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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
PMG
301
ProVise Management Group
Florida
$741K +$741K +6,995 New
OCM
302
One Capital Management
California
$721K +$722K +6,816 New
3F
303
360 Financial
Minnesota
$715K +$79.5K +750 +13%
TWM
304
Tanager Wealth Management
United Kingdom
$701K +$702K +6,625 New
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$689K +$13.6K +128 +2%
AO
306
Advisor OS
Illinois
$688K +$27.2K +257 +4%
PP
307
Prudential plc
United Kingdom
$686K +$50.9K +480 +8%
CI
308
Cavalier Investments
Georgia
$684K +$114K +1,073 +20%
TDWM
309
Topel & Distasi Wealth Management
California
$683K +$684K +6,453 New
PBO
310
Peoples Bank (Ohio)
Ohio
$680K +$680K +6,418 New
VCM
311
Virtue Capital Management
Tennessee
$673K +$212K +1,999 +46%
CA
312
CGN Advisors
Kansas
$660K -$14.3K -135 -2%
QCIG
313
Quad-Cities Investment Group
Iowa
$631K -$265K -2,497 -30%
BWAM
314
Boyd Watterson Asset Management
Ohio
$627K +$627K +5,918 New
BW
315
Bison Wealth
Georgia
$617K +$50.4K +476 +9%
CF
316
Clarity Financial
Texas
$614K -$40.7K -384 -6%
PFA
317
Pure Financial Advisors
California
$608K -$3.71K -35 -0.6%
SEP
318
Southland Equity Partners
Missouri
$602K +$261K +2,463 +76%
GC
319
Gratus Capital
Georgia
$602K -$105K -994 -15%
RCAG
320
Rehmann Capital Advisory Group
Michigan
$601K +$14.1K +133 +2%
DAS
321
Dynamic Advisor Solutions
Arizona
$598K -$2.39M -22,581 -80%
ASN
322
Advisory Services Network
Georgia
$591K +$102K +959 +21%
SP
323
Successful Portfolios
Florida
$588K +$106 +1 +0%
FA
324
Fortis Advisors
Pennsylvania
$587K +$6.36K +60 +1%
CIA
325
Capital Investment Advisors
Georgia
$581K +$265K +2,500 +84%

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.