STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

196 hedge funds and large institutions have $1.08B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
196
Holders Change
+38
Holders Change %
+24.05%
% of All Funds
4.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
44
Increased
87
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$47.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.5M
3
KLC
3
Knowledge Leaders Capital
Colorado
$9.23M
4
PCA
4
Personal Capital Advisors
California
$78.8M
5
LF
5
Lee Financial
Texas
$32.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$10.2M
2
BlackRock
2
BlackRock
New York
$135M
3
QFA
3
Quattro Financial Advisors
Texas
$4.09M
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$31K
5
UBS Group
5
UBS Group
Switzerland
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$35K 354 -1,008 -74%
BBA
177
Braun-Bostich & Associates
Pennsylvania
$31K 315 -34,889 -99%
UBS AM
178
UBS AM
Illinois
$28.4K 285 – –
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$23K 234 +75 +47%
CCM
180
Covington Capital Management
California
$20K 200 – –
SMFS
181
Squar Milner Financial Services
California
$19K 190 +190 New
MA
182
MCF Advisors
Kentucky
$18K 178 – –
AWM
183
Avior Wealth Management
Nebraska
$12K 117 +77 +193%
AA
184
AlphaMark Advisors
Kentucky
$10K 100 – –
BCA
185
Bay Colony Advisors
Massachusetts
$10K 99 +99 New
BWA
186
BDO Wealth Advisors
Florida
$10K 101 +101 New
PWAG
187
Polaris Wealth Advisory Group
California
$8K 75 – –
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$8K 85 +85 New
BCI
189
Brinker Capital Investments
Pennsylvania
$7K 68 +10 +17%
VCM
190
Vigilant Capital Management
Maine
$6K 60 – –
FHA
191
First Horizon Advisors
Tennessee
$6K 70 +1 +1%
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.79K 48 – –
FANJ
193
Financial Architects (New Jersey)
New Jersey
$4K 40 – –
CF
194
Centaurus Financial
California
$4K 40 +40 New
VFA
195
Valeo Financial Advisors
Indiana
$2K 20 +20 New
FAAS
196
First Allied Advisory Services
California
– – -7,495 Closed
DIA
197
Dana Investment Advisors
Wisconsin
– – -2,730 Closed
CIBC World Market
198
CIBC World Market
Ontario, Canada
– – -2,350 Closed
IWM
199
IHT Wealth Management
Illinois
– – -670 Closed
SBL
200
Sargent Bickham Lagudis
Colorado
– – -88 Closed
5 6 7
8
9