We are live on ! Find out more
STIP icon

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
GWSG
426
GPS Wealth Strategies Group
Colorado
$294K +$295K +2,801 New
MMA
427
Miracle Mile Advisors
California
$293K -$4.75M -45,149 -94%
I
428
INVST
Indiana
$292K
CWA
429
Clearview Wealth Advisors
Oregon
$291K -$834K -7,923 -74%
BCA
430
Bay Colony Advisors
Massachusetts
$290K -$35K -332 -11%
SFM
431
Signet Financial Management
New Jersey
$281K +$43.9K +417 +18%
OCM
432
Objective Capital Management
Ohio
$279K
HS
433
Horan Securities
United States
$279K +$27.1K +257 +11%
WCM
434
Windsor Capital Management
Arizona
$277K -$39.8K -378 -12%
WMS
435
Wealth Management Solutions
Pennsylvania
$268K -$1.9K -18 -0.7%
CAMG
436
CWA Asset Management Group
Florida
$268K
HFA
437
HC Financial Advisors
California
$265K
AM
438
Atwater Malick
Pennsylvania
$262K +$262K +2,492 New
SFA
439
Sequoia Financial Advisors
Ohio
$262K +$263K +2,497 New
CCM
440
Chilton Capital Management
Texas
$260K
WA
441
WP Advisors
California
$259K +$1.16K +11 +0.4%
GLA
442
Good Life Advisors
Pennsylvania
$256K +$257K +2,442 New
WS
443
Wedbush Securities
California
$254K -$211K -2,000 -45%
TPWA
444
TRUE Private Wealth Advisors
Oregon
$253K +$38.2K +363 +17%
SIC
445
Sterling Investment Counsel
New York
$252K +$253K +2,400 New
UCFA
446
United Capital Financial Advisors
Texas
$251K -$11.9K -113 -5%
RF
447
Rollins Financial
Georgia
$244K +$245K +2,324 New
PIMG
448
Patriot Investment Management Group
Tennessee
$244K +$245K +2,329 New
FPAS
449
Focus Partners Advisor Solutions
Missouri
$243K +$244K +2,316 New
NL
450
NWAM LLC
Washington
$242K -$5.28M -50,118 -96%

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.