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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
FCB
26
First Command Bank
Texas
$47.8M +$4.92M +46,689 +11%
BOPW
27
Brandywine Oak Private Wealth
Pennsylvania
$46.6M -$2.57M -24,379 -5%
Osaic Holdings
28
Osaic Holdings
Arizona
$43M +$8.4M +79,759 +19%
Jane Street
29
Jane Street
New York
$42.3M +$848K +8,058 +2%
CPO
30
Cerity Partners OCIO
New York
$40.7M +$3.2M +30,371 +8%
RJA
31
Raymond James & Associates
Florida
$38.5M -$1.14M -10,833 -3%
MCM
32
MV Capital Management
Maryland
$38M -$1.26M -11,979 -3%
FSC
33
Full Sail Capital
Oklahoma
$35.9M +$79.8K +758 +0.2%
KOC
34
Koss-Olinger Consulting
Florida
$34.4M +$1.84M +17,455 +6%
MKA
35
M. Kulyk & Associates
Georgia
$34M +$17.3M +163,949 +102%
B
36
Barings
North Carolina
$32.1M +$21.9M +208,228 +212%
WA
37
WestEnd Advisors
North Carolina
$30.1M -$30.2K -287 Closed
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$30.1M +$11.9M +112,617 +65%
S
39
Schroders
United Kingdom
$29.2M
DRS
40
Deane Retirement Strategies
Louisiana
$27.5M +$13.8M +131,444 +98%
AIA
41
Arbor Investment Advisors
North Carolina
$27.2M -$4.01M -38,095 -13%
SPIA
42
Steward Partners Investment Advisory
New York
$26.7M +$15.1M +143,288 +129%
CCA
43
Clearwater Capital Advisors
Illinois
$26M +$13.3M +126,765 +105%
Stifel Financial
44
Stifel Financial
Missouri
$24.9M +$3.64M +34,581 +17%
AWA
45
Amplius Wealth Advisors
Pennsylvania
$24.5M -$7.53M -71,519 -23%
WA
46
Wilshire Advisors
California
$24M -$1.71M -16,193 -7%
AAP
47
Arax Advisory Partners
Colorado
$23.8M +$19.2M +181,998 +403%
AAM
48
Austin Asset Management
Texas
$23.8M +$649K +6,167 +3%
RCS
49
Retirement Capital Strategies
California
$23.2M +$5.09M +48,350 +28%
WAM
50
WNY Asset Management
New York
$23.2M +$23.3M +221,464 New

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.