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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
CPO
26
Cerity Partners OCIO
New York
$37.9M +$2.59M +24,460 +7%
FSC
27
Full Sail Capital
Oklahoma
$35.8M +$36.1M +340,906 New
MERSOM
28
Municipal Employees' Retirement System of Michigan
Michigan
$35.5M +$82.8K +781 +0.2%
CTC
29
Central Trust Company
Missouri
$33M +$4.62M +43,578 +16%
KOC
30
Koss-Olinger Consulting
Florida
$32.8M +$751K +7,084 +2%
AWA
31
Amplius Wealth Advisors
Pennsylvania
$32.3M +$32.3M +304,885 New
AIA
32
Arbor Investment Advisors
North Carolina
$31.4M +$2.86M +26,983 +10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$30.8M -$1.61M -15,151 -5%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$29.9M +$4.15M +39,182 +16%
S
35
Schroders
United Kingdom
$29.4M
WA
36
Wilshire Advisors
California
$25.9M +$25.9M +244,483 New
AAM
37
Austin Asset Management
Texas
$23.3M +$23.4M +220,374 New
EW
38
Evoke Wealth
California
$22.9M +$22.9M +216,000 New
PP
39
Palladium Partners
Virginia
$22.9M +$1.66M +15,700 +8%
CHP
40
Cable Hill Partners
Oregon
$21.5M +$1.05M +9,935 +5%
Stifel Financial
41
Stifel Financial
Missouri
$21.5M +$14.3M +135,218 +200%
BFG
42
Barber Financial Group
Kansas
$21.3M +$964K +9,098 +5%
Renaissance Technologies
43
Renaissance Technologies
New York
$21.2M +$3.88M +36,600 +22%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$20M +$4.47M +42,166 +29%
Truist Financial
45
Truist Financial
North Carolina
$19.2M +$7.33M +69,144 +62%
RCS
46
Retirement Capital Strategies
California
$18.5M +$649K +6,127 +4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.4M +$1.57M +14,820 +9%
DWP
48
Destiny Wealth Partners
Florida
$18.2M -$141K -1,330 -0.8%
LWA
49
LWS Wealth Advisors
New Jersey
$18.1M +$502K +4,740 +3%
TC
50
TownSquare Capital
Utah
$17.8M +$5.91M +55,761 +49%

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.