STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

196 hedge funds and large institutions have $1.08B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
196
Holders Change
+38
Holders Change %
+24.05%
% of All Funds
4.49%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.39%
New
44
Increased
87
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$47.6M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.5M
3
KLC
3
Knowledge Leaders Capital
Colorado
$9.23M
4
PCA
4
Personal Capital Advisors
California
$78.8M
5
BAMG
5
Brand Asset Management Group
Missouri
$6.85M

Top Sellers

1
Jane Street
1
Jane Street
New York
$10.2M
2
BlackRock
2
BlackRock
New York
$135M
3
QFA
3
Quattro Financial Advisors
Texas
$4.09M
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$31K
5
UBS Group
5
UBS Group
Switzerland
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$135M 1,358,164 -54,282 -4%
MWM
2
Modera Wealth Management
New Jersey
$126M 1,267,668 -20,560 -2%
PCA
3
Personal Capital Advisors
California
$78.8M 790,588 +74,985 +10%
Bank of America
4
Bank of America
North Carolina
$62.8M 629,842 +55,193 +10%
AssetMark Inc
5
AssetMark Inc
California
$47.6M 477,843 +477,843 New
DWM
6
Destination Wealth Management
California
$47.2M 473,804 +2,140 +0.5%
LJAC
7
L.J. Altfest & Co
New York
$39.1M 392,091 +23,495 +6%
UBS Group
8
UBS Group
Switzerland
$38.3M 383,754 -32,586 -8%
LF
9
Lee Financial
Texas
$32.1M 321,733 +61,902 +24%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$26.7M 268,298 +18,095 +7%
Wells Fargo
11
Wells Fargo
California
$26.2M 263,242 +29,307 +13%
CPO
12
Cerity Partners OCIO
New York
$24.3M 244,016 +2,949 +1%
TC
13
Trilogy Capital
California
$17.1M 171,101 +8,520 +5%
Morgan Stanley
14
Morgan Stanley
New York
$12.7M 127,063 +29,258 +30%
JIR
15
James Investment Research
Ohio
$12.4M 124,726 -2,685 -2%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$12.2M 121,889 +6,365 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.5M 104,972 +104,972 New
SCM
18
Stordahl Capital Management
Colorado
$10.3M 102,911 +4,549 +5%
BFG
19
Barber Financial Group
Kansas
$10.2M 102,532 +3,044 +3%
Jane Street
20
Jane Street
New York
$10.2M 101,991 -273,807 -73%
BUB
21
BBVA USA Bancshares
Texas
$10.1M 101,518 +16,652 +20%
TFF
22
The Family Firm
Maryland
$10.1M 100,958 +8,131 +9%
KLC
23
Knowledge Leaders Capital
Colorado
$9.23M 92,584 +92,584 New
Ameriprise
24
Ameriprise
Minnesota
$9.06M 90,840 +6,560 +8%
RJA
25
Raymond James & Associates
Florida
$8.81M 88,330 +5,008 +6%
1
2 3 4 5