iShares 0-5 Year TIPS Bond ETF
STIP
66 hedge funds and large institutions have $170M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 65 → 66 (+1)
1% more capital invested
Capital invested by funds: $169M → $170M (+$1.12M)
0.87% less ownership
Funds ownership: 32.17% → 31.3% (-0.87%)
12% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 25
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$8.07M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$2.67M |
| 3 |
Jane Street
New York
|
+$1.64M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$4.06M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$3.68M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.04M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.65M |
| 5 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
-$650K |
STIP Hedge Fund Activity: Q3 2014 in Review
66 of the 3,455 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 $170M — up 0.66% from $169M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new STIP positions and 8 closed out — a net gain of 1 holder — while 22 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.
- 66 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2014, up from 65 in Q2 2014.
- Funds reported $170M of iShares 0-5 Year TIPS Bond ETF stock for Q3 2014, up 0.66% quarter-over-quarter.
- 9 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2014 and 8 closed out, a net change of +1 holder.
- 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.