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iShares 0-5 Year TIPS Bond ETF

574 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,982% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $318K

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$176M)

0.99% more ownership

Funds ownership: 61.76%62.75% (+0.99%)

0% more funds holding

Funds holding: 574574 (0)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 238

Holders
574
Holders Change
Holders Change %
0%
% of All Funds
8.29%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
56
Increased
205
Reduced
238
Closed
49
Calls
$9.8M
Puts
$318K
Net Calls
+$9.48M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFG Advisory
Georgia
$10.5M -$22.3K -225 -0.2%
PEA
102
Park Edge Advisors
Ohio
$10.5M +$439K +4,423 +4%
AA
103
Alesco Advisors
New York
$10.3M +$249K +2,511 +2%
CC
104
Courier Capital
New York
$10.1M -$1.33M -13,416 -12%
IWC
105
Integrated Wealth Concepts
Massachusetts
$9.93M +$2.25M +22,715 +29%
MML Investors Services
106
MML Investors Services
Massachusetts
$9.72M -$1.66M -16,738 -15%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$9.51M -$1.05M -10,586 -10%
WFS
108
Walker Financial Services
Kentucky
$9.28M -$942K -9,492 -9%
EWA
109
Exencial Wealth Advisors
Oklahoma
$8.89M -$271K -2,732 -3%
VA
110
Valmark Advisers
Ohio
$8.83M -$324K -3,268 -4%
FTUS
111
Flow Traders U.S.
New York
$8.76M -$9.22M -92,978 -51%
BW
112
BIP Wealth
Georgia
$8.76M -$532K -5,358 -6%
DA
113
Drake & Associates
Wisconsin
$8.7M +$163K +1,638 +2%
PWMG
114
Pinnacle Wealth Management Group
Michigan
$8.46M +$358K +3,609 +4%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$8.4M +$8.37M +84,400 New
NB
116
NBT Bank
New York
$7.57M +$394K +3,971 +6%
BFG
117
Bleakley Financial Group
New Jersey
$7.39M -$665K -6,700 -8%
SW
118
Simplicity Wealth
New Jersey
$7.39M -$665K -6,700 -8%
EWA
119
Elevate Wealth Advisory
Georgia
$7.26M +$915K +9,222 +14%
WCA
120
Westover Capital Advisors
Delaware
$7.23M +$2.38K +24 +0%
CM
121
Columbus Macro
Pennsylvania
$6.88M -$730K -7,359 -10%
Truist Financial
122
Truist Financial
North Carolina
$6.81M -$900K -9,074 -12%
FHA
123
First Horizon Advisors
Tennessee
$6.8M +$1.19M +12,045 +21%
SIAM
124
Sterling Investment Advisors (Missouri)
Missouri
$6.65M +$22.1K +223 +0.3%
FTB
125
First Trust Bank
Bahamas
$6.51M

STIP Hedge Fund Activity: Q2 2024 in Review

574 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2024, worth a combined $4.97B — up 3.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STIP positions and 49 closed out — a net gain of 7 holders — while 205 added to existing stakes and 238 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $42.2M.

  • 574 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.97B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 56 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2024 and 49 closed out, a net change of +7 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $252M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.