iShares 0-5 Year TIPS Bond ETF
STIP
583 hedge funds and large institutions have $5.54B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 287 reducing their positions, and 56 closing their positions.
16,470% more call options, than puts
Call options by funds: $1.66M | Put options by funds: $10K
4% less funds holding
Funds holding: 608 → 583 (-25)
5% less funds holding in top 10
Funds holding in top 10: 62 → 59 (-3)
6.15% less ownership
Funds ownership: 64.82% → 58.67% (-6.2%)
27% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 56
29% less capital invested
Capital invested by funds: $7.86B → $5.54B (-$2.31B)
35% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 287
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$52.7M |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$49.5M |
| 3 |
Cerity Partners
New York
|
+$33M |
| 4 |
Goldman Sachs
New York
|
+$12.8M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$782M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$411M |
| 3 |
Empower Advisory Group
Greenwood Village,
Colorado
|
-$261M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$109M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$80.7M |
STIP Hedge Fund Activity: Q3 2023 in Review
583 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2023, worth a combined $5.54B — down 29% from $7.86B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of STIP and 41 opened new positions — a net loss of 15 holders — while 287 trimmed existing stakes and 186 added.
The largest buyer was Betterment LLC, adding an estimated $52.7M. The largest seller was Fidelity Investments, cutting an estimated $782M.
- 583 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2023, down from 608 in Q2 2023.
- Funds reported $5.54B of iShares 0-5 Year TIPS Bond ETF stock for Q3 2023, down 29% quarter-over-quarter.
- 41 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2023 and 56 closed out, a net change of -15 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2023 was Betterment LLC, an estimated $52.7M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2023 was Fidelity Investments, an estimated $782M sold.
Based on aggregated 13F filings for Q3 2023.