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iShares 0-5 Year TIPS Bond ETF

574 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,982% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $318K

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$176M)

0.99% more ownership

Funds ownership: 61.76%62.75% (+0.99%)

0% more funds holding

Funds holding: 574574 (0)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 238

Holders
574
Holders Change
Holders Change %
0%
% of All Funds
8.29%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
56
Increased
205
Reduced
238
Closed
49
Calls
$9.8M
Puts
$318K
Net Calls
+$9.48M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$6.39M +$265K +2,668 +4%
HWA
127
Hillcrest Wealth Advisors
New Jersey
$6.2M -$337K -3,400 -5%
IWM
128
Integris Wealth Management
California
$6.1M +$290K +2,926 +5%
SFM
129
Signet Financial Management
New Jersey
$5.87M -$492K -4,955 -8%
BRWA
130
B. Riley Wealth Advisors
Florida
$5.72M -$2.14M -21,578 -27%
NAM
131
NorthCrest Asset Manangement
Minnesota
$5.7M +$211K +2,125 +4%
CSB
132
City State Bank
Iowa
$5.65M +$66.8K +673 +1%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$5.52M -$829K -8,356 -13%
PWP
134
Perfromance Wealth Partners
Illinois
$5.3M -$622K -6,269 -11%
Citadel Advisors
135
Citadel Advisors
Florida
$5.23M +$5.22M +52,596 New
BWS
136
Buck Wealth Strategies
Colorado
$5.07M +$4.2M +42,314 +491%
EH
137
Equitable Holdings
New York
$5.04M +$1.23M +12,411 +32%
AAS
138
Ameritas Advisory Services
Nebraska
$5.02M +$545K +5,497 +12%
LIM
139
Leavell Investment Management
Alabama
$4.91M +$1.06M +10,718 +28%
TCPG
140
Trivant Custom Portfolio Group
California
$4.87M +$534K +5,378 +12%
EFN
141
Equita Financial Network
Pennsylvania
$4.81M +$278K +2,805 +6%
ACM
142
Arcataur Capital Management
Wisconsin
$4.81M -$70.4K -710 -1%
PFPT
143
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.81M +$55.1K +555 +1%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$4.72M +$49.6K +500 +1%
AWS
145
Atria Wealth Solutions
New York
$4.64M -$648K -6,528 -12%
PWM
146
Perigon Wealth Management
California
$4.61M -$165K -1,664 -3%
Jane Street
147
Jane Street
New York
$4.58M -$16.9M -170,662 -79%
AFG
148
Altiora Financial Group
Ohio
$4.56M +$3.26M +32,843 +254%
KA
149
Kure Advisory
Minnesota
$4.48M +$98.8K +996 +2%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$4.36M -$227K -2,287 -5%

STIP Hedge Fund Activity: Q2 2024 in Review

574 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2024, worth a combined $4.97B — up 3.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STIP positions and 49 closed out — a net gain of 7 holders — while 205 added to existing stakes and 238 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $42.2M.

  • 574 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.97B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 56 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2024 and 49 closed out, a net change of +7 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $252M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.