We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $775M → $965M (+$190M)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

8% more funds holding

Funds holding: 146 → 158 (+12)

0.73% more ownership

Funds ownership: 54.83% → 55.56% (+0.73%)

Holders
158
Holders Change
+12
Holders Change %
+8.22%
% of All Funds
3.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.3%
New
31
Increased
73
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Modera Wealth Management
New Jersey
+$41.7M
2
Jane Street
Jane Street
New York
+$37.3M
3
LJAC
L.J. Altfest & Co
New York
+$26.4M
4
TPWA
TRUE Private Wealth Advisors
Oregon
+$11.5M
5
BFG
Barber Financial Group
Kansas
+$9.93M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$18.9M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$16.1M
3
HCM
Horan Capital Management
Maryland
-$7.68M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.17M
5
VF
Virtu Financial
New York
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
151
Polaris Wealth Advisory Group
California
$8K +$7.48K +75 New
BCI
152
Brinker Capital Investments
Pennsylvania
$6K -$1.75M -17,573 -100%
FHA
153
First Horizon Advisors
Tennessee
$6K – – –
VCM
154
Vigilant Capital Management
Maine
$6K – – –
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.81K – – –
AWM
156
Avior Wealth Management
Nebraska
$4K – – –
FANJ
157
Financial Architects (New Jersey)
New Jersey
$4K +$3.99K +40 New
HCM
158
Horan Capital Management
Maryland
– -$7.68M -76,944 Closed
VF
159
Virtu Financial
New York
– -$3.42M -34,220 Closed
WP
160
WealthPLAN Partners
Nebraska
– -$2.8M -28,019 Closed
DWM
161
Darwin Wealth Management
Florida
– -$701K -7,019 Closed
Millennium Management
162
Millennium Management
New York
– -$651K -6,517 Closed
RIA
163
Regal Investment Advisors
Michigan
– -$628K -6,285 Closed
BBA
164
BLB&B Advisors
Pennsylvania
– -$282K -2,820 Closed
FTUS
165
Flow Traders U.S.
New York
– -$230K -2,300 Closed
UCFA
166
United Capital Financial Advisors
Texas
– -$208K -2,081 Closed
DG
167
Delek Group
Israel
– -$103K -1,034 Closed
WA
168
Winfield Associates
Ohio
– -$78K -779 Closed
SPIA
169
Steward Partners Investment Advisory
New York
– -$19K -196 Closed
CA
170
Calton & Associates
Florida
– -$16K -169 Closed
AC
171
Avestar Capital
New York
– -$11K -113 Closed
TWA
172
TCI Wealth Advisors
Arizona
– -$2K -19 Closed
3 4 5 6
7

STIP Hedge Fund Activity: Q1 2018 in Review

158 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2018, worth a combined $965M — up 25% from $775M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new STIP positions and 15 closed out — a net gain of 16 holders — while 73 added to existing stakes and 34 trimmed.

The largest buyer was Modera Wealth Management, adding an estimated $41.7M. The largest seller was Janney Montgomery Scott, cutting an estimated $18.9M.

  • 158 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2018, up from 146 in Q4 2017.
  • Funds reported $965M of iShares 0-5 Year TIPS Bond ETF stock for Q1 2018, up 25% quarter-over-quarter.
  • 31 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2018 and 15 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2018 was Modera Wealth Management, an estimated $41.7M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2018 was Janney Montgomery Scott, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2018.