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iShares 0-5 Year TIPS Bond ETF

235 hedge funds and large institutions have $1.41B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $1.25B → $1.41B (+$160M)

12% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 77

6% more funds holding

Funds holding: 222235 (+13)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1.09% more ownership

Funds ownership: 58.01%59.1% (+1.1%)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
5.09%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.43%
New
34
Increased
86
Reduced
77
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
151
Keystone Financial Group (Kentucky)
Kentucky
$357K +$692 +7 +0.2%
PFS
152
Prospera Financial Services
Texas
$351K +$348K +3,518 New
TSS
153
Two Sigma Securities
New York
$337K +$65.2K +660 +24%
EWM
154
Executive Wealth Management
Michigan
$333K -$18.6K -188 -5%
DWM
155
Darwin Wealth Management
Florida
$333K +$3.46K +35 +1%
BEC
156
Blue Edge Capital
Virginia
$330K +$102K +1,030 +45%
BCM
157
Boltwood Capital Management
California
$329K
LG
158
LaFleur & Godfrey
Michigan
$328K
WT
159
Washington Trust
Rhode Island
$323K -$9.88K -100 -3%
RCG
160
Ruggie Capital Group
Florida
$320K -$446K -4,514 -58%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$299K
IWM
162
IHT Wealth Management
Illinois
$288K +$286K +2,893 New
CIAS
163
Capital Investment Advisory Services
North Carolina
$285K
APA
164
American Portfolios Advisors
New York
$266K -$14.8K -150 -5%
ACM
165
AlphaStar Capital Management
North Carolina
$256K -$28.5K -288 -10%
ACP
166
Aveo Capital Partners
Colorado
$254K +$252K +2,548 New
HighTower Advisors
167
HighTower Advisors
Illinois
$240K -$55.1K -557 -19%
ET
168
Equitable Trust
Tennessee
$240K +$10.3K +104 +5%
BPA
169
Beacon Pointe Advisors
California
$237K +$1.98K +20 +0.8%
VC
170
Vicus Capital
Pennsylvania
$234K -$2.57K -26 -1%
1WA
171
180 Wealth Advisors
Washington
$232K -$400K -4,044 -63%
SXL
172
Summit X LLC
Missouri
$230K -$65.2K -660 -22%
BFA
173
Beaumont Financial Advisors
Massachusetts
$230K +$228K +2,310 New
RA
174
RFG Advisory
Alabama
$228K -$235K -2,379 -51%
WS
175
Wedbush Securities
California
$227K +$494 +5 +0.2%

STIP Hedge Fund Activity: Q1 2019 in Review

235 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2019, worth a combined $1.41B — up 13% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new STIP positions and 18 closed out — a net gain of 16 holders — while 86 added to existing stakes and 77 trimmed.

The largest buyer was Ameriprise, adding an estimated $71.1M. The largest seller was BlackRock, cutting an estimated $84.6M.

  • 235 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2019, up from 222 in Q4 2018.
  • Funds reported $1.41B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 34 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2019 and 18 closed out, a net change of +16 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2019 was Ameriprise, an estimated $71.1M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2019 was BlackRock, an estimated $84.6M sold.

Based on aggregated 13F filings for Q1 2019.