iShares 0-5 Year TIPS Bond ETF
STIP
158 hedge funds and large institutions have $965M invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 34
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
25% more capital invested
Capital invested by funds: $775M → $965M (+$190M)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
8% more funds holding
Funds holding: 146 → 158 (+12)
0.73% more ownership
Funds ownership: 54.83% → 55.56% (+0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$41.7M |
| 2 |
Jane Street
New York
|
+$37.3M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$26.4M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$11.5M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$9.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$18.9M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$16.1M |
| 3 |
HCM
Horan Capital Management
Hunt Valley,
Maryland
|
-$7.68M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.17M |
| 5 |
VF
Virtu Financial
New York
|
-$3.42M |
STIP Hedge Fund Activity: Q1 2018 in Review
158 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2018, worth a combined $965M — up 25% from $775M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new STIP positions and 15 closed out — a net gain of 16 holders — while 73 added to existing stakes and 34 trimmed.
The largest buyer was Modera Wealth Management, adding an estimated $41.7M. The largest seller was Janney Montgomery Scott, cutting an estimated $18.9M.
- 158 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2018, up from 146 in Q4 2017.
- Funds reported $965M of iShares 0-5 Year TIPS Bond ETF stock for Q1 2018, up 25% quarter-over-quarter.
- 31 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2018 and 15 closed out, a net change of +16 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2018 was Modera Wealth Management, an estimated $41.7M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2018 was Janney Montgomery Scott, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2018.