iShares 0-5 Year TIPS Bond ETF
STIP
263 hedge funds and large institutions have $1.64B invested in iShares 0-5 Year TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 117 increasing their positions, 64 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
83% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 64
6% more funds holding
Funds holding: 248 → 263 (+15)
1.42% less ownership
Funds ownership: 59.88% → 58.46% (-1.4%)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
7% less capital invested
Capital invested by funds: $1.77B → $1.64B (-$123M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$52.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$31.9M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$12.7M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$12.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LF
Lee Financial
Dallas,
Texas
|
-$12.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$11.4M |
| 3 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$6.86M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$6.75M |
| 5 |
QWM
Quaker Wealth Management
Moorestown,
New Jersey
|
-$3.98M |
STIP Hedge Fund Activity: Q3 2020 in Review
263 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2020, worth a combined $1.64B — down 7% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new STIP positions and 16 closed out — a net gain of 19 holders — while 117 added to existing stakes and 64 trimmed.
The largest buyer was Ameriprise, adding an estimated $52.9M. The largest seller was Lee Financial, cutting an estimated $12.9M.
- 263 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2020, up from 248 in Q2 2020.
- Funds reported $1.64B of iShares 0-5 Year TIPS Bond ETF stock for Q3 2020, down 7% quarter-over-quarter.
- 35 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2020 and 16 closed out, a net change of +19 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2020 was Ameriprise, an estimated $52.9M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2020 was Lee Financial, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2020.