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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
IP
401
Investment Partners
Ohio
$389K +$1.58K +15 +0.4%
FT
402
Fiduciary Trust
Massachusetts
$384K -$22.6K -215 -6%
SOS
403
Silver Oak Securities
Tennessee
$384K +$389K +3,695 New
SHIM
404
Stone House Investment Management
Pennsylvania
$382K +$384K +3,644 New
AFP
405
Ausdal Financial Partners
Iowa
$366K +$367K +3,488 New
Barclays
406
Barclays
United Kingdom
$360K
FFG
407
Ford Financial Group
California
$359K +$632 +6 +0.2%
SG
408
StoneX Group
New York
$349K +$351K +3,329 New
BCM
409
Boltwood Capital Management
California
$346K
LG
410
LaFleur & Godfrey
Michigan
$346K
AWE
411
Avidian Wealth Enterprises
Texas
$346K +$114K +1,083 +49%
TCMP
412
Thrive Capital Management (Pennsylvania)
Pennsylvania
$339K +$341K +3,234 New
CWS
413
Cypress Wealth Services
California
$333K +$335K +3,177 New
MA
414
Maxele Advisors
Missouri
$326K +$328K +3,111 New
JSL
415
JT Stratford LLC
Georgia
$324K +$325K +3,090 New
MFA
416
Mayflower Financial Advisors
Massachusetts
$320K
DAS
417
Dynamic Advisor Solutions
Arizona
$319K -$275K -2,608 -46%
CCM
418
Coldstream Capital Management
Washington
$315K
OWA
419
Octavia Wealth Advisors
Ohio
$315K +$1.58K +15 +0.5%
JWM
420
Janiczek Wealth Management
Colorado
$308K -$11.3M -107,246 -97%
MC
421
Moors & Cabot
Massachusetts
$306K -$1.58K -15 -0.5%
GIA
422
Gladstone Institutional Advisory
Florida
$303K +$304K +2,888 New
M&T Bank
423
M&T Bank
New York
$297K +$10K +95 +3%
ED
424
Exane Derivatives
France
$295K +$296K +2,815 New
BF
425
Brooklyn FI
New York
$295K +$56.6K +538 +24%

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.