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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
PPW
276
Pinnacle Private Wealth
Massachusetts
$1.04M +$1.04M +9,805 New
RJT
277
Raymond James Trust
Florida
$1.03M +$792K +7,476 +335%
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$1.03M -$69.7K -658 -6%
SS
279
Simplicity Solutions
Minnesota
$1M +$315K +2,973 +46%
TIM
280
Tortoise Investment Management
New York
$997K
LRPA
281
L. Roy Papp & Associates
Arizona
$995K
SWA
282
Stratos Wealth Advisors
Ohio
$962K +$962K +9,083 New
SGCA
283
Steel Grove Capital Advisors
Tennessee
$953K +$296K +2,791 +45%
FANJ
284
Financial Architects (New Jersey)
New Jersey
$953K +$305K +2,883 +47%
GCA
285
Gradient Capital Advisors
California
$945K +$151K +1,423 +19%
MCG
286
McCollum Christoferson Group
New York
$937K +$243K +2,295 +35%
ACM
287
Absolute Capital Management
Pennsylvania
$911K +$911K +8,600 New
MP
288
McDonald Partners
Ohio
$911K +$911K +8,600 New
GA
289
Greenspring Advisors
Maryland
$903K +$904K +8,529 New
AOWM
290
Alpha Omega Wealth Management
Virginia
$898K +$6.78K +64 +0.8%
MWM
291
Modera Wealth Management
New Jersey
$893K -$1.01M -9,574 -53%
5L
292
55I LLC
Massachusetts
$883K -$2.69M -25,431 -75%
FFC
293
Fure Financial Corporation
Minnesota
$879K +$879K +8,291 +55,273%
PWA
294
Physician Wealth Advisors
Utah
$863K +$96.9K +914 +13%
WWM
295
Western Wealth Management
Colorado
$845K +$849K +8,010 New
PIA
296
Pinion Investment Advisors
Kansas
$826K +$222K +2,099 +37%
NWM
297
Northwest Wealth Management
Iowa
$822K +$65.8K +621 +9%
JWCA
298
J.W. Cole Advisors
Florida
$807K +$807K +7,618 New
MRWM
299
ML&R Wealth Management
Texas
$796K +$796K +7,516 New
LWANC
300
Laurel Wealth Advisors (North Carolina)
North Carolina
$768K +$26.5K +250 +4%

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.