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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
OCM
376
Objective Capital Management
Ohio
$282K +$282K +2,661 New
Betterment LLC
377
Betterment LLC
New York
$278K -$102K -961 -27%
B
378
Bridgeworth
Alabama
$278K +$6.89K +65 +3%
AWM
379
Axxcess Wealth Management
California
$278K +$278K +2,623 New
WMS
380
Wealth Management Solutions
Pennsylvania
$273K +$273K +2,574 New
IP
381
Ignite Planners
California
$273K +$275K +2,597 New
SXL
382
Summit X LLC
Missouri
$272K +$2.44K +23 +0.9%
Invesco
383
Invesco
Georgia
$271K +$272K +2,563 New
CAMG
384
CWA Asset Management Group
Florida
$270K +$270K +2,550 New
HFA
385
HC Financial Advisors
California
$268K
UCFA
386
United Capital Financial Advisors
Texas
$266K -$20.3K -192 -7%
PWSG
387
Pacific Wealth Strategies Group
California
$265K
SCA
388
Snowden Capital Advisors
New York
$264K -$26.5K -250 -9%
CF
389
Centaurus Financial
California
$262K -$983K -9,275 -79%
CCM
390
Chilton Capital Management
Texas
$262K
MFG
391
Mission Financial Group
Nevada
$260K +$269K +2,542 New
WA
392
WP Advisors
California
$260K +$2.86K +27 +1%
Bank of Montreal
393
Bank of Montreal
Ontario, Canada
$254K
HS
394
Horan Securities
United States
$254K +$255K +2,403 New
PFG
395
Peterson Financial Group
Iowa
$253K +$254K +2,393 New
FF
396
Friedenthal Financial
New Jersey
$251K +$251K +2,368 New
BRWM
397
B. Riley Wealth Management
Tennessee
$245K +$246K +2,318 New
BF
398
Brooklyn FI
New York
$240K +$241K +2,270 New
SFM
399
Signet Financial Management
New Jersey
$239K +$239K +2,259 New
AWE
400
Avidian Wealth Enterprises
Texas
$234K +$234K +2,213 New

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.