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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
IF
126
Ironwood Financial
Arizona
$171K -$121K -1,210 -41%
OIA
127
OneDigital Investment Advisors
Kansas
$155K +$130K +1,300 +520%
MIFH
128
Migdal Insurance & Financial Holdings
Israel
$147K -$75.8K -760 -34%
CFA
129
Carroll Financial Associates
North Carolina
$140K +$140K +1,404 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$136K +$136K +1,362 New
FPS
131
Fieldpoint Private Securities
Connecticut
$127K +$71.8K +720 +131%
SEI Investments
132
SEI Investments
Pennsylvania
$109K +$101K +1,015 +1,430%
FGC
133
Financial Gravity Companies
Texas
$77K +$59.6K +597 +343%
FGAM
134
Financial Gravity Asset Management
Texas
$77K +$76.9K +771 New
IWM
135
IHT Wealth Management
Illinois
$67K – – –
Citigroup
136
Citigroup
New York
$66K +$49.9K +500 +311%
M
137
MOTCO
Texas
$64K +$17.8K +178 +38%
TL
138
TrueWealth LLC
Georgia
$55K -$30.3K -304 -36%
IP
139
Intellectus Partners
California
$55K +$54.9K +550 New
WT
140
Whittier Trust
California
$50K +$49.5K +496 New
PA
141
Parallel Advisors
California
$43K – – –
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36K +$34.5K +346 +2,035%
US Bancorp
143
US Bancorp
Minnesota
$30K +$20K +200 +192%
UBS AM
144
UBS AM
Illinois
$28.5K -$12.4K -124 -30%
GWM
145
Geneos Wealth Management
Colorado
$25K +$24.9K +250 New
CCM
146
Covington Capital Management
California
$20K – – –
MA
147
MCF Advisors
Kentucky
$18K +$17.8K +178 New
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$16K – – –
AA
149
AlphaMark Advisors
Kentucky
$10K – – –
SBL
150
Sargent Bickham Lagudis
Colorado
$9K – – –
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.