iShares 0-5 Year TIPS Bond ETF
STIP
250 hedge funds and large institutions have $1.28B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 90 increasing their positions, 101 reducing their positions, and 37 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 24 → 27 (+3)
1.87% less ownership
Funds ownership: 62.85% → 60.99% (-1.9%)
6% less funds holding
Funds holding: 267 → 250 (-17)
11% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 101
17% less capital invested
Capital invested by funds: $1.54B → $1.28B (-$255M)
35% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$9.47M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.19M |
| 3 |
AIA
Arbor Investment Advisors
Winston Salem,
North Carolina
|
+$7.7M |
| 4 |
HC
HNP Capital
Rochester,
New York
|
+$6.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$116M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$58.9M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$18.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.9M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
-$16.2M |
STIP Hedge Fund Activity: Q1 2020 in Review
250 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2020, worth a combined $1.28B — down 17% from $1.54B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of STIP and 24 opened new positions — a net loss of 13 holders — while 101 trimmed existing stakes and 90 added.
The largest buyer was Personal Capital Advisors, adding an estimated $9.47M. The largest seller was Modera Wealth Management, cutting an estimated $116M.
- 250 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2020, down from 267 in Q4 2019.
- Funds reported $1.28B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 24 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2020 and 37 closed out, a net change of -13 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2020 was Personal Capital Advisors, an estimated $9.47M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2020 was Modera Wealth Management, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2020.