STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

609 hedge funds and large institutions have $8.2B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 206 increasing their positions, 262 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
-46
Holders Change %
-7.02%
% of All Funds
9.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.15%
New
66
Increased
206
Reduced
262
Closed
96
Calls
$12.4M
Puts
$79K
Net Calls
+$12.4M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
Betterment LLC
2
Betterment LLC
New York
$156M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
TA
4
Tiedemann Advisors
New York
$210M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$43.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$29.4M
3
Ameriprise
3
Ameriprise
Minnesota
$369M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
176
James Investment Research
Ohio
$4.98M -$398K -4,008 -7%
HH
177
Hilltop Holdings
Texas
$4.93M -$15.1K -152 -0.3%
EFG
178
Ethos Financial Group
Pennsylvania
$4.87M -$2.57M -25,901 -35%
EWM
179
Executive Wealth Management
Michigan
$4.87M -$399K -4,025 -8%
DI
180
DDFG Inc
California
$4.85M +$245K +2,469 +5%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$4.83M -$17.8K -179 -0.4%
BAM
182
Belpointe Asset Management
Nevada
$4.82M +$3.39M +34,196 +238%
CM
183
Columbus Macro
Pennsylvania
$4.76M -$962K -9,698 -17%
BW
184
BIP Wealth
Georgia
$4.73M +$4.73M +47,629 New
GLA
185
Good Life Advisors
Pennsylvania
$4.71M -$165K -1,666 -3%
PJSIMP
186
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.7M -$1.46M -14,695 -24%
MAG
187
MRA Advisory Group
New Jersey
$4.69M +$384K +3,870 +9%
NB
188
NBT Bank
New York
$4.68M -$714K -7,200 -13%
ASN
189
Advisory Services Network
Georgia
$4.52M +$955K +9,625 +27%
FHA
190
First Horizon Advisors
Tennessee
$4.49M +$368K +3,708 +9%
FIM
191
Freedom Investment Management
Connecticut
$4.28M -$617K -6,215 -13%
PWP
192
Perfromance Wealth Partners
Illinois
$4.16M +$2.94M +29,641 +240%
WP
193
WealthSource Partners
California
$4.16M -$522K -5,263 -11%
MWM
194
Mattern Wealth Management
Kansas
$4.13M +$1.95M +19,682 +90%
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$4.01M +$3.76M +37,942 +1,518%
EIP
196
Ellis Investment Partners
Pennsylvania
$3.99M -$29K -292 -0.7%
MA
197
Mutual Advisors
Nebraska
$3.96M -$464K -4,677 -10%
FTS
198
Fifth Third Securities
Ohio
$3.96M +$172K +1,733 +5%
MBFW
199
Morton Brown Family Wealth
Pennsylvania
$3.95M +$365K +3,683 +10%
Principal Financial Group
200
Principal Financial Group
Iowa
$3.94M -$54.6M -550,475 -93%
6 7
8
9 10