iShares 0-5 Year TIPS Bond ETF
STIP
73 hedge funds and large institutions have $293M invested in iShares 0-5 Year TIPS Bond ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
9% more funds holding
Funds holding: 67 → 73 (+6)
0.12% more ownership
Funds ownership: 51.33% → 51.45% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $305M → $293M (-$12.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$60.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.43M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$4.14M |
| 4 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$3.92M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$32.5M |
| 2 |
Jane Street
New York
|
-$8.18M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.44M |
| 4 |
ACM
Argentus Capital Management
Dallas,
Texas
|
-$519K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$480K |
STIP Hedge Fund Activity: Q4 2015 in Review
73 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2015, worth a combined $293M — down 4% from $305M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new STIP positions and 6 closed out — a net gain of 8 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was BlackRock, adding an estimated $60.3M. The largest seller was Bank of America, cutting an estimated $32.5M.
- 73 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2015, up from 67 in Q3 2015.
- Funds reported $293M of iShares 0-5 Year TIPS Bond ETF stock for Q4 2015, down 4% quarter-over-quarter.
- 14 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2015 and 6 closed out, a net change of +8 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2015 was BlackRock, an estimated $60.3M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2015 was Bank of America, an estimated $32.5M sold.
Based on aggregated 13F filings for Q4 2015.