We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

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: 63 → 84 (+21)

31% more capital invested

Capital invested by funds: $4.8B → $6.29B (+$1.49B)

12% more funds holding

Funds holding: 491 → 551 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$163M
2
Morgan Stanley
Morgan Stanley
New York
+$150M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
4
Bank of America
Bank of America
North Carolina
+$130M
5
CMF
Counterpoint Mutual Funds
California
+$106M

Top Sellers

Rank Fund Capital Flow
1
EW
Evoke Wealth
California
-$22.9M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$22.7M
3
CHP
Cable Hill Partners
Oregon
-$21.5M
4
JWM
Janiczek Wealth Management
Colorado
-$11.3M
5
MA
Mutual Advisors
Nebraska
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
451
Ignite Planners
California
$240K -$31.8K -302 -12%
VFP
452
Verus Financial Partners
Virginia
$237K +$240K +2,276 New
CWC
453
Carolinas Wealth Consulting
North Carolina
$235K +$236K +2,241 New
PFG
454
Peterson Financial Group
Iowa
$233K -$18.2K -173 -7%
OWP
455
Obermeyer Wealth Partners
Colorado
$231K – – –
SAS
456
SMI Advisory Services
Indiana
$228K +$229K +2,173 New
AWA
457
Arete Wealth Advisors
Illinois
$228K +$229K +2,177 New
IWN
458
Independent Wealth Network
Iowa
$226K +$227K +2,153 New
BWA
459
BDO Wealth Advisors
Florida
$221K +$16.6K +158 +8%
VC
460
Vicus Capital
Pennsylvania
$218K – – –
ET
461
Equitable Trust
Tennessee
$218K +$3.26K +31 +2%
EAM
462
Evanson Asset Management
California
$216K – – –
MCC
463
Money Concepts Capital
Florida
$216K +$190K +1,808 +735%
HWMA
464
Heritage Wealth Management (Arizona)
Arizona
$210K +$211K +2,005 New
WA
465
WBH Advisory
Maryland
$209K -$20.3K -193 -9%
SIC
466
Sigma Investment Counselors
Michigan
$209K – – –
CFG
467
Carter Financial Group
Illinois
$209K +$209K +1,988 New
3LCM
468
3D/L Capital Management
Connecticut
$207K +$632 +6 +0.3%
WIC
469
Woodmont Investment Counsel
Tennessee
$202K +$203K +1,925 New
HCM
470
Hudson Capital Management
New Jersey
$201K – – –
BWM
471
BNC Wealth Management
Oregon
$200K +$201K +1,908 New
TWC
472
TD Waterhouse Canada
Ontario, Canada
$194K -$4.81M -45,636 -97%
FHA
473
First Horizon Advisors
Tennessee
$173K -$116K -1,099 -40%
PFS
474
Prospera Financial Services
Texas
$172K +$173K +1,640 New
COCM
475
Charter Oak Capital Management
New Hampshire
$162K +$162K +1,541 New
17 18
19
20 21

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.