iShares 0-5 Year TIPS Bond ETF
STIP
368 hedge funds and large institutions have $4.11B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 53 reducing their positions, and 15 closing their positions.
2,332% more capital inflows, than outflows
Capital inflows: $1B | Capital outflows: $41.3M
413% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 15
255% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 53
19% more funds holding
Funds holding: 310 → 368 (+58)
14% more funds holding in top 10
Funds holding in top 10: 35 → 40 (+5)
23.11% less ownership
Funds ownership: 80.92% → 57.8% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$84.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$83.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$74.4M |
| 4 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$47.4M |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$38.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHWM
Smith & Howard Wealth Management
Atlanta,
Georgia
|
-$8.33M |
| 2 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$6.25M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.95M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
-$3M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.66M |
STIP Hedge Fund Activity: Q2 2021 in Review
368 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2021, worth a combined $4.11B — up 71% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new STIP positions and 15 closed out — a net gain of 62 holders — while 188 added to existing stakes and 53 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $84.5M. The largest seller was Smith & Howard Wealth Management, cutting an estimated $8.33M.
- 368 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2021, up from 310 in Q1 2021.
- Funds reported $4.11B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2021, up 71% quarter-over-quarter.
- 77 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2021 and 15 closed out, a net change of +62 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2021 was AssetMark Inc, an estimated $84.5M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2021 was Smith & Howard Wealth Management, an estimated $8.33M sold.
Based on aggregated 13F filings for Q2 2021.