STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

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.

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
15
Increased
15
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Credit Agricole
1
Credit Agricole
France
$38.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.05M
3
RBC
3
Ronald Blue & Co
Georgia
$4.62M
4
PCA
4
Personal Capital Advisors
California
$3.75M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.98M

Top Sellers

1
NA
1
Nottingham Advisors
New York
$2.52M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$3.43M
3
Bank of America
3
Bank of America
North Carolina
$27.4M
4
MWM
4
Modera Wealth Management
New Jersey
$52.9M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$52.9M 524,005 -35,543 -6%
CPO
2
Cerity Partners OCIO
New York
$47.7M 472,803 -12,089 -2%
Credit Agricole
3
Credit Agricole
France
$38.7M 382,810 +162,044 +73%
Bank of America
4
Bank of America
North Carolina
$27.4M 271,579 -41,806 -13%
BIT
5
BlackRock Institutional Trust
California
$11.4M 113,271 +1,777 +2%
U
6
UBS
Switzerland
$11.3M 111,448 -3,790 -3%
Wells Fargo
7
Wells Fargo
California
$10M 99,532 +1,095 +1%
Morgan Stanley
8
Morgan Stanley
New York
$9.74M 96,493 +17,094 +22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.05M 69,861 +49,117 +237%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$6.28M 62,183 – –
AssetMark Inc
11
AssetMark Inc
California
$5.75M 56,957 -1,603 -3%
CL
12
CPWM LLC
Washington
$5.52M 54,656 +24,367 +80%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.98M 49,266 +32,677 +197%
RBC
14
Ronald Blue & Co
Georgia
$4.62M 45,754 +38,668 +546%
LPL Financial
15
LPL Financial
California
$4.36M 43,222 +1,330 +3%
USAA
16
United Services Automobile Association
Texas
$4.04M 40,000 – –
RJA
17
Raymond James & Associates
Florida
$3.88M 38,437 -3,995 -9%
PCA
18
Personal Capital Advisors
California
$3.75M 37,121 +37,121 New
MAS
19
Madden Advisory Services
Florida
$3.71M 36,757 -14,127 -28%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$3.43M 33,921 -46,748 -58%
JIR
21
James Investment Research
Ohio
– – – –
Deutsche Bank
22
Deutsche Bank
Germany
$2.76M 27,300 -22,700 -45%
NA
23
Nottingham Advisors
New York
$2.52M 24,996 -56,975 -70%
BMM
24
Buffington Mohr McNeal
Idaho
$2.49M 24,660 -1,010 -4%
BCM
25
Bluefin Capital Management
New York
$1.96M 19,414 +19,414 New
1
2 3 4