iShares 0-5 Year TIPS Bond ETF
STIP
225 hedge funds and large institutions have $1.33B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 96 increasing their positions, 73 reducing their positions, and 23 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 73
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
2.22% less ownership
Funds ownership: 59.11% → 56.9% (-2.2%)
4% less funds holding
Funds holding: 235 → 225 (-10)
5% less capital invested
Capital invested by funds: $1.41B → $1.33B (-$75.4M)
22% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$10.5M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$10.3M |
| 3 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
+$7.87M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.83M |
| 5 |
Goldman Sachs
New York
|
+$5.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$47M |
| 2 |
AssetMark Inc
Concord,
California
|
-$46.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18.5M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$8.11M |
| 5 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$7.71M |
STIP Hedge Fund Activity: Q2 2019 in Review
225 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2019, worth a combined $1.33B — down 5.4% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of STIP and 18 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 96 added.
The largest buyer was Pasadena Private Wealth, adding an estimated $10.5M. The largest seller was Ameriprise, cutting an estimated $47M.
- 225 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2019, down from 235 in Q1 2019.
- Funds reported $1.33B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2019, down 5.4% quarter-over-quarter.
- 18 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2019 and 23 closed out, a net change of -5 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2019 was Pasadena Private Wealth, an estimated $10.5M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2019 was Ameriprise, an estimated $47M sold.
Based on aggregated 13F filings for Q2 2019.