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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
PCIA
201
Prime Capital Investment Advisors
Kansas
$35K +$35.1K +350 New
GWM
202
Geneos Wealth Management
Colorado
$26K +$701 +7 +3%
FANJ
203
Financial Architects (New Jersey)
New Jersey
$21K – – –
BAM
204
Baldrige Asset Management
Pennsylvania
$20K – – –
CCM
205
Covington Capital Management
California
$20K – – –
AWM
206
Avior Wealth Management
Nebraska
$20K +$401 +4 +2%
AIC
207
Ameritas Investment Company
Nebraska
$20K +$19.8K +198 New
HPC
208
HM Payson & Co
Maine
$18K +$17.7K +177 New
JFA
209
JNBA Financial Advisors
Minnesota
$16K – – –
EWM
210
Endurance Wealth Management
Rhode Island
$15K +$14.8K +148 New
FWM
211
Focused Wealth Management
New York
$14K -$301 -3 -2%
PA
212
Parallel Advisors
California
$12K – – –
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$10K -$25.8K -258 -71%
DOA
214
D'Orazio & Associates
Virginia
$10K +$10K +100 New
NSIM
215
North Star Investment Management
Illinois
$10K +$10K +100 New
FAAS
216
First Allied Advisory Services
California
$9K +$9.12K +91 New
LFG
217
Larson Financial Group
Missouri
$7K – – –
PWMG
218
Prestige Wealth Management Group
New Jersey
$7K – – –
CA
219
Centerpoint Advisors
Massachusetts
$7K +$6.61K +66 New
CAN
220
Claraphi Advisory Network
United States
$7K +$6.81K +68 New
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.81K – – –
LWM
222
Lenox Wealth Management
Ohio
$2K – – –
SPIA
223
Steward Partners Investment Advisory
New York
$2K – – –
DRS
224
Deane Retirement Strategies
Louisiana
$1K – – –
EWM
225
Elmwood Wealth Management
California
$1K – – –
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.