iShares 0-5 Year TIPS Bond ETF
STIP
65 hedge funds and large institutions have $284M invested in iShares 0-5 Year TIPS Bond ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
18% more funds holding
Funds holding: 55 → 65 (+10)
0% more capital invested
Capital invested by funds: $283M → $284M (+$1.3M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.15% less ownership
Funds ownership: 46.14% → 45.98% (-0.15%)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$5.56M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.05M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.29M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.24M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$20.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.46M |
| 3 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$4.45M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$4.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.84M |
STIP Hedge Fund Activity: Q3 2013 in Review
65 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2013, worth a combined $284M — up 0.46% from $283M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new STIP positions and 1 closed out — a net gain of 13 holders — while 18 added to existing stakes and 20 trimmed.
The largest buyer was Modera Wealth Management, adding an estimated $5.56M. The largest seller was Aegon USA Investment Management, cutting an estimated $20.3M.
- 65 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2013, up from 55 in Q2 2013.
- Funds reported $284M of iShares 0-5 Year TIPS Bond ETF stock for Q3 2013, up 0.46% quarter-over-quarter.
- 14 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2013 and 1 closed out, a net change of +13 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2013 was Modera Wealth Management, an estimated $5.56M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2013 was Aegon USA Investment Management, an estimated $20.3M sold.
Based on aggregated 13F filings for Q3 2013.