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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
SEP
301
Southland Equity Partners
Missouri
$1.05M +$458K +4,352 +76%
FANJ
302
Financial Architects (New Jersey)
New Jersey
$1.04M +$99.6K +946 +11%
KFGK
303
Keystone Financial Group (Kentucky)
Kentucky
$1.03M +$608K +5,770 +142%
Goldman Sachs
304
Goldman Sachs
New York
$1.02M -$547K -5,193 -35%
PWM
305
Perigon Wealth Management
California
$1.02M +$1.02M +9,716 New
AssetMark Inc
306
AssetMark Inc
California
$1M -$224K -2,129 -18%
SGCA
307
Steel Grove Capital Advisors
Tennessee
$994K +$49.8K +473 +5%
FP
308
Financial Perspectives
Minnesota
$990K +$993K +9,434 New
TIM
309
Tortoise Investment Management
New York
$988K
LRPA
310
L. Roy Papp & Associates
Arizona
$986K
RSWM
311
Robertson Stephens Wealth Management
California
$985K +$989K +9,394 New
WJA
312
Willis Johnson & Associates
Texas
$984K +$987K +9,372 New
MCG
313
McCollum Christoferson Group
New York
$981K +$52.6K +500 +6%
GSEP
314
Golden State Equity Partners
California
$971K +$974K +9,250 New
SW
315
StrongBox Wealth
Missouri
$970K +$973K +9,245 New
AOWM
316
Alpha Omega Wealth Management
Virginia
$959K +$65.1K +618 +7%
KWM
317
Kingsview Wealth Management
Oregon
$956K +$959K +9,108 New
GM
318
GeoWealth Management
Illinois
$952K +$955K +9,069 New
WP
319
Wealthspan Partners
Iowa
$951K +$954K +9,059 New
WWM
320
Western Wealth Management
Colorado
$947K +$107K +1,017 +13%
AFAS
321
Acorn Financial Advisory Services
Virginia
$946K -$237K -2,255 -20%
GCA
322
Gradient Capital Advisors
California
$936K +$105 +1 +0%
PIA
323
Pinion Investment Advisors
Kansas
$933K +$115K +1,089 +14%
SWA
324
Stratos Wealth Advisors
Ohio
$924K -$29.1K -276 -3%
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$923K -$94.7K -899 -9%

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.