iShares 0-5 Year TIPS Bond ETF
STIP
76 hedge funds and large institutions have $295M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% more funds holding
Funds holding: 74 → 76 (+2)
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
9.31% less ownership
Funds ownership: 47.94% → 38.63% (-9.3%)
16% less capital invested
Capital invested by funds: $353M → $295M (-$57.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.73M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$5.22M |
| 4 |
RPG
Risk Paradigm Group
Austin,
Texas
|
+$4.01M |
| 5 |
Morgan Stanley
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$26.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.9M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$16.6M |
| 4 |
AssetMark Inc
Concord,
California
|
-$6.59M |
| 5 |
Jane Street
New York
|
-$2.44M |
STIP Hedge Fund Activity: Q3 2016 in Review
76 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2016, worth a combined $295M — down 16% from $353M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new STIP positions and 4 closed out — a net gain of 4 holders — while 26 added to existing stakes and 25 trimmed.
The largest buyer was BlackRock, adding an estimated $6.15M. The largest seller was Stadion Money Management, exiting entirely with an estimated $26.6M sold.
- 76 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2016, up from 74 in Q2 2016.
- Funds reported $295M of iShares 0-5 Year TIPS Bond ETF stock for Q3 2016, down 16% quarter-over-quarter.
- 8 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2016 and 4 closed out, a net change of +4 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2016 was BlackRock, an estimated $6.15M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2016 was Stadion Money Management, an estimated $26.6M sold.
Based on aggregated 13F filings for Q3 2016.