iShares 0-5 Year TIPS Bond ETF
STIP
71 hedge funds and large institutions have $313M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more capital invested
Capital invested by funds: $293M → $313M (+$19.8M)
1.4% less ownership
Funds ownership: 51.45% → 50.05% (-1.4%)
3% less funds holding
Funds holding: 73 → 71 (-2)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.48M |
| 2 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
+$5.02M |
| 3 |
Jane Street
New York
|
+$4.46M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$3.96M |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$6.17M |
| 2 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$3.57M |
| 3 |
Morgan Stanley
New York
|
-$2.85M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
-$2.13M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$2.08M |
STIP Hedge Fund Activity: Q1 2016 in Review
71 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2016, worth a combined $313M — up 6.8% from $293M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of STIP and 8 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 21 added.
The largest buyer was BlackRock, adding an estimated $6.48M. The largest seller was Polaris Wealth Advisory Group, exiting entirely with an estimated $6.17M sold.
- 71 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2016, down from 73 in Q4 2015.
- Funds reported $313M of iShares 0-5 Year TIPS Bond ETF stock for Q1 2016, up 6.8% quarter-over-quarter.
- 8 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2016 and 10 closed out, a net change of -2 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2016 was BlackRock, an estimated $6.48M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2016 was Polaris Wealth Advisory Group, an estimated $6.17M sold.
Based on aggregated 13F filings for Q1 2016.