iShares 0-5 Year TIPS Bond ETF
STIP
69 hedge funds and large institutions have $262M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
16% more capital invested
Capital invested by funds: $225M → $262M (+$36.7M)
2.03% more ownership
Funds ownership: 44.37% → 46.4% (+2%)
1% more funds holding
Funds holding: 68 → 69 (+1)
4% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 23
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
FutureAdvisor
San Francisco,
California
|
+$16.9M |
| 2 |
Morgan Stanley
New York
|
+$9.96M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$7.2M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$2.78M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.32M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.36M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.1M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.84M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$664K |
STIP Hedge Fund Activity: Q2 2015 in Review
69 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2015, worth a combined $262M — up 16% from $225M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new STIP positions and 7 closed out — a net gain of 2 holders — while 22 added to existing stakes and 23 trimmed.
The largest buyer was FutureAdvisor, adding an estimated $16.9M. The largest seller was Jane Street, cutting an estimated $3.32M.
- 69 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2015, up from 68 in Q1 2015.
- Funds reported $262M of iShares 0-5 Year TIPS Bond ETF stock for Q2 2015, up 16% quarter-over-quarter.
- 9 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2015 and 7 closed out, a net change of +2 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2015 was FutureAdvisor, an estimated $16.9M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2015 was Jane Street, an estimated $3.32M sold.
Based on aggregated 13F filings for Q2 2015.