iShares 0-5 Year TIPS Bond ETF
STIP
65 hedge funds and large institutions have $168M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 9 closing their positions.
0% more funds holding
Funds holding: 65 → 65 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less capital invested
Capital invested by funds: $169M → $168M (-$1.37M)
1.35% less ownership
Funds ownership: 32.17% → 30.82% (-1.3%)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
Top Sellers
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$4.06M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$3.68M |
| 3 |
CS
Comerica Securities
Detroit,
Michigan
|
-$2.47M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.04M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$1.65M |
STIP Hedge Fund Activity: Q3 2014 in Review
65 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2014, worth a combined $168M — down 0.81% from $169M a quarter earlier.
Fund positioning in STIP was balanced in Q3 2014: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 25 trimmed.
The largest buyer was Polaris Wealth Advisory Group, opening a new position worth an estimated $8.07M. The largest seller was Modera Wealth Management, cutting an estimated $4.06M.
- 65 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $168M of iShares 0-5 Year TIPS Bond ETF stock for Q3 2014, down 0.81% quarter-over-quarter.
- 9 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2014 and 9 closed out, a net change of 0 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2014 was Polaris Wealth Advisory Group, an estimated $8.07M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2014 was Modera Wealth Management, an estimated $4.06M sold.
Based on aggregated 13F filings for Q3 2014.