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iShares 0-5 Year TIPS Bond ETF
STIP
STIP
607 hedge funds and large institutions have $5.68B invested in iShares 0-5 Year TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 267 reducing their positions, and 65 closing their positions.
New
Increased
Maintained
Reduced
Closed
43% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 65
7.09% more ownership
Funds ownership: 60.39% → 67.48% (+7.1%)
4% more funds holding
Funds holding: 584 → 607 (+23)
1% less capital invested
Capital invested by funds: $5.72B → $5.68B (-$43.3M)
3% less funds holding in top 10
Funds holding in top 10: 60 → 58 (-2)
29% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 267
Holders
607
Holders Change
+23
Holders Change %
+3.94%
% of All Funds
8.85%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.85%
New
93
Increased
190
Reduced
267
Closed
65
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
-$188K
Top Buyers
| 1 |
NG
Norden Group
Provo,
Utah
|
+$216M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$119M |
| 3 |
Morgan Stanley
New York
|
+$99.9M |
| 4 |
Betterment LLC
New York
|
+$52.9M |
| 5 |
JP Morgan Chase
New York
|
+$38.6M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$543M |
| 2 |
Jane Street
New York
|
-$48.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.2M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$32.2M |
| 5 |
Cerity Partners
New York
|
-$30.4M |
