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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
SXL
176
Summit X LLC
Missouri
$227K -$3.51K -35 -2%
WCM
177
Windsor Capital Management
Arizona
$214K +$214K +2,136 New
ODCM
178
Old Dominion Capital Management
Virginia
$213K – – –
MCG
179
McCollum Christoferson Group
New York
$213K +$7.01K +70 +3%
EAM
180
Evanson Asset Management
California
$206K – – –
WA
181
WBH Advisory
Maryland
$200K – – –
BWA
182
BDO Wealth Advisors
Florida
$190K +$186K +1,856 +4,527%
BAM
183
Belpointe Asset Management
Nevada
$146K +$21.3K +213 +17%
ZIG
184
Zurich Insurance Group
Switzerland
$133K – – –
NFG
185
Next Financial Group
Texas
$121K -$487K -4,866 -80%
Citigroup
186
Citigroup
New York
$102K -$304K -3,034 -75%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$102K +$76.4K +763 +298%
MIFH
188
Migdal Insurance & Financial Holdings
Israel
$90K – – –
William Blair & Company
189
William Blair & Company
Illinois
$88K +$88K +878 New
FHA
190
Flagship Harbor Advisors
Massachusetts
$82K – – –
CFA
191
Carroll Financial Associates
North Carolina
$79K – – –
IF
192
Ironwood Financial
Arizona
$71K -$401 -4 -0.6%
GI
193
Gradient Investments
Minnesota
$63K -$4.41K -44 -7%
TL
194
TrueWealth LLC
Georgia
$57K +$301 +3 +0.5%
PVH
195
Psagot Value Holdings
Israel
$55K -$64.2K -641 -54%
GRP
196
Global Retirement Partners
California
$53K +$5.31K +53 +11%
WCG
197
Weaver Consulting Group
California
$50K – – –
SWM
198
Selective Wealth Management
Virginia
$45K +$45.4K +453 New
First Manhattan
199
First Manhattan
New York
$38K +$100 +1 +0.3%
AAM
200
Advisors Asset Management
Colorado
$37K – – –
6 7
8
9 10

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.