ISHARES 0-5 YEAR TIPS BOND E (STIP) Institutional Ownership Changes & 13F Activity

ISHARES 0-5 YEAR TIPS BOND E (STIP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Main Management Fund Advisors Llc, Ameriprise Financial Inc, Cerity Partners Llc, Mercer Global Advisors Inc, and Coldstream Capital Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+1,985+1.8%112,479$11.49MQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheBuy+98,00098,000$10.01MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+6,749+3.2%218,961$22.37MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+20,37320,373$2.08MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-330-4.5%7,013$716.47KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-3,940-3.1%122,705$12.54MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+30+0.9%3,471$354.62KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+430,616+100.3%860,000$87.86MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+4,119+40.7%14,248$1.46MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1,501+74.7%3,511$358.65KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-22,724-3.5%617,519$63.09MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+18,99518,995$1.94MQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+5,632+14.2%45,340$4.63MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+37,901+779.4%42,764$4.37MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+35,568+63.8%91,287$9.33MQ2 2026Aug 17, 2026
Blue Edge Capital, LlcBuy+23,78823,788$2.43MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+4,061+0.8%512,062$51.73MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,381+12554.5%1,392$142.21KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+1,106+0.5%212,089$21.67MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+169+1.4%12,603$1.29MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+46+34.1%181$18.49KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+12+0.3%4,721$482.00KQ2 2026Aug 17, 2026
Main Management Fund Advisors LlcSell-2,296,549-92.6%184,051$18.80KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+1,108,8551,108,855$113.18MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-453,398-72.0%175,966$17.80MQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+407,033+28.0%1,860,288$190.05MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+258,687+109.8%494,193$50.49MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+219,681+16.5%1,553,079$158.66MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+128,116128,116$13.09MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+108,738+46.9%340,403$34.78MQ2 2026Aug 14, 2026
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Frequently asked questions about STIP activity

  • Which institutional owners are buying STIP?

    Institutional owners buying STIP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in STIP activity?

    "Buy" means an investor increased their reported position in STIP compared to the prior reporting period. This reflects growing exposure to ISHARES 0-5 YEAR TIPS BOND E (STIP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in STIP increasing?

    Institutional interest in STIP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.