Capital invested by funds: $1.63B → $2.41B (+$783M)

38% more funds holding in top 10

Funds holding in top 10: 26 → 36 (+10)

15% more funds holding

Funds holding: 271 → 311 (+40)

1.07% more ownership

Funds ownership: 55.23% → 56.3% (+1.1%)

Holders
311
Holders Change
+40
Holders Change %
+14.76%
% of All Funds
5.46%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.63%
New
57
Increased
142
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$317M
2
LPL Financial
LPL Financial
California
+$64.8M
3
3AM
3EDGE Asset Management
Florida
+$43.7M
4
Morgan Stanley
Morgan Stanley
New York
+$34.9M
5
DWP
Destiny Wealth Partners
Florida
+$22.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$53.5M
2
EVM
Eaton Vance Management
Massachusetts
-$11.3M
3
FTUS
Flow Traders U.S.
New York
-$9.85M
4
Stifel Financial
Stifel Financial
Missouri
-$3.63M
5
FI
FormulaFolio Investments
Michigan
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$3.76M +$561K +5,335 +18%
Creative Planning
102
Creative Planning
Kansas
$3.69M +$1.69M +16,104 +86%
HI
103
Harbour Investments
Wisconsin
$3.65M +$3.64M +34,570 New
GA
104
GoalVest Advisory
New York
$3.33M +$3.31M +31,462 New
Goldman Sachs
105
Goldman Sachs
New York
$3.17M -$2.13M -20,280 -40%
FCIM
106
Fairview Capital Investment Management
California
$3.09M -$116K -1,100 -4%
US Bancorp
107
US Bancorp
Minnesota
$3.08M – – –
OPS
108
Orion Portfolio Solutions
Nebraska
$2.94M +$2.93M +27,838 New
SPC
109
Sigma Planning Corp
Michigan
$2.92M -$310K -2,948 -10%
EIP
110
Ellis Investment Partners
Pennsylvania
$2.88M +$142K +1,351 +5%
EH
111
Equitable Holdings
New York
$2.84M +$472K +4,483 +20%
FA
112
Forefront Analytics
Pennsylvania
$2.8M – – –
RFN
113
RDA Financial Network
Iowa
$2.76M -$10.4K -99 -0.4%
HAS
114
HBW Advisory Services
California
$2.75M +$237K +2,251 +9%
HFBOT
115
Home Federal Bank of Tennessee
Tennessee
$2.71M +$433K +4,116 +19%
MCP
116
Martin Capital Partners
Oregon
$2.69M +$105K +997 +4%
CTA
117
Chesley Taft & Associates
Illinois
$2.6M +$957K +9,100 +59%
FTUS
118
Flow Traders U.S.
New York
$2.55M -$9.85M -93,682 -80%
MOS
119
MGO One Seven
Ohio
$2.48M +$238K +2,265 +11%
EPA
120
Element Pointe Advisors
Florida
$2.46M +$922K +8,765 +61%
ATPW
121
Ashton Thomas Private Wealth
Arizona
$2.4M +$626K +5,948 +36%
1WA
122
180 Wealth Advisors
Washington
$2.3M -$230K -2,191 -9%
FPS
123
Fieldpoint Private Securities
Connecticut
$2.21M +$724K +6,883 +49%
DAS
124
Dynamic Advisor Solutions
Arizona
$2.13M +$1.52M +14,424 +252%
APA
125
American Portfolios Advisors
New York
$2.08M +$1.59M +15,074 +327%
3 4
5
6 7

STIP Hedge Fund Activity: Q1 2021 in Review

311 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2021, worth a combined $2.41B — up 48% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new STIP positions and 17 closed out — a net gain of 40 holders — while 142 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, adding an estimated $317M. The largest seller was Jane Street, cutting an estimated $53.5M.

  • 311 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2021, up from 271 in Q4 2020.
  • Funds reported $2.41B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2021, up 48% quarter-over-quarter.
  • 57 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2021 and 17 closed out, a net change of +40 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2021 was Ameriprise, an estimated $317M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2021 was Jane Street, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2021.