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iShares 0-5 Year TIPS Bond ETF

551 hedge funds and large institutions have $6.29B invested in iShares 0-5 Year TIPS Bond ETF in 2022 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 249 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 49

99% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 125

33% more funds holding in top 10

Funds holding in top 10: 6384 (+21)

31% more capital invested

Capital invested by funds: $4.8B → $6.29B (+$1.49B)

12% more funds holding

Funds holding: 491551 (+60)

3.2% more ownership

Funds ownership: 53.7%56.9% (+3.2%)

Holders
551
Holders Change
+60
Holders Change %
+12.22%
% of All Funds
8.69%
Holding in Top 10
84
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+33.33%
% of All Funds
1.32%
New
116
Increased
249
Reduced
125
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
251
Madden Advisory Services
Florida
$1.99M +$98.9K +939 +5%
1WA
252
180 Wealth Advisors
Washington
$1.99M -$105K -1,000 -5%
IFAM
253
Institutional & Family Asset Management
Colorado
$1.98M +$127K +1,206 +7%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$1.92M +$1.38M +13,141 +255%
BCM
255
BlueCrest Capital Management
Jersey
$1.89M -$8.23M -78,174 -81%
NB
256
NBT Bank
New York
$1.86M +$1.41M +13,436 +312%
BSW
257
Buckingham Strategic Wealth
Missouri
$1.84M +$162K +1,541 +10%
TC
258
Titleist Capital
Texas
$1.81M +$703K +6,675 +63%
CIR
259
Clear Investment Research
Georgia
$1.8M -$155K -1,473 -8%
PCMM
260
Piedmont Capital Management (Montana)
Montana
$1.79M +$1.8M +17,070 New
MA
261
Mutual Advisors
Nebraska
$1.79M -$10.5M -99,837 -85%
LFA
262
LifeGuide Financial Advisors
Pennsylvania
$1.76M +$20.1K +191 +1%
SF
263
Synovus Financial
Georgia
$1.75M +$270K +2,560 +18%
JCIA
264
Jackson Creek Investment Advisors
Colorado
$1.74M +$1.25M +11,894 +254%
MWM
265
Meridian Wealth Management
Kentucky
$1.73M -$20.7K -197 -1%
PBO
266
Peoples Bank (Ohio)
Ohio
$1.72M +$1.05M +9,950 +155%
PGAM
267
Princeton Global Asset Management
New Jersey
$1.68M +$224K +2,123 +15%
ZIM
268
Zacks Investment Management
Illinois
$1.58M +$421K +4,001 +36%
CAN
269
Cetera Advisor Networks
California
$1.57M -$3.9K -37 -0.2%
BTWM
270
Baker Tilly Wealth Management
Wisconsin
$1.55M +$51.9K +493 +3%
FA
271
Forefront Analytics
Pennsylvania
$1.53M
FPS
272
Fieldpoint Private Securities
Connecticut
$1.53M -$1.4M -13,275 -48%
QCIG
273
Quad-Cities Investment Group
Iowa
$1.52M +$902K +8,568 +144%
DZ Bank
274
DZ Bank
Germany
$1.51M
FPB
275
First PREMIER Bank
South Dakota
$1.5M +$347K +3,300 +30%

STIP Hedge Fund Activity: Q1 2022 in Review

551 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2022, worth a combined $6.29B — up 31% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new STIP positions and 49 closed out — a net gain of 67 holders — while 249 added to existing stakes and 125 trimmed.

The largest buyer was BlackRock, adding an estimated $163M. The largest seller was Evoke Wealth, exiting entirely with an estimated $22.9M sold.

  • 551 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2022, up from 491 in Q4 2021.
  • Funds reported $6.29B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 116 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2022 and 49 closed out, a net change of +67 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2022 was BlackRock, an estimated $163M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2022 was Evoke Wealth, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2022.