iShares 0-5 Year TIPS Bond ETF
STIP
63 hedge funds and large institutions have $255M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 14 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
5.07% less ownership
Funds ownership: 48.71% → 43.63% (-5.1%)
11% less funds holding
Funds holding: 71 → 63 (-8)
15% less capital invested
Capital invested by funds: $301M → $255M (-$46.1M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$5.56M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$5.48M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$5.36M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$1.27M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$963K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$32M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.09M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$4.04M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.85M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.77M |
STIP Hedge Fund Activity: Q1 2014 in Review
63 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2014, worth a combined $255M — down 15% from $301M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of STIP and 6 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 20 added.
The largest buyer was UBS, adding an estimated $5.56M. The largest seller was Credit Agricole, cutting an estimated $32M.
- 63 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2014, down from 71 in Q4 2013.
- Funds reported $255M of iShares 0-5 Year TIPS Bond ETF stock for Q1 2014, down 15% quarter-over-quarter.
- 6 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2014 and 14 closed out, a net change of -8 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2014 was UBS, an estimated $5.56M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2014 was Credit Agricole, an estimated $32M sold.
Based on aggregated 13F filings for Q1 2014.