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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
GRP
351
Global Retirement Partners
California
$657K +$666K +6,329 New
CA
352
CGN Advisors
Kansas
$654K +$211 +2 +0%
TCM
353
Triumph Capital Management
Colorado
$653K +$655K +6,224 New
B
354
Bridgeworth
Alabama
$650K +$375K +3,559 +135%
BCPWM
355
Bradley & Co Private Wealth Management
Florida
$646K +$604K +5,740 +1,367%
MG
356
Mather Group
Illinois
$645K +$648K +6,150 New
ASN
357
Advisory Services Network
Georgia
$642K +$56.6K +538 +10%
FCA
358
FinTrust Capital Advisors
South Carolina
$635K +$251K +2,381 +65%
SAM
359
Strategy Asset Managers
California
$627K +$629K +5,973 New
OIA
360
OneDigital Investment Advisors
Kansas
$624K +$64.8K +615 +12%
SSWM
361
Sheets Smith Wealth Management
North Carolina
$614K +$616K +5,849 New
MBT
362
Montecito Bank & Trust
California
$613K +$615K +5,844 New
BW
363
Bison Wealth
Georgia
$597K -$14.6K -139 -2%
RCAG
364
Rehmann Capital Advisory Group
Michigan
$595K
SP
365
Successful Portfolios
Florida
$594K +$10.5K +100 +2%
HWM
366
Hohimer Wealth Management
Washington
$591K +$593K +5,630 New
FA
367
Fortis Advisors
Pennsylvania
$585K +$2.63K +25 +0.5%
PFA
368
Pure Financial Advisors
California
$580K -$23.3K -221 -4%
CIA
369
Capital Investment Advisors
Georgia
$576K
SC
370
Scotia Capital
Ontario, Canada
$573K +$575K +5,460 New
WAM
371
WealthTrust Asset Management
Florida
$573K +$575K +5,462 New
ASFA
372
All Season Financial Advisors
Colorado
$553K -$3.96M -37,568 -88%
AAS
373
Ameritas Advisory Services
Nebraska
$550K +$104K +983 +23%
CF
374
Clarity Financial
Texas
$538K -$70.5K -670 -12%
IAN
375
Integrated Advisors Network
Texas
$518K +$520K +4,940 New

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.