iShares 0-5 Year TIPS Bond ETF
STIP
267 hedge funds and large institutions have $1.54B invested in iShares 0-5 Year TIPS Bond ETF in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 14 closing their positions.
279% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 14
18% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 80
17% more funds holding
Funds holding: 229 → 267 (+38)
12% more capital invested
Capital invested by funds: $1.38B → $1.54B (+$159M)
3.05% more ownership
Funds ownership: 59.81% → 62.85% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$24.8M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$22.7M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$18.5M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$14.5M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$15.2M |
| 2 |
Jane Street
New York
|
-$8.24M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.91M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$6.97M |
| 5 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$4.63M |
STIP Hedge Fund Activity: Q4 2019 in Review
267 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2019, worth a combined $1.54B — up 12% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new STIP positions and 14 closed out — a net gain of 39 holders — while 94 added to existing stakes and 80 trimmed.
The largest buyer was Brandywine Oak Private Wealth, opening a new position worth an estimated $24.8M. The largest seller was UBS Group, cutting an estimated $15.2M.
- 267 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2019, up from 229 in Q3 2019.
- Funds reported $1.54B of iShares 0-5 Year TIPS Bond ETF stock for Q4 2019, up 12% quarter-over-quarter.
- 53 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2019 and 14 closed out, a net change of +39 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2019 was Brandywine Oak Private Wealth, an estimated $24.8M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2019 was UBS Group, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2019.