iShares 0-5 Year TIPS Bond ETF
STIP
108 hedge funds and large institutions have $592M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 4 closing their positions.
500% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 4
114% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 21
78% more capital invested
Capital invested by funds: $333M → $592M (+$259M)
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
19% more funds holding
Funds holding: 91 → 108 (+17)
10.4% more ownership
Funds ownership: 38.27% → 48.68% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$80.4M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$40.5M |
| 3 |
BlackRock
New York
|
+$30.5M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$17.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.61M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$600K |
| 3 |
RPG
Risk Paradigm Group
Austin,
Texas
|
-$540K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$522K |
| 5 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$471K |
STIP Hedge Fund Activity: Q1 2017 in Review
108 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2017, worth a combined $592M — up 78% from $333M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new STIP positions and 4 closed out — a net gain of 20 holders — while 45 added to existing stakes and 21 trimmed.
The largest buyer was Modera Wealth Management, opening a new position worth an estimated $80.4M. The largest seller was Royal Bank of Canada, cutting an estimated $1.61M.
- 108 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2017, up from 91 in Q4 2016.
- Funds reported $592M of iShares 0-5 Year TIPS Bond ETF stock for Q1 2017, up 78% quarter-over-quarter.
- 24 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2017 and 4 closed out, a net change of +20 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2017 was Modera Wealth Management, an estimated $80.4M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $1.61M sold.
Based on aggregated 13F filings for Q1 2017.