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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
FA
251
Fermata Advisors
California
$1.32M +$407K +3,840 +45%
EWM
252
Empirical Wealth Management
Washington
$1.31M +$23.4K +221 +2%
AWA
253
Aquire Wealth Advisors
Utah
$1.3M +$1.3M +12,259 New
TCM
254
TD Capital Management
Tennessee
$1.3M +$35K +330 +3%
TRIA
255
Trail Ridge Investment Advisors
Colorado
$1.27M +$1.27M +11,954 New
NFG
256
Next Financial Group
Texas
$1.25M +$79.8K +753 +7%
HCA
257
Heck Capital Advisors
Wisconsin
$1.25M +$24.1K +227 +2%
AssetMark Inc
258
AssetMark Inc
California
$1.24M -$260K -2,453 -17%
GWM
259
Grand Wealth Management
Michigan
$1.22M +$1.22M +11,514 New
FCA
260
FLC Capital Advisors
California
$1.22M +$11.9K +112 +1%
UAS
261
United Asset Strategies
New York
$1.22M -$580K -5,469 -32%
SIAM
262
Sterling Investment Advisors (Missouri)
Missouri
$1.21M -$23.1K -218 -2%
AFAS
263
Acorn Financial Advisory Services
Virginia
$1.19M +$362K +3,420 +44%
ARC
264
Advisor Resource Council
Texas
$1.19M +$727K +6,857 +157%
NAS
265
Nicolet Advisory Services
Wisconsin
$1.19M -$42.7K -403 -3%
CAM
266
Costello Asset Management
Pennsylvania
$1.18M +$128K +1,209 +12%
ZIM
267
Zacks Investment Management
Illinois
$1.17M +$1.17M +11,029 New
FPB
268
First PREMIER Bank
South Dakota
$1.16M -$522K -4,926 -31%
ASW
269
Astoria Strategic Wealth
Texas
$1.16M +$1.16M +10,907 New
CWA
270
Clearview Wealth Advisors
Oregon
$1.13M +$384K +3,622 +51%
AIM
271
Arcadia Investment Management
Michigan
$1.13M +$1.13M +10,625 New
TC
272
Titleist Capital
Texas
$1.12M +$1.12M +10,596 New
DC
273
Davenport & Co
Virginia
$1.11M +$229K +2,157 +26%
SSIM
274
Sheets Smith Investment Management
Texas
$1.1M +$1.1M +10,349 New
RF
275
RHS Financial
California
$1.08M -$35.9K -339 -3%

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.