iShares 0-5 Year TIPS Bond ETF
STIP
91 hedge funds and large institutions have $333M invested in iShares 0-5 Year TIPS Bond ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
154% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 13
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more funds holding
Funds holding: 76 → 91 (+15)
13% more capital invested
Capital invested by funds: $295M → $333M (+$37.7M)
0.36% less ownership
Funds ownership: 38.63% → 38.27% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.36M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
+$4.93M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$4.16M |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.26M |
| 2 |
Morgan Stanley
New York
|
-$5.16M |
| 3 |
RPG
Risk Paradigm Group
Austin,
Texas
|
-$3.45M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.84M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.59M |
STIP Hedge Fund Activity: Q4 2016 in Review
91 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2016, worth a combined $333M — up 13% from $295M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new STIP positions and 6 closed out — a net gain of 15 holders — while 33 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $10.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.26M sold.
- 91 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2016, up from 76 in Q3 2016.
- Funds reported $333M of iShares 0-5 Year TIPS Bond ETF stock for Q4 2016, up 13% quarter-over-quarter.
- 21 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2016 and 6 closed out, a net change of +15 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2016 was Bank of America, an estimated $10.8M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2016 was Susquehanna International Group, an estimated $7.26M sold.
Based on aggregated 13F filings for Q4 2016.