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iShares 0-5 Year TIPS Bond ETF

574 hedge funds and large institutions have $4.97B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 238 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,982% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $318K

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

4% more capital invested

Capital invested by funds: $4.79B → $4.97B (+$176M)

0.99% more ownership

Funds ownership: 61.76%62.75% (+0.99%)

0% more funds holding

Funds holding: 574574 (0)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

14% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 238

Holders
574
Holders Change
Holders Change %
0%
% of All Funds
8.29%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.68%
New
56
Increased
205
Reduced
238
Closed
49
Calls
$9.8M
Puts
$318K
Net Calls
+$9.48M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
HFBOT
176
Home Federal Bank of Tennessee
Tennessee
$3.23M -$19.8K -200 -0.6%
CIAS
177
CFS Investment Advisory Services
New Jersey
$3.22M +$17.9K +180 +0.6%
PAG
178
Private Advisor Group
New Jersey
$3.22M -$2.63M -26,492 -45%
Mariner
179
Mariner
Kansas
$3.13M -$33.4K -337 -1%
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.01M +$3.01M +30,300 New
TWP
181
Tower Wealth Partners
Pennsylvania
$2.99M -$677K -6,822 -18%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$2.97M -$3.71M -37,416 -56%
CL
183
Choreo LLC
Illinois
$2.95M +$155K +1,559 +6%
TB
184
Treynor Bancshares
Iowa
$2.95M -$4.12M -41,573 -58%
PWA
185
Physician Wealth Advisors
Utah
$2.93M +$81.8K +825 +3%
MAS
186
Madden Advisory Services
Florida
$2.87M +$70.6K +712 +3%
CF
187
Centaurus Financial
California
$2.85M -$1.55M -15,613 -35%
BSW
188
Buckingham Strategic Wealth
Missouri
$2.84M +$100K +1,012 +4%
OIA
189
OneDigital Investment Advisors
Kansas
$2.77M +$555K +5,594 +25%
FTS
190
Fifth Third Securities
Ohio
$2.76M +$152K +1,533 +6%
JIR
191
James Investment Research
Ohio
$2.7M -$741K -7,474 -22%
CW
192
CreativeOne Wealth
Kansas
$2.61M +$183K +1,848 +8%
AOWM
193
Alpha Omega Wealth Management
Virginia
$2.56M -$595 -6 -0%
HH
194
Hilltop Holdings
Texas
$2.54M -$372K -3,747 -13%
HCA
195
Heck Capital Advisors
Wisconsin
$2.49M -$3.07M -30,900 -55%
FA
196
Fortis Advisors
Pennsylvania
$2.46M +$33.2K +335 +1%
Citigroup
197
Citigroup
New York
$2.45M -$132K -1,335 -5%
PFM
198
Peak Financial Management
Massachusetts
$2.39M +$937K +9,450 +65%
UWM
199
USAdvisors Wealth Management
Minnesota
$2.38M -$54.5K -549 -2%
CCC
200
Chesapeake Capital Corp
Florida
$2.36M -$2.49M -25,066 -51%

STIP Hedge Fund Activity: Q2 2024 in Review

574 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2024, worth a combined $4.97B — up 3.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new STIP positions and 49 closed out — a net gain of 7 holders — while 205 added to existing stakes and 238 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $42.2M.

  • 574 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $4.97B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 56 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2024 and 49 closed out, a net change of +7 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $252M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $42.2M sold.

Based on aggregated 13F filings for Q2 2024.