STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

582 hedge funds and large institutions have $5.72B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 187 increasing their positions, 286 reducing their positions, and 55 closing their positions.

Holders
582
Holders Change
-24
Holders Change %
-3.96%
% of All Funds
9.28%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
41
Increased
187
Reduced
286
Closed
55
Calls
$1.66M
Puts
$10K
Net Calls
+$1.65M
Net Calls Change
-$559K

Top Buyers

1
FGAM
1
Financial Gravity Asset Management
Texas
$180M
2
Betterment LLC
2
Betterment LLC
New York
$260M
3
FCAS
3
First Command Advisory Services
Texas
$49.4M
4
Cerity Partners
4
Cerity Partners
New York
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$870M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Empower Advisory Group
3
Empower Advisory Group
Colorado
$4.97M
4
Ameriprise
4
Ameriprise
Minnesota
$191M
5
TA
5
Tiedemann Advisors
New York
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
126
FLC Capital Advisors
California
$6.8M 70,193 -3,377 -5%
TB
127
Treynor Bancshares
Iowa
$6.76M 69,740 +3,925 +6%
KA
128
Kure Advisory
Minnesota
$6.73M 69,424 +69,424 New
Mirae Asset Global Investments
129
Mirae Asset Global Investments
South Korea
$6.69M 69,000 -4,000 -5%
WCM
130
Wealthcare Capital Management
Virginia
$6.62M 68,260 +9,546 +16%
QWM
131
Quaker Wealth Management
New Jersey
$6.53M 67,338 -807 -1%
AWS
132
Atria Wealth Solutions
New York
$6.51M 67,125 -11,430 -15%
SFM
133
Signet Financial Management
New Jersey
$6.48M 66,903 -1,210 -2%
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$6.45M 66,502 +10,370 +18%
HCA
135
Heck Capital Advisors
Wisconsin
$6.35M 65,476 -39,393 -38%
Barclays
136
Barclays
United Kingdom
$6.34M 65,391 +65,391 New
FTB
137
First Trust Bank
Bahamas
$6.34M 65,390 +65,390 New
William Blair & Company
138
William Blair & Company
Illinois
$6.33M 65,344 -2,598 -4%
UWM
139
USAdvisors Wealth Management
Minnesota
$6.2M 63,966 +6,545 +11%
NB
140
NBT Bank
New York
$6.1M 62,901 +16,426 +35%
SIA
141
Soltis Investment Advisors
Utah
$6.03M 62,184 -5,388 -8%
EFG
142
Ethos Financial Group
Pennsylvania
$5.98M 60,547 +11,448 +23%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$5.91M 60,942 +1,617 +3%
EPM
144
Elm Partners Management
Pennsylvania
$5.88M 60,698 +32,676 +117%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$5.88M 60,628 -1,432 -2%
WCA
146
Westover Capital Advisors
Delaware
$5.77M 59,539 -1,043 -2%
CM
147
Columbus Macro
Pennsylvania
$5.73M 59,139 +40,755 +222%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$5.72M 59,050 +37,594 +175%
FTUS
149
Flow Traders U.S.
New York
$5.67M 58,533 +58,533 New
AAS
150
Ameritas Advisory Services
Nebraska
$5.67M 58,494 +12,877 +28%
4 5
6
7 8