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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
OIA
326
OneDigital Investment Advisors
Kansas
$565K +$146K +1,379 +35%
WAP
327
Wealthcare Advisory Partners
Pennsylvania
$558K +$559K +5,274 New
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$546K +$96.3K +909 +21%
APA
329
American Portfolios Advisors
New York
$511K -$51.6K -487 -9%
JCIA
330
Jackson Creek Investment Advisors
Colorado
$497K +$497K +4,690 New
VWA
331
VERITY Wealth Advisors
United States
$497K +$497K +4,693 New
GWM
332
Geneos Wealth Management
Colorado
$474K +$25.3K +239 +6%
SC
333
Slow Capital
California
$473K
PCM
334
Passive Capital Management
Maryland
$473K +$473K +4,463 New
OWA
335
Outlook Wealth Advisors
Texas
$469K -$28.5K -269 -6%
MIM
336
Moseley Investment Management
Florida
$469K +$470K +4,433 New
WS
337
Wedbush Securities
California
$468K +$223K +2,100 +91%
HNWA
338
Henrickson Nauta Wealth Advisors
Michigan
$458K +$462K +4,357 New
NB
339
NBT Bank
New York
$455K +$138K +1,300 +43%
GSWM
340
Golden State Wealth Management
California
$452K +$452K +4,270 New
AAS
341
Ameritas Advisory Services
Nebraska
$451K +$451K +4,259 New
MC
342
Matisse Capital
Oregon
$445K
CPA
343
Cardiff Park Advisors
California
$436K +$437K +4,121 New
MAWCM
344
Mine & Arao Wealth Creation & Management
California
$432K +$13.7K +129 +3%
AF
345
Allworth Financial
California
$431K
KFGK
346
Keystone Financial Group (Kentucky)
Kentucky
$430K +$83.7K +790 +24%
SWP
347
Strategic Wealth Partners
Ohio
$422K
FT
348
Fiduciary Trust
Massachusetts
$411K -$7.95K -75 -2%
GTAM
349
Global Trust Asset Management
Florida
$403K +$403K +3,803 New
IP
350
Investment Partners
Ohio
$391K -$45.2K -427 -10%

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.