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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
CAM
326
Costello Asset Management
Pennsylvania
$910K -$258K -2,446 -22%
RF
327
RHS Financial
California
$910K -$160K -1,517 -15%
AWM
328
Alterna Wealth Management
Texas
$906K +$909K +8,630 New
PAG
329
Private Advisory Group
Washington
$896K +$899K +8,541 New
SFG
330
StrategIQ Financial Group
Indiana
$861K +$864K +8,203 New
NWM
331
Northwest Wealth Management
Iowa
$836K +$21.2K +201 +3%
COF
332
Capital One Financial
Virginia
$814K -$722K -6,859 -47%
MRWM
333
ML&R Wealth Management
Texas
$812K +$23.2K +220 +3%
SCA
334
Sage Capital Advisors
South Dakota
$811K +$822K +7,803 New
SS
335
Simplicity Solutions
Minnesota
$805K -$191K -1,813 -19%
VWA
336
VERITY Wealth Advisors
United States
$796K +$304K +2,890 +62%
LWANC
337
Laurel Wealth Advisors (North Carolina)
North Carolina
$793K +$31.6K +300 +4%
PWA
338
Physician Wealth Advisors
Utah
$789K -$62.5K -594 -7%
LG
339
Lane Generational
Massachusetts
$773K +$422K +4,003 +119%
KBFS
340
Kohmann Bosshard Financial Services
Ohio
$712K +$31.2K +296 +5%
3F
341
360 Financial
Minnesota
$702K – – –
EP
342
Eudaimonia Partners
Tennessee
$693K +$695K +6,605 New
RJT
343
Raymond James Trust
Florida
$684K -$336K -3,193 -33%
MWM
344
Modera Wealth Management
New Jersey
$683K -$203K -1,926 -23%
WSCM
345
Wellington Shields Capital Management
New York
$680K +$682K +6,480 New
SI
346
Stephens Inc
Arkansas
$678K -$6.84M -64,989 -91%
TDWM
347
Topel & Distasi Wealth Management
California
$677K – – –
VCM
348
Virtue Capital Management
Tennessee
$667K – – –
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$666K +$113K +1,071 +20%
KWM
350
Keebeck Wealth Management
Illinois
$665K +$668K +6,340 New
12 13
14
15 16

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.