STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+38
Holders Change %
+16.59%
% of All Funds
5.27%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
53
Increased
94
Reduced
80
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$24.9M
2
Truist Financial
2
Truist Financial
North Carolina
$22.8M
3
CRC
3
Curi RMB Capital
Illinois
$18.6M
4
EC
4
Estate Counselors
Wisconsin
$14.5M
5
PCA
5
Personal Capital Advisors
California
$132M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$61.6M
2
Jane Street
2
Jane Street
New York
$2.47M
3
Wells Fargo
3
Wells Fargo
California
$19.5M
4
CCM
4
Coldstream Capital Management
Washington
$817K
5
HCA
5
Heck Capital Advisors
Wisconsin
$4.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
151
Smart Money Group
Texas
$662K +$26.8K +266 +4%
EWM
152
Executive Wealth Management
Michigan
$633K +$90.5K +899 +17%
RC
153
RegentAtlantic Capital
New Jersey
$625K -$385K -3,816 -38%
HW
154
Hancock Whitney
Mississippi
$624K -$222K -2,199 -26%
RHBC
155
R.H. Bluestein & Co
Michigan
$616K +$60.8K +604 +11%
Creative Planning
156
Creative Planning
Kansas
$603K +$42.6K +423 +8%
AssetMark Inc
157
AssetMark Inc
California
$600K +$600K +5,957 New
WWM
158
Western Wealth Management
Colorado
$584K -$161K -1,600 -22%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$575K – – –
GC
160
Garde Capital
Washington
$564K – – –
IAN
161
Integrated Advisors Network
Texas
$560K +$560K +5,560 New
EIA
162
Eldridge Investment Advisors
New Hampshire
$556K +$254K +2,520 +84%
GWM
163
Geneos Wealth Management
Colorado
$551K +$525K +5,218 +1,999%
FA
164
Fortis Advisors
Pennsylvania
$529K +$2.62K +26 +0.5%
FHC
165
First Heartland Consultants
Missouri
$519K +$4.33K +43 +0.8%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$500K +$29K +288 +6%
IWA
167
Independence Wealth Advisors
Virginia
$493K -$1.36M -13,502 -73%
WP
168
WealthSource Partners
California
$490K +$88K +874 +22%
AF
169
Allworth Financial
California
$465K – – –
BWA
170
Beam Wealth Advisors
Louisiana
$450K +$450K +4,466 New
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$445K +$445K +4,414 New
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
$428K +$186K +1,850 +77%
AFAS
173
Acorn Financial Advisory Services
Virginia
$411K +$411K +4,079 New
BEC
174
Blue Edge Capital
Virginia
$408K +$9.17K +91 +2%
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$402K +$13.2K +131 +3%
5 6
7
8 9