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iShares 0-5 Year TIPS Bond ETF
STIP

229 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 75

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

2.91% more ownership

Funds ownership: 56.9% → 59.81% (+2.9%)

2% more funds holding

Funds holding: 225 → 229 (+4)

3% more capital invested

Capital invested by funds: $1.33B → $1.38B (+$46.4M)

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
5.02%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.53%
New
26
Increased
86
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$59.9M
2
PCA
Personal Capital Advisors
California
+$9.62M
3
SHWM
Smith & Howard Wealth Management
Georgia
+$6.22M
4
UBS Group
UBS Group
Switzerland
+$5.83M
5
CA
Cambridge Associates
Massachusetts
+$4.42M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$8.41M
2
NA
Nottingham Advisors
New York
-$8.01M
3
Wells Fargo
Wells Fargo
California
-$5.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.16M
5
BlackRock
BlackRock
New York
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
151
Barclays
United Kingdom
$344K – – –
CM
152
Columbus Macro
Pennsylvania
$342K +$19.3K +193 +6%
FPGK
153
Financial Partners Group (Kansas)
Kansas
$341K -$22.1K -221 -6%
LFA
154
Landmark Financial Advisors
Kentucky
$340K +$340K +3,395 New
BCM
155
Boltwood Capital Management
California
$331K – – –
LG
156
LaFleur & Godfrey
Michigan
$330K – – –
Stifel Financial
157
Stifel Financial
Missouri
$322K -$48.9K -488 -13%
BPA
158
Beacon Pointe Advisors
California
$320K -$1.11M -11,040 -78%
WT
159
Washington Trust
Rhode Island
$311K -$27K -270 -8%
SP
160
Successful Portfolios
Florida
$305K +$305K +3,041 New
EIA
161
Eldridge Investment Advisors
New Hampshire
$300K +$301K +3,000 New
CIAS
162
Capital Investment Advisory Services
North Carolina
$287K – – –
ET
163
Equitable Trust
Tennessee
$285K +$4.81K +48 +2%
APA
164
American Portfolios Advisors
New York
$267K – – –
DWM
165
Darwin Wealth Management
Florida
$266K -$5.31K -53 -2%
AWA
166
Arete Wealth Advisors
Illinois
$255K +$255K +2,546 New
MAFM
167
Mid Atlantic Financial Management
Pennsylvania
$241K -$44.8K -447 -16%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$240K -$1.6K -16 -0.7%
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$240K +$205K +2,050 +591%
VC
170
Vicus Capital
Pennsylvania
$237K -$3.71K -37 -2%
BFA
171
Beaumont Financial Advisors
Massachusetts
$235K +$2.1K +21 +0.9%
FNC
172
First National Corp
Massachusetts
$234K +$235K +2,341 New
DAS
173
Dynamic Advisor Solutions
Arizona
$232K – – –
3AM
174
3D Asset Management
Connecticut
$230K +$1K +10 +0.4%
WS
175
Wedbush Securities
California
$228K – – –
5 6
7
8 9

STIP Hedge Fund Activity: Q3 2019 in Review

229 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2019, worth a combined $1.38B — up 3.5% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new STIP positions and 21 closed out — a net gain of 5 holders — while 86 added to existing stakes and 75 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $59.9M. The largest seller was Ameriprise, cutting an estimated $8.41M.

  • 229 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2019, up from 225 in Q2 2019.
  • Funds reported $1.38B of iShares 0-5 Year TIPS Bond ETF stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 26 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2019 and 21 closed out, a net change of +5 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2019 was Municipal Employees' Retirement System of Michigan, an estimated $59.9M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2019 was Ameriprise, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2019.