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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
HIA
476
Harbor Investment Advisory
Maryland
$4K
Qube Research & Technologies (QRT)
477
Qube Research & Technologies (QRT)
United Kingdom
$4K
WBC
478
West Branch Capital
Massachusetts
$4K +$4.34K +41 New
US Bancorp
479
US Bancorp
Minnesota
$3K -$13.5K -127 -82%
FFWM
480
Future Financial Wealth Management
Ohio
$3K +$2.65K +25 New
SIC
481
Salem Investment Counselors
North Carolina
$3K +$3.29K +31 New
LFG
482
Larson Financial Group
Missouri
$2K
IF
483
Integrity Financial
Wyoming
$2K +$1.59K +15 New
PO
484
Private Ocean
California
$2K +$2.44K +23 New
Fifth Third Bancorp
485
Fifth Third Bancorp
Ohio
$1K -$8.58K -81 -93%
HNB
486
Huntington National Bank
Ohio
$1K
FFG
487
Ford Financial Group
California
$361 +$127K +1,197 +54%
CP
488
Castleview Partners
Texas
$157 +$1.76M +16,623 New
WIM
489
Westside Investment Management
California
$78
RTC
490
Riverview Trust Company
Washington
$21
FTUS
491
Flow Traders U.S.
New York
-$8.64M -81,810 Closed
Citadel Advisors
492
Citadel Advisors
Florida
-$2.48M -23,430 Closed
AI
493
AdvisorShares Investments
Maryland
-$1.58M -14,932 Closed
BWA
494
Beam Wealth Advisors
Louisiana
-$1.56M -14,759 Closed
RSWM
495
Robertson Stephens Wealth Management
California
-$915K -8,666 Closed
GRP
496
Global Retirement Partners
California
-$687K -6,507 Closed
SAM
497
Strategy Asset Managers
California
-$635K -6,007 Closed
Toronto Dominion Bank
498
Toronto Dominion Bank
Ontario, Canada
-$503K -4,760 Closed
PA
499
Procyon Advisors
Connecticut
-$362K -3,431 Closed
BAM
500
Bruderman Asset Management
New York
-$315K -2,979 Closed

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.