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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
OWP
401
Obermeyer Wealth Partners
Colorado
$233K
WA
402
WBH Advisory
Maryland
$232K +$20.5K +193 +10%
Wolverine Trading
403
Wolverine Trading
Illinois
$227K +$4.45K +42 +2%
DHFB
404
Dixon Hubard Feinour & Brown
Virginia
$226K +$226K +2,130 New
MCM
405
Mattern Capital Management
Colorado
$226K +$226K +2,131 New
TPWA
406
TRUE Private Wealth Advisors
Oregon
$220K +$2.33K +22 +1%
SWP
407
Stratos Wealth Partners
Ohio
$219K +$219K +2,071 New
EAM
408
Evanson Asset Management
California
$218K
NCM
409
Northwest Capital Management
Oregon
$217K -$12.1K -114 -5%
VC
410
Vicus Capital
Pennsylvania
$217K -$4.34K -41 -2%
ET
411
Equitable Trust
Tennessee
$217K +$7.63K +72 +4%
SIC
412
Sigma Investment Counselors
Michigan
$211K +$211K +1,995 New
3LCM
413
3D/L Capital Management
Connecticut
$208K +$1.8K +17 +0.9%
BWA
414
BDO Wealth Advisors
Florida
$207K +$2.23K +21 +1%
IA
415
IFP Advisors
Florida
$206K +$40.1K +378 +24%
WCP
416
Wick Capital Partners
Pennsylvania
$206K +$206K +1,945 New
HCM
417
Hudson Capital Management
New Jersey
$203K
CA
418
Clearstead Advisors
Ohio
$194K -$20.9K -197 -10%
Koshinski Asset Management
419
Koshinski Asset Management
Illinois
$185K +$1.7K +16 +0.9%
HI
420
Harbour Investments
Wisconsin
$180K -$4.24M -40,006 -96%
National Bank of Canada
421
National Bank of Canada
Quebec, Canada
$168K +$168K +1,586 New
ST
422
Smithfield Trust
Pennsylvania
$133K
AWM
423
Apollon Wealth Management
South Carolina
$131K +$1.67M +15,805 New
FAG
424
Fortitude Advisory Group
Washington
$120K +$120K +1,134 New
M1FG
425
Mach-1 Financial Group
Arkansas
$112K +$113K +1,063 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.