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iShares 0-5 Year TIPS Bond ETF
STIP

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: 63 → 84 (+21)

31% more capital invested

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

12% more funds holding

Funds holding: 491 → 551 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$163M
2
Morgan Stanley
Morgan Stanley
New York
+$150M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
4
Bank of America
Bank of America
North Carolina
+$130M
5
CMF
Counterpoint Mutual Funds
California
+$106M

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$22.9M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$22.7M
3
CHP
Cable Hill Partners
Oregon
-$21.5M
4
JWM
Janiczek Wealth Management
Colorado
-$11.3M
5
MA
Mutual Advisors
Nebraska
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Nova Scotia
276
Bank of Nova Scotia
Ontario, Canada
$1.46M +$1.47M +13,950 New
TRIA
277
Trail Ridge Investment Advisors
Colorado
$1.42M +$163K +1,544 +13%
EA
278
Eudaimonia Advisors
Tennessee
$1.36M +$1.36M +12,947 New
CWG
279
Crown Wealth Group
North Carolina
$1.35M -$136K -1,295 -9%
AWA
280
Acorn Wealth Advisors
Michigan
$1.35M -$20.3K -193 -1%
GWM
281
Grand Wealth Management
Michigan
$1.34M +$138K +1,307 +11%
LAS
282
Lloyd Advisory Services
Georgia
$1.31M +$1.31M +12,484 New
TCM
283
TD Capital Management
Tennessee
$1.29M +$4.95K +47 +0.4%
AWA
284
Aquire Wealth Advisors
Utah
$1.29M – – –
PWM
285
PBMares Wealth Management
Virginia
$1.28M -$49.3K -468 -4%
SIAM
286
Sterling Investment Advisors (Missouri)
Missouri
$1.27M +$71.8K +682 +6%
SBL
287
Sargent Bickham Lagudis
Colorado
$1.25M +$1.24M +11,814 +12,841%
JWCA
288
J.W. Cole Advisors
Florida
$1.25M +$451K +4,279 +56%
HCA
289
Heck Capital Advisors
Wisconsin
$1.24M +$105 +1 +0%
PPW
290
Pinnacle Private Wealth
Massachusetts
$1.23M +$199K +1,886 +19%
UAS
291
United Asset Strategies
New York
$1.18M -$24.6K -234 -2%
FA
292
Fermata Advisors
California
$1.18M -$132K -1,257 -10%
AR
293
Apeiron RIA
Texas
$1.17M +$1.19M +11,300 New
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$1.16M +$975K +9,263 +530%
ASW
295
Astoria Strategic Wealth
Texas
$1.15M – – –
DC
296
Davenport & Co
Virginia
$1.14M +$40.8K +387 +4%
Franklin Resources
297
Franklin Resources
California
$1.11M -$1.29M -12,250 -54%
EPA
298
Element Pointe Advisors
Florida
$1.1M -$1.21M -11,481 -52%
NAS
299
Nicolet Advisory Services
Wisconsin
$1.09M -$75.7K -719 -6%
Mariner
300
Mariner
Kansas
$1.08M +$1.09M +10,319 New
10 11
12
13 14

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.