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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$36K
RIA
202
Realta Investment Advisors
Delaware
$34K +$33.5K +339 New
GRP
203
Global Retirement Partners
California
$30K +$30.1K +305 New
FWM
204
Focused Wealth Management
New York
$29K -$111K -1,123 -79%
BCI
205
Brinker Capital Investments
Pennsylvania
$29K +$29.2K +295 New
PWMG
206
Prestige Wealth Management Group
New Jersey
$26K -$7.35M -74,396 -100%
RFC
207
Regions Financial Corp
Alabama
$26K +$25.8K +261 New
NFG
208
Next Financial Group
Texas
$21K -$576K -5,832 -97%
FANJ
209
Financial Architects (New Jersey)
New Jersey
$21K
NFH
210
NEXT Financial Holdings
Texas
$21K +$20.4K +206 New
CCM
211
Covington Capital Management
California
$20K
WCM
212
WealthBridge Capital Management
Ohio
$20K
BAM
213
Baldrige Asset Management
Pennsylvania
$20K +$19.8K +200 New
AWM
214
Avior Wealth Management
Nebraska
$19K
JFA
215
JNBA Financial Advisors
Minnesota
$16K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$14K -$4.64K -47 -25%
Citigroup
217
Citigroup
New York
$13K +$6.92K +70 +117%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$12K -$25.5K -258 -68%
PA
219
Parallel Advisors
California
$12K
AA
220
AlphaMark Advisors
Kentucky
$10K
CFGS
221
Concourse Financial Group Securities
Alabama
$10K
LFG
222
Larson Financial Group
Missouri
$10K
OWD
223
Osborn Williams & Donohoe
Ohio
$9K +$8.7K +88 New
BWA
224
BDO Wealth Advisors
Florida
$8K -$1.98K -20 -20%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.79K

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.