iShares 0-5 Year TIPS Bond ETF
STIP
110 hedge funds and large institutions have $700M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 12 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 29
8% more capital invested
Capital invested by funds: $649M → $700M (+$50.9M)
3.7% more ownership
Funds ownership: 49.91% → 53.61% (+3.7%)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
3% less funds holding
Funds holding: 113 → 110 (-3)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$25.9M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$23.1M |
| 3 |
BlackRock
New York
|
+$15.9M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$4.83M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$4.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$12.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$10M |
| 3 |
Jane Street
New York
|
-$8.26M |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$4.37M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$4.31M |
STIP Hedge Fund Activity: Q3 2017 in Review
110 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2017, worth a combined $700M — up 7.8% from $649M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of STIP and 11 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 53 added.
The largest buyer was Bank of America, adding an estimated $25.9M. The largest seller was IndexIQ Advisors, cutting an estimated $12.2M.
- 110 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2017, down from 113 in Q2 2017.
- Funds reported $700M of iShares 0-5 Year TIPS Bond ETF stock for Q3 2017, up 7.8% quarter-over-quarter.
- 11 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2017 and 12 closed out, a net change of -1 holder.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2017 was Bank of America, an estimated $25.9M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2017 was IndexIQ Advisors, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2017.