iShares 0-5 Year TIPS Bond ETF
STIP
391 hedge funds and large institutions have $4.59B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 23 closing their positions.
244% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 63
139% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 23
12% more capital invested
Capital invested by funds: $4.11B → $4.59B (+$479M)
8% more funds holding in top 10
Funds holding in top 10: 40 → 43 (+3)
6% more funds holding
Funds holding: 368 → 391 (+23)
0.96% less ownership
Funds ownership: 57.8% → 56.84% (-0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$115M |
| 2 |
LPL Financial
San Diego,
California
|
+$93.1M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$65M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$34.1M |
| 5 |
BlackRock
New York
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$84.6M |
| 2 |
AssetMark Inc
Concord,
California
|
-$84.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$17.2M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$14.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.1M |
STIP Hedge Fund Activity: Q3 2021 in Review
391 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2021, worth a combined $4.59B — up 12% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new STIP positions and 23 closed out — a net gain of 32 holders — while 217 added to existing stakes and 63 trimmed.
The largest buyer was Personal Capital Advisors, adding an estimated $115M. The largest seller was Ameriprise, cutting an estimated $84.6M.
- 391 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2021, up from 368 in Q2 2021.
- Funds reported $4.59B of iShares 0-5 Year TIPS Bond ETF stock for Q3 2021, up 12% quarter-over-quarter.
- 55 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2021 and 23 closed out, a net change of +32 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2021 was Personal Capital Advisors, an estimated $115M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2021 was Ameriprise, an estimated $84.6M sold.
Based on aggregated 13F filings for Q3 2021.