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iShares 0-5 Year TIPS Bond ETF

196 hedge funds and large institutions have $1.08B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

118% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 40

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

24% more funds holding

Funds holding: 158196 (+38)

12% more capital invested

Capital invested by funds: $965M → $1.08B (+$118M)

0.32% more ownership

Funds ownership: 55.56%55.88% (+0.32%)

Holders
196
Holders Change
+38
Holders Change %
+24.05%
% of All Funds
4.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
44
Increased
87
Reduced
40
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
126
Washington Trust
Rhode Island
$380K +$23K +231 +6%
CA
127
Cetera Advisors
Colorado
$380K +$50.5K +507 +15%
LG
128
LaFleur & Godfrey
Michigan
$377K -$4.98K -50 -1%
MFP
129
Mosaic Financial Partners
California
$364K -$57.8K -580 -14%
CCM
130
Crabel Capital Management
California
$360K +$360K +3,615 New
HighTower Advisors
131
HighTower Advisors
Illinois
$343K -$25.8K -259 -7%
GTAM
132
Global Trust Asset Management
Florida
$330K +$896 +9 +0.3%
NG
133
NatWest Group
United Kingdom
$327K +$327K +3,280 New
FIMG
134
Financial & Investment Management Group
Michigan
$326K +$1.49K +15 +0.5%
VC
135
Vicus Capital
Pennsylvania
$311K -$3.78K -38 -1%
AMM
136
American Money Management
California
$309K +$309K +3,100 New
WP
137
WealthSource Partners
California
$297K +$297K +2,982 New
Mariner
138
Mariner
Kansas
$266K +$266K +2,671 New
NA
139
Nottingham Advisors
New York
$254K
GCA
140
Gradient Capital Advisors
California
$251K +$251K +2,516 New
3AM
141
3D Asset Management
Connecticut
$242K -$4.58K -46 -2%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$239K -$12.9K -130 -5%
SHIM
143
Stone House Investment Management
Pennsylvania
$235K -$10.9K -109 -4%
BFA
144
Beaumont Financial Advisors
Massachusetts
$233K -$509K -5,107 -69%
MCG
145
McCollum Christoferson Group
New York
$232K +$11.5K +115 +5%
MCM
146
Maple Capital Management
Vermont
$232K +$232K +2,330 New
SXL
147
Summit X LLC
Missouri
$230K +$230K +2,312 New
KA
148
Kovack Advisors
Florida
$229K +$229K +2,297 New
WS
149
Wedbush Securities
California
$227K +$24.9K +250 +12%
DWM
150
Darwin Wealth Management
Florida
$215K +$228K +2,288 New

STIP Hedge Fund Activity: Q2 2018 in Review

196 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2018, worth a combined $1.08B — up 12% from $965M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new STIP positions and 5 closed out — a net gain of 39 holders — while 87 added to existing stakes and 40 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $47.6M. The largest seller was Jane Street, cutting an estimated $27.3M.

  • 196 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2018, up from 158 in Q1 2018.
  • Funds reported $1.08B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2018, up 12% quarter-over-quarter.
  • 44 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2018 and 5 closed out, a net change of +39 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2018 was AssetMark Inc, an estimated $47.6M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2018 was Jane Street, an estimated $27.3M sold.

Based on aggregated 13F filings for Q2 2018.