We are live on ! Find out more
STIP icon

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
TI
201
Tidal Investments
Wisconsin
$2.36M +$847K +8,539 +56%
GT
202
Greenleaf Trust
Michigan
$2.35M -$87.6K -883 -4%
BCG
203
Breakwater Capital Group
New Jersey
$2.26M +$87.8K +885 +4%
SSW
204
Stone Summit Wealth
Florida
$2.19M +$113K +1,140 +5%
FA
205
Forefront Analytics
Pennsylvania
$2.19M -$43.8K -441 -2%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$2.19M +$107K +1,079 +5%
CA
207
Cambridge Associates
Massachusetts
$2.18M
FCIM
208
Fairview Capital Investment Management
California
$2.17M +$103K +1,038 +5%
NFG
209
Nations Financial Group
Iowa
$2.15M +$439K +4,428 +26%
MWM
210
Maltin Wealth Management
New Jersey
$2.14M +$325K +3,280 +18%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$2.11M -$385K -3,880 -15%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$2.09M -$74.7K -753 -3%
Principal Financial Group
213
Principal Financial Group
Iowa
$2.01M +$893K +9,000 +80%
LCM
214
Lazari Capital Management
California
$1.97M +$1.97M +19,840 New
LFA
215
LifeGuide Financial Advisors
Pennsylvania
$1.97M +$42K +423 +2%
BIA
216
Bell Investment Advisors
California
$1.96M -$270K -2,720 -12%
SG
217
Sharper & Granite
California
$1.95M +$133K +1,336 +7%
BPAMU
218
BTG Pactual Asset Management US
New York
$1.94M +$1.93M +19,490 New
FCAS
219
First Command Advisory Services
Texas
$1.93M -$22M -222,017 -92%
4WM
220
49 Wealth Management
Texas
$1.92M -$9.63M -97,102 -83%
PCM
221
Passive Capital Management
Maryland
$1.9M +$15K +151 +0.8%
PWG
222
Portside Wealth Group
Utah
$1.82M -$391K -3,942 -18%
DLCIG
223
D.L. Carlson Investment Group
New Hampshire
$1.78M +$314K +3,168 +21%
PWA
224
Prairie Wealth Advisors
Nebraska
$1.78M -$412K -4,157 -19%
AAS
225
Avantax Advisory Services
Texas
$1.77M -$512K -5,164 -22%

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.