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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
FCA
351
FinTrust Capital Advisors
South Carolina
$389K +$303K +2,860 +350%
MFM
352
Mirsky Financial Management
New York
$385K +$8.27K +78 +2%
VAS
353
Vestmark Advisory Solutions
Massachusetts
$374K +$374K +3,534 New
MS
354
Madden Securities
Texas
$373K +$373K +3,520 New
OMC
355
Old Mission Capital
Illinois
$368K +$368K +3,471 New
Barclays
356
Barclays
United Kingdom
$363K
LG
357
Lane Generational
Massachusetts
$356K +$356K +3,359 New
FW
358
FirstPurpose Wealth
Utah
$352K +$353K +3,328 New
BCM
359
Boltwood Capital Management
California
$349K
LG
360
LaFleur & Godfrey
Michigan
$349K
FCH
361
Freestone Capital Holdings
Washington
$330K +$330K +3,115 New
BCA
362
Bay Colony Advisors
Massachusetts
$328K +$8.16K +77 +3%
BCM
363
Brookstone Capital Management
Illinois
$326K +$120K +1,128 +57%
MFA
364
Mayflower Financial Advisors
Massachusetts
$323K
WCM
365
Windsor Capital Management
Arizona
$320K +$45K +425 +16%
TI
366
TTP Investments
California
$318K +$318K +3,005 New
CCM
367
Coldstream Capital Management
Washington
$317K
OWA
368
Octavia Wealth Advisors
Ohio
$316K +$109K +1,026 +52%
MC
369
Moors & Cabot
Massachusetts
$311K -$1.59K -15 -0.5%
Cerity Partners
370
Cerity Partners
New York
$306K +$73.5K +694 +32%
CAG
371
Csenge Advisory Group
Florida
$305K -$285K -2,686 -48%
I
372
INVST
Indiana
$298K +$300K +2,835 New
FHA
373
First Horizon Advisors
Tennessee
$291K +$162K +1,529 +125%
LWP
374
Laurel Wealth Planning
Minnesota
$291K +$291K +2,748 New
M&T Bank
375
M&T Bank
New York
$290K

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.