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iShares 0-5 Year TIPS Bond ETF

491 hedge funds and large institutions have $4.8B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 235 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

428% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 25

246% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 68

47% more funds holding in top 10

Funds holding in top 10: 4363 (+20)

26% more funds holding

Funds holding: 391491 (+100)

24% more capital invested

Capital invested by funds: $3.86B → $4.8B (+$936M)

3.14% less ownership

Funds ownership: 56.84%53.7% (-3.1%)

Holders
491
Holders Change
+100
Holders Change %
+25.58%
% of All Funds
7.56%
Holding in Top 10
63
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+46.51%
% of All Funds
0.97%
New
132
Increased
235
Reduced
68
Closed
25
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
226
U.S. Capital Wealth Advisors
Texas
$1.93M +$324K +3,060 +20%
MAS
227
Madden Advisory Services
Florida
$1.91M +$210K +1,982 +12%
DWMG
228
DB Wealth Management Group
California
$1.88M +$56.1K +529 +3%
IFAM
229
Institutional & Family Asset Management
Colorado
$1.87M -$166K -1,566 -8%
F4L
230
Fortune 45 LLC
Louisiana
$1.83M +$1.84M +17,334 New
MWM
231
Meridian Wealth Management
Kentucky
$1.76M +$1.05M +9,892 +146%
LFA
232
LifeGuide Financial Advisors
Pennsylvania
$1.76M +$1.76M +16,602 New
PJSIMP
233
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.72M +$1.25M +11,752 +257%
BSW
234
Buckingham Strategic Wealth
Missouri
$1.7M +$433K +4,087 +34%
Citigroup
235
Citigroup
New York
$1.64M -$50.7K -478 -3%
CAN
236
Cetera Advisor Networks
California
$1.59M +$765K +7,219 +93%
FTS
237
Fifth Third Securities
Ohio
$1.58M -$4.59M -43,328 -74%
Goldman Sachs
238
Goldman Sachs
New York
$1.58M +$461K +4,354 +41%
COF
239
Capital One Financial
Virginia
$1.55M +$1.17M +11,011 +305%
FA
240
Forefront Analytics
Pennsylvania
$1.55M -$1.26M -11,849 -45%
DZ Bank
241
DZ Bank
Germany
$1.51M
BTWM
242
Baker Tilly Wealth Management
Wisconsin
$1.51M +$550K +5,190 +57%
CWG
243
Crown Wealth Group
North Carolina
$1.5M +$1.5M +14,201 New
SF
244
Synovus Financial
Georgia
$1.5M +$277K +2,617 +23%
PGAM
245
Princeton Global Asset Management
New Jersey
$1.47M +$925K +8,726 +169%
RIA
246
Regal Investment Advisors
Michigan
$1.45M +$1.45M +13,680 New
IFG
247
Independent Financial Group
California
$1.43M +$924K +8,717 +182%
RF
248
Resolute Financial
Massachusetts
$1.39M +$1.39M +13,164 New
AWA
249
Acorn Wealth Advisors
Michigan
$1.38M +$99.7K +941 +8%
PWM
250
PBMares Wealth Management
Virginia
$1.34M +$129K +1,216 +11%

STIP Hedge Fund Activity: Q4 2021 in Review

491 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2021, worth a combined $4.8B — up 24% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new STIP positions and 25 closed out — a net gain of 107 holders — while 235 added to existing stakes and 68 trimmed.

The largest buyer was Ameriprise, adding an estimated $76.9M. The largest seller was Personal Capital Advisors, cutting an estimated $56.7M.

  • 491 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.8B of iShares 0-5 Year TIPS Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 132 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2021 and 25 closed out, a net change of +107 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2021 was Ameriprise, an estimated $76.9M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2021 was Personal Capital Advisors, an estimated $56.7M sold.

Based on aggregated 13F filings for Q4 2021.