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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
CFMC
126
Curbstone Financial Management Corp
New Hampshire
$1.91M +$1.43M +13,550 +298%
PP
127
Professional Planning
California
$1.91M +$1.9M +18,094 New
FPB
128
First PREMIER Bank
South Dakota
$1.88M +$1.87M +17,779 New
TLFA
129
True Link Financial Advisors
California
$1.88M +$131K +1,250 +8%
VWA
130
V Wealth Advisors
Kansas
$1.81M +$1.8M +17,151 New
GC
131
Gratus Capital
Georgia
$1.81M +$321K +3,050 +22%
PFM
132
Phillips Financial Management
Indiana
$1.72M +$232K +2,209 +16%
AssetMark Inc
133
AssetMark Inc
California
$1.68M +$639K +6,079 +62%
Franklin Resources
134
Franklin Resources
California
$1.67M +$233K +2,215 +16%
BEC
135
Blue Edge Capital
Virginia
$1.67M +$688K +6,542 +71%
MAS
136
Madden Advisory Services
Florida
$1.59M +$2K +19 +0.1%
DWMG
137
DB Wealth Management Group
California
$1.55M +$224K +2,133 +17%
MML Investors Services
138
MML Investors Services
Massachusetts
$1.54M +$1.17M +11,156 +324%
GC
139
Guggenheim Capital
Illinois
$1.54M -$10.3K -98 -0.7%
SWM
140
Spire Wealth Management
Virginia
$1.53M +$2M +19,014 New
SFS
141
Sowell Financial Services
Arkansas
$1.52M +$1.09M +10,342 +262%
MAS
142
Managed Account Services
Florida
$1.49M +$729K +6,932 +96%
KAS
143
Kestra Advisory Services
Texas
$1.47M -$1.82M -17,288 -55%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1.46M – – –
NAS
145
Nicolet Advisory Services
Wisconsin
$1.4M -$129K -1,226 -8%
BFA
146
Beacon Financial Advisory
Ohio
$1.38M +$434K +4,124 +46%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$1.38M +$1.37M +13,009 New
BlackRock
148
BlackRock
New York
$1.36M -$623K -5,922 -31%
TIM
149
Tortoise Investment Management
New York
$1.32M -$949K -9,020 -42%
IWC
150
Integrated Wealth Concepts
Massachusetts
$1.29M +$1.28M +12,191 New
4 5
6
7 8

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.