iShares 0-5 Year TIPS Bond ETF
STIP
71 hedge funds and large institutions have $301M invested in iShares 0-5 Year TIPS Bond ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more funds holding
Funds holding: 65 → 71 (+6)
6% more capital invested
Capital invested by funds: $284M → $301M (+$16.6M)
2.73% more ownership
Funds ownership: 45.98% → 48.71% (+2.7%)
48% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
+$16.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.98M |
| 3 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$3.92M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.31M |
| 5 |
CL
CPWM LLC
Seattle,
Washington
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
-$5.77M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$4.74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.23M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$3.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.3M |
STIP Hedge Fund Activity: Q4 2013 in Review
71 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2013, worth a combined $301M — up 5.8% from $284M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new STIP positions and 8 closed out — a net gain of 7 holders — while 15 added to existing stakes and 29 trimmed.
The largest buyer was Credit Agricole, adding an estimated $16.4M. The largest seller was Nottingham Advisors, cutting an estimated $5.77M.
- 71 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2013, up from 65 in Q3 2013.
- Funds reported $301M of iShares 0-5 Year TIPS Bond ETF stock for Q4 2013, up 5.8% quarter-over-quarter.
- 15 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2013 and 8 closed out, a net change of +7 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2013 was Credit Agricole, an estimated $16.4M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2013 was Nottingham Advisors, an estimated $5.77M sold.
Based on aggregated 13F filings for Q4 2013.