iShares 0-5 Year TIPS Bond ETF
STIP
222 hedge funds and large institutions have $1.25B invested in iShares 0-5 Year TIPS Bond ETF in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 62 reducing their positions, and 33 closing their positions.
67% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 33
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
34% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 62
14% more capital invested
Capital invested by funds: $1.09B → $1.25B (+$156M)
10% more funds holding
Funds holding: 202 → 222 (+20)
3.5% more ownership
Funds ownership: 54.51% → 58.01% (+3.5%)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$112M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$12.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.2M |
| 4 |
AMM
American Money Management
Rancho Santa Fe,
California
|
+$6.9M |
| 5 |
Morgan Stanley
New York
|
+$6.27M |
Top Sellers
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$20.6M |
| 2 |
BlackRock
New York
|
-$16.5M |
| 3 |
Bank of New York Mellon
New York
|
-$10.4M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$9.6M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$7.12M |
STIP Hedge Fund Activity: Q4 2018 in Review
222 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2018, worth a combined $1.25B — up 14% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new STIP positions and 33 closed out — a net gain of 22 holders — while 83 added to existing stakes and 62 trimmed.
The largest buyer was Ameriprise, adding an estimated $112M. The largest seller was Modera Wealth Management, cutting an estimated $20.6M.
- 222 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2018, up from 202 in Q3 2018.
- Funds reported $1.25B of iShares 0-5 Year TIPS Bond ETF stock for Q4 2018, up 14% quarter-over-quarter.
- 55 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2018 and 33 closed out, a net change of +22 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2018 was Ameriprise, an estimated $112M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2018 was Modera Wealth Management, an estimated $20.6M sold.
Based on aggregated 13F filings for Q4 2018.