iShares 0-5 Year TIPS Bond ETF
STIP
575 hedge funds and large institutions have $4.98B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 206 increasing their positions, 237 reducing their positions, and 49 closing their positions.
2,982% more call options, than puts
Call options by funds: $9.8M | Put options by funds: $318K
16% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 49
1.28% more ownership
Funds ownership: 61.59% → 62.86% (+1.3%)
4% more capital invested
Capital invested by funds: $4.78B → $4.98B (+$198M)
0% more funds holding
Funds holding: 574 → 575 (+1)
8% less funds holding in top 10
Funds holding in top 10: 51 → 47 (-4)
13% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$252M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$39.3M |
| 3 |
Betterment LLC
New York
|
+$25.8M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
+$21.5M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$42.2M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
-$25.1M |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$22M |
| 4 |
Jane Street
New York
|
-$16.9M |
| 5 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$16.6M |
STIP Hedge Fund Activity: Q2 2024 in Review
575 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2024, worth a combined $4.98B — up 4.1% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new STIP positions and 49 closed out — a net gain of 8 holders — while 206 added to existing stakes and 237 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Envestnet Asset Management, cutting an estimated $42.2M.
- 575 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2024, up from 574 in Q1 2024.
- Funds reported $4.98B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2024, up 4.1% quarter-over-quarter.
- 57 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2024 and 49 closed out, a net change of +8 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2024 was Fidelity Investments, an estimated $252M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $42.2M sold.
Based on aggregated 13F filings for Q2 2024.