STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

247 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-4
Holders Change %
-1.59%
% of All Funds
5.08%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
26
Increased
106
Reduced
73
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$126M
2
UBS Group
2
UBS Group
Switzerland
$65.1M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$57.8M
4
HH
4
Hilltop Holdings
Texas
$13M
5
AIA
5
Arbor Investment Advisors
North Carolina
$21.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.7M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$10.5M
3
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$0
4
HC
4
HNP Capital
New York
$0
5
LF
5
Lee Financial
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
126
World Investment Advisors
California
$1.02M +$1.02M +9,868 New
TW
127
TrinityPoint Wealth
Connecticut
$1.02M +$137K +1,343 +16%
SI
128
Stephens Inc
Arkansas
$1.02M +$57.7K +564 +6%
Franklin Resources
129
Franklin Resources
California
$1.01M +$71K +690 +8%
RF
130
RHS Financial
California
$1M +$151K +1,478 +18%
AssetMark Inc
131
AssetMark Inc
California
$990K +$990K +9,671 New
TNBTD
132
Trustmark National Bank Trust Department
Mississippi
$892K +$169K +1,651 +23%
CA
133
Cetera Advisors
Colorado
$840K +$840K +8,200 New
MA
134
Mutual Advisors
Nebraska
$824K +$567K +5,537 +220%
PFA
135
Pure Financial Advisors
California
$815K +$19.4K +189 +2%
SWP
136
Summit Wealth Partners
Florida
$782K +$782K +7,638 New
MWM
137
Modera Wealth Management
New Jersey
$764K -$1.79M -17,443 -70%
GCA
138
Gradient Capital Advisors
California
$763K +$17.3K +169 +2%
KBFS
139
Kohmann Bosshard Financial Services
Ohio
$712K +$5.53K +54 +0.8%
SWP
140
Strategic Wealth Partners
Ohio
$696K -$3.69M -35,986 -84%
ASN
141
Advisory Services Network
Georgia
$647K +$12.3K +120 +2%
HW
142
Hancock Whitney
Mississippi
$627K -$1.02K -10 -0.2%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$585K -$4K -39 -0.7%
3AM
144
3D Asset Management
Connecticut
$580K +$580K +5,666 New
SP
145
Successful Portfolios
Florida
$575K +$5.12K +50 +0.9%
AOWM
146
Alpha Omega Wealth Management
Virginia
$558K +$295K +2,886 +113%
FA
147
Fortis Advisors
Pennsylvania
$540K +$2.36K +23 +0.4%
GC
148
Garde Capital
Washington
$538K – – –
FHC
149
First Heartland Consultants
Missouri
$534K +$5.94K +58 +1%
M&T Bank
150
M&T Bank
New York
$522K – – –
4 5
6
7 8