iShares 0-5 Year TIPS Bond ETF
STIP
65 hedge funds and large institutions have $169M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 63 → 65 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
11.46% less ownership
Funds ownership: 43.63% → 32.17% (-11%)
34% less capital invested
Capital invested by funds: $255M → $169M (-$85.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.12M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$1.9M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1.64M |
| 5 |
Jane Street
New York
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$46.6M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
-$41.2M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
-$6.75M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.43M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.75M |
STIP Hedge Fund Activity: Q2 2014 in Review
65 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2014, worth a combined $169M — down 34% from $255M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new STIP positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 22 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $3.3M. The largest seller was Modera Wealth Management, cutting an estimated $46.6M.
- 65 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2014, up from 63 in Q1 2014.
- Funds reported $169M of iShares 0-5 Year TIPS Bond ETF stock for Q2 2014, down 34% quarter-over-quarter.
- 9 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2014 and 7 closed out, a net change of +2 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2014 was Cambridge Investment Research Advisors, an estimated $3.3M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2014 was Modera Wealth Management, an estimated $46.6M sold.
Based on aggregated 13F filings for Q2 2014.