iShares 0-5 Year TIPS Bond ETF
STIP
202 hedge funds and large institutions have $1.09B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 48 reducing their positions, and 21 closing their positions.
98% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 48
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
3% more funds holding
Funds holding: 196 → 202 (+6)
1% more capital invested
Capital invested by funds: $1.08B → $1.09B (+$6.55M)
1.36% less ownership
Funds ownership: 55.88% → 54.52% (-1.4%)
18% less funds holding in top 10
Funds holding in top 10: 17 → 14 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIC
Keating Investment Counselors
Delray Beach,
Florida
|
+$22.2M |
| 2 |
Morgan Stanley
New York
|
+$20.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.7M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$10.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$47.3M |
| 2 |
BlackRock
New York
|
-$21.8M |
| 3 |
KLC
Knowledge Leaders Capital
Denver,
Colorado
|
-$9.23M |
| 4 |
Jane Street
New York
|
-$8.26M |
| 5 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$5.11M |
STIP Hedge Fund Activity: Q3 2018 in Review
202 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2018, worth a combined $1.09B — up 0.6% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new STIP positions and 21 closed out — a net gain of 8 holders — while 95 added to existing stakes and 48 trimmed.
The largest buyer was Keating Investment Counselors, opening a new position worth an estimated $22.2M. The largest seller was AssetMark Inc, cutting an estimated $47.3M.
- 202 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2018, up from 196 in Q2 2018.
- Funds reported $1.09B of iShares 0-5 Year TIPS Bond ETF stock for Q3 2018, up 0.6% quarter-over-quarter.
- 29 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2018 and 21 closed out, a net change of +8 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2018 was Keating Investment Counselors, an estimated $22.2M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2018 was AssetMark Inc, an estimated $47.3M sold.
Based on aggregated 13F filings for Q3 2018.