iShares 0-5 Year TIPS Bond ETF
STIP
574 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 199 increasing their positions, 245 reducing their positions, and 59 closing their positions.
1,511% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $835K
5% less funds holding
Funds holding: 607 → 574 (-33)
5.72% less ownership
Funds ownership: 67.48% → 61.76% (-5.7%)
12% less funds holding in top 10
Funds holding in top 10: 58 → 51 (-7)
16% less capital invested
Capital invested by funds: $5.68B → $4.79B (-$888M)
19% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 245
31% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
+$59.4M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$36.8M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20M |
| 5 |
Jane Street
New York
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$280M |
| 2 |
NG
Norden Group
Provo,
Utah
|
-$218M |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$152M |
| 4 |
Morgan Stanley
New York
|
-$150M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$76.4M |
STIP Hedge Fund Activity: Q1 2024 in Review
574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2024, worth a combined $4.79B — down 16% from $5.68B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of STIP and 41 opened new positions — a net loss of 18 holders — while 245 trimmed existing stakes and 199 added.
The largest buyer was Wealthcare Capital Management, adding an estimated $59.4M. The largest seller was Fidelity Investments, cutting an estimated $280M.
- 574 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2024, down from 607 in Q4 2023.
- Funds reported $4.79B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2024, down 16% quarter-over-quarter.
- 41 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2024 and 59 closed out, a net change of -18 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2024 was Wealthcare Capital Management, an estimated $59.4M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2024 was Fidelity Investments, an estimated $280M sold.
Based on aggregated 13F filings for Q1 2024.