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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
Invesco
376
Invesco
Georgia
$515K +$247K +2,342 +91%
MS
377
Madden Securities
Texas
$505K +$136K +1,295 +37%
CF
378
Centaurus Financial
California
$501K +$242K +2,297 +93%
SWP
379
Strategic Wealth Partners
Ohio
$493K +$75.7K +719 +18%
MCM
380
Mattern Capital Management
Colorado
$493K +$271K +2,571 +121%
NAM
381
NTV Asset Management
West Virginia
$493K +$495K +4,700 New
FCA
382
FLC Capital Advisors
California
$491K -$718K -6,822 -59%
CAWM
383
Capital Advisors Wealth Management
Washington
$487K -$3.54M -33,627 -88%
GC
384
Gratus Capital
Georgia
$473K -$124K -1,176 -21%
PCM
385
Passive Capital Management
Maryland
$472K +$3.58K +34 +0.8%
SC
386
Slow Capital
California
$468K
OWA
387
Outlook Wealth Advisors
Texas
$459K -$5.9K -56 -1%
CPA
388
Cardiff Park Advisors
California
$434K +$1.26K +12 +0.3%
FW
389
FirstPurpose Wealth
Utah
$429K +$80.3K +763 +23%
AF
390
Allworth Financial
California
$427K +$105 +1 +0%
US Bancorp
391
US Bancorp
Minnesota
$427K +$426K +4,045 +14,981%
MAWCM
392
Mine & Arao Wealth Creation & Management
California
$424K -$3.9K -37 -0.9%
BRWM
393
B. Riley Wealth Management
Tennessee
$420K +$177K +1,684 +73%
WA
394
Waddell & Associates
Tennessee
$415K +$416K +3,950 New
KIG
395
Kowal Investment Group
Wisconsin
$414K +$415K +3,942 New
GWM
396
Geneos Wealth Management
Colorado
$407K -$63K -598 -13%
GTAM
397
Global Trust Asset Management
Florida
$399K +$211 +2 +0.1%
HNWA
398
Henrickson Nauta Wealth Advisors
Michigan
$397K -$60.2K -572 -13%
CHAM
399
Clear Harbor Asset Management
Connecticut
$394K +$395K +3,756 New
BWM
400
Birchcreek Wealth Management
Ohio
$393K +$395K +3,748 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.