iShares 0-5 Year TIPS Bond ETF
STIP
74 hedge funds and large institutions have $353M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $313M → $353M (+$40M)
4% more funds holding
Funds holding: 71 → 74 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
2.11% less ownership
Funds ownership: 50.05% → 47.94% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$26.4M |
| 2 |
BlackRock
New York
|
+$7.04M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$5.58M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.99M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$5.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.87M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.63M |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$1.51M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.49M |
STIP Hedge Fund Activity: Q2 2016 in Review
74 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2016, worth a combined $353M — up 13% from $313M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new STIP positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 25 trimmed.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $26.4M. The largest seller was SG Americas Securities, cutting an estimated $5.04M.
- 74 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2016, up from 71 in Q1 2016.
- Funds reported $353M of iShares 0-5 Year TIPS Bond ETF stock for Q2 2016, up 13% quarter-over-quarter.
- 9 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2016 and 5 closed out, a net change of +4 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2016 was Stadion Money Management, an estimated $26.4M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2016 was SG Americas Securities, an estimated $5.04M sold.
Based on aggregated 13F filings for Q2 2016.