iShares 0-5 Year TIPS Bond ETF
STIP
146 hedge funds and large institutions have $775M invested in iShares 0-5 Year TIPS Bond ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 9 closing their positions.
400% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 9
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
35% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 34
33% more funds holding
Funds holding: 110 → 146 (+36)
11% more capital invested
Capital invested by funds: $700M → $775M (+$75M)
1.23% more ownership
Funds ownership: 53.61% → 54.83% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$10.5M |
| 2 |
HCM
Horan Capital Management
Hunt Valley,
Maryland
|
+$7.71M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$6.11M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$5.08M |
| 5 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.4M |
| 2 |
Jane Street
New York
|
-$5.43M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$3.89M |
| 4 |
CFP
Cornerstone Financial Partners
Huntersville,
North Carolina
|
-$3.77M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
-$2.47M |
STIP Hedge Fund Activity: Q4 2017 in Review
146 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2017, worth a combined $775M — up 11% from $700M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new STIP positions and 9 closed out — a net gain of 36 holders — while 46 added to existing stakes and 34 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $10.5M. The largest seller was Bank of America, cutting an estimated $13.4M.
- 146 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2017, up from 110 in Q3 2017.
- Funds reported $775M of iShares 0-5 Year TIPS Bond ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 45 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2017 and 9 closed out, a net change of +36 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2017 was L.J. Altfest & Co, an estimated $10.5M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2017 was Bank of America, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2017.