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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
LB
426
Legacy Bridge
Iowa
$109K -$124K -1,170 -53%
Amundi
427
Amundi
France
$84K +$84.8K +800 New
CFD
428
Creative Financial Designs
Indiana
$75K
KPCM
429
Kings Point Capital Management
New York
$73K +$30.4K +287 +71%
TFA
430
Toth Financial Advisory
Virginia
$65K +$64.6K +610 New
JP Morgan Chase
431
JP Morgan Chase
New York
$64K
SC
432
Steph & Co
Wisconsin
$64K +$63.6K +600 New
ADL
433
Asset Dedication LLC
California
$63K
WTA
434
Washington Trust Advisors
Massachusetts
$63K +$63K +595 New
AWM
435
Avior Wealth Management
Nebraska
$61K -$119K -1,126 -66%
SWM
436
Sugarloaf Wealth Management
Georgia
$52K +$106 +1 +0.2%
VCM
437
Vigilant Capital Management
Maine
$45K
FGAM
438
Financial Gravity Asset Management
Texas
$44.7K +$529K +4,988 +12%
BCPWM
439
Bradley & Co Private Wealth Management
Florida
$44K +$44.5K +420 New
S
440
Surevest
California
$44K +$44.5K +420 New
CWS
441
Confluence Wealth Services
Pennsylvania
$42K +$42.4K +400 New
CPW
442
Crestmont Private Wealth
Texas
$41K +$41.4K +391 New
SWM
443
Selective Wealth Management
Virginia
$35K
MIFH
444
Migdal Insurance & Financial Holdings
Israel
$32K
WA
445
WestEnd Advisors
North Carolina
$30.4K +$30.4K +287 New
MCC
446
Money Concepts Capital
Florida
$26K +$26.1K +246 New
PFBT
447
Parkside Financial Bank & Trust
Missouri
$25K
BFEC
448
Benjamin F. Edwards & Company
Missouri
$24K
PFA
449
Professional Financial Advisors
Nebraska
$24K +$24.5K +231 New
BAM
450
Baldrige Asset Management
Pennsylvania
$21K -$21.8K -206 -51%

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.