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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
3AM
176
3D Asset Management
Connecticut
$226K
SP
177
Successful Portfolios
Florida
$216K +$214K +2,170 New
ODCM
178
Old Dominion Capital Management
Virginia
$213K +$211K +2,130 New
PPW
179
Pasadena Private Wealth
California
$209K +$207K +2,095 New
SHIM
180
Stone House Investment Management
Pennsylvania
$205K -$26.4K -267 -11%
MCG
181
McCollum Christoferson Group
New York
$205K
PA
182
PFG Advisors
Arizona
$203K -$13K -132 -6%
IA
183
IFP Advisors
Florida
$197K -$1.36M -13,804 -87%
ZIG
184
Zurich Insurance Group
Switzerland
$133K
CA
185
Cetera Advisors
Colorado
$133K +$132K +1,331 New
PVH
186
Psagot Value Holdings
Israel
$119K -$466K -4,719 -80%
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$90K
M
188
MOTCO
Texas
$88K -$1.09K -11 -1%
FHA
189
Flagship Harbor Advisors
Massachusetts
$81K
CFA
190
Carroll Financial Associates
North Carolina
$78K
IF
191
Ironwood Financial
Arizona
$71K -$10.4K -105 -13%
PO
192
Private Ocean
California
$63K -$290K -2,932 -82%
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$58K +$1.58K +16 +3%
FNC
194
First National Corp
Massachusetts
$57K -$108K -1,095 -66%
TL
195
TrueWealth LLC
Georgia
$56K
WCG
196
Weaver Consulting Group
California
$50K +$49.5K +501 New
LWANC
197
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K -$51.9K -525 -55%
First Manhattan
198
First Manhattan
New York
$37K
AAM
199
Advisors Asset Management
Colorado
$37K +$12.6K +127 +51%
ASN
200
Advisory Services Network
Georgia
$36K

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.