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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
CFGS
451
Concourse Financial Group Securities
Alabama
$21K
CCM
452
Covington Capital Management
California
$21K
SFPG
453
Stonebridge Financial Planning Group
Florida
$21K
WFA
454
West Financial Advisors
Iowa
$20K +$20.1K +190 New
SMG
455
Spectrum Management Group
Indiana
$19K
TC
456
Truvestments Capital
Florida
$18K -$530 -5 -3%
UCB
457
United Community Bank
South Carolina
$17.3K +$17.3K +163 New
JFA
458
JNBA Financial Advisors
Minnesota
$17K
EWM
459
Endurance Wealth Management
Rhode Island
$16K
HWA
460
HHM Wealth Advisors
Tennessee
$16K
MAM
461
Meeder Asset Management
Ohio
$14K
OCM
462
Orion Capital Management
California
$14K
RA
463
Rise Advisors
New York
$12K +$12K +113 New
NSIM
464
North Star Investment Management
Illinois
$11K
ZIG
465
Zullo Investment Group
Pennsylvania
$11K +$10.6K +100 New
FFA
466
Founders Financial Alliance
North Carolina
$10K
SBL
467
Sargent Bickham Lagudis
Colorado
$10K
TCOV
468
Trust Company of Vermont
Vermont
$8K +$7.52K +71 New
CP
469
Corbenic Partners
Pennsylvania
$8K +$7.95K +75 New
PK
470
Pflug Koory
Nebraska
$8K +$7.95K +75 New
FWM
471
Focused Wealth Management
New York
$6K
PCFFS
472
Pacific Center for Financial Services
California
$6K
LFA
473
Level Financial Advisors
New York
$6K +$5.93K +56 New
FDCDDQ
474
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.08K
PWMG
475
Prestige Wealth Management Group
New Jersey
$5K

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.