iShares 0-5 Year TIPS Bond ETF
STIP
571 hedge funds and large institutions have $4.99B invested in iShares 0-5 Year TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 194 increasing their positions, 244 reducing their positions, and 51 closing their positions.
1.24% more ownership
Funds ownership: 62.86% → 64.1% (+1.2%)
6% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 51
0% more capital invested
Capital invested by funds: $4.98B → $4.99B (+$11.5M)
1% less funds holding
Funds holding: 575 → 571 (-4)
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
20% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 244
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$49.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$20.2M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$18.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$13.5M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$42.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$35.8M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$22.3M |
| 4 |
SWIG
Strategic Wealth Investment Group
Louisville,
Kentucky
|
-$18.7M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$18.1M |
STIP Hedge Fund Activity: Q3 2024 in Review
571 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q3 2024, worth a combined $4.99B — up 0.23% from $4.98B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new STIP positions and 51 closed out — a net gain of 3 holders — while 194 added to existing stakes and 244 trimmed.
The largest buyer was Betterment LLC, adding an estimated $49.7M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $42.2M sold.
- 571 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q3 2024, down from 575 in Q2 2024.
- Funds reported $4.99B of iShares 0-5 Year TIPS Bond ETF stock for Q3 2024, up 0.23% quarter-over-quarter.
- 54 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q3 2024 and 51 closed out, a net change of +3 holders.
- The largest iShares 0-5 Year TIPS Bond ETF buyer in Q3 2024 was Betterment LLC, an estimated $49.7M added.
- The largest iShares 0-5 Year TIPS Bond ETF seller in Q3 2024 was Dynasty Wealth Management, an estimated $42.2M sold.
Based on aggregated 13F filings for Q3 2024.