iShares 0-5 Year TIPS Bond ETF
STIP
70 hedge funds and large institutions have $192M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
13% more capital invested
Capital invested by funds: $170M → $192M (+$22.2M)
8.05% more ownership
Funds ownership: 31.3% → 39.35% (+8%)
6% more funds holding
Funds holding: 66 → 70 (+4)
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.43M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.38M |
| 3 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$5.16M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.4M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPO
Cerity Partners OCIO
New York
|
-$12.2M |
| 2 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$7.99M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.1M |
| 4 |
Jane Street
New York
|
-$3.06M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.47M |
STIP Hedge Fund Activity: Q4 2014 in Review
70 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2014, worth a combined $192M — up 13% from $170M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new STIP positions and 13 closed out — a net gain of 7 holders — while 19 added to existing stakes and 18 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $5.43M. The largest seller was Cerity Partners OCIO, exiting entirely with an estimated $12.2M sold.
- 70 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2014, up from 66 in Q3 2014.
- Funds reported $192M of iShares 0-5 Year TIPS Bond ETF stock for Q4 2014, up 13% quarter-over-quarter.
- 20 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2014 and 13 closed out, a net change of +7 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $5.43M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2014 was Cerity Partners OCIO, an estimated $12.2M sold.
Based on aggregated 13F filings for Q4 2014.