iShares 0-5 Year TIPS Bond ETF
STIP
248 hedge funds and large institutions have $1.77B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 107 increasing their positions, 72 reducing their positions, and 28 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 72
38% more capital invested
Capital invested by funds: $1.28B → $1.77B (+$484M)
1% less funds holding
Funds holding: 250 → 248 (-2)
4% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 28
1.11% less ownership
Funds ownership: 60.99% → 59.88% (-1.1%)
7% less funds holding in top 10
Funds holding in top 10: 27 → 25 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$34.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$19.5M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$15.2M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$12.9M |
| 5 |
AIA
Arbor Investment Advisors
Winston Salem,
North Carolina
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$35.2M |
| 2 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$21.7M |
| 3 |
HC
HNP Capital
Rochester,
New York
|
-$8.64M |
| 4 |
LF
Lee Financial
Dallas,
Texas
|
-$7.12M |
| 5 |
EPA
Element Pointe Advisors
Miami,
Florida
|
-$5.37M |
STIP Hedge Fund Activity: Q2 2020 in Review
248 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2020, worth a combined $1.77B — up 38% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of STIP and 27 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 107 added.
The largest buyer was Bank of America, adding an estimated $34.3M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $35.2M.
- 248 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2020, down from 250 in Q1 2020.
- Funds reported $1.77B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2020, up 38% quarter-over-quarter.
- 27 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2020 and 28 closed out, a net change of -1 holder.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2020 was Bank of America, an estimated $34.3M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2020 was Municipal Employees' Retirement System of Michigan, an estimated $35.2M sold.
Based on aggregated 13F filings for Q2 2020.