iShares 0-5 Year TIPS Bond ETF
STIP
229 hedge funds and large institutions have $1.38B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 21 closing their positions.
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
15% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 75
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
2.91% more ownership
Funds ownership: 56.9% → 59.81% (+2.9%)
2% more funds holding
Funds holding: 225 → 229 (+4)
3% more capital invested
Capital invested by funds: $1.33B → $1.38B (+$46.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$59.9M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$9.62M |
| 3 |
SHWM
Smith & Howard Wealth Management
Atlanta,
Georgia
|
+$6.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.83M |
| 5 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.41M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
-$8.01M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.12M |
| 4 |
Morgan Stanley
New York
|
-$4.16M |
| 5 |
BlackRock
New York
|
-$4.09M |
STIP Hedge Fund Activity: Q3 2019 in Review
229 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2019, worth a combined $1.38B — up 3.5% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new STIP positions and 21 closed out — a net gain of 5 holders — while 86 added to existing stakes and 75 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $59.9M. The largest seller was Ameriprise, cutting an estimated $8.41M.
- 229 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2019, up from 225 in Q2 2019.
- Funds reported $1.38B of iShares 0-5 Year TIPS Bond ETF stock for Q3 2019, up 3.5% quarter-over-quarter.
- 26 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2019 and 21 closed out, a net change of +5 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2019 was Municipal Employees' Retirement System of Michigan, an estimated $59.9M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2019 was Ameriprise, an estimated $8.41M sold.
Based on aggregated 13F filings for Q3 2019.