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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
SCA
476
Sandy Cove Advisors
Massachusetts
$148K +$149K +1,411 New
FAG
477
Fortitude Advisory Group
Washington
$146K +$26.9K +255 +22%
ACA
478
Aptus Capital Advisors
Alabama
$141K +$142K +1,345 New
CIBC Private Wealth Group
479
CIBC Private Wealth Group
Georgia
$140K +$141K +1,335 New
ST
480
Smithfield Trust
Pennsylvania
$132K
CT
481
Cambridge Trust
Massachusetts
$115K +$115K +1,095 New
EWA
482
EP Wealth Advisors
California
$110K +$111K +1,052 New
LB
483
Legacy Bridge
Iowa
$108K
IHWM
484
Iron Horse Wealth Management
Iowa
$104K +$105K +995 New
ADL
485
Asset Dedication LLC
California
$100K +$37.4K +355 +59%
CFD
486
Creative Financial Designs
Indiana
$94K +$19.8K +188 +27%
SWM
487
Selective Wealth Management
Virginia
$91K +$56.6K +538 +161%
Amundi
488
Amundi
France
$83K
EWA
489
EverSource Wealth Advisors
Alabama
$79K +$78.9K +749 New
BONH
490
Bank of New Hampshire
New Hampshire
$75K +$74.8K +710 New
SIC
491
SJS Investment Consulting
Ohio
$68K +$67.8K +644 New
KPCM
492
Kings Point Capital Management
New York
$67K -$5.16K -49 -7%
MIFH
493
Migdal Insurance & Financial Holdings
Israel
$58K +$26.3K +250 +83%
VCM
494
Vigilant Capital Management
Maine
$45K
S
495
Surevest
California
$44K
SWM
496
Sugarloaf Wealth Management
Georgia
$42K -$9.37K -89 -18%
CPW
497
Crestmont Private Wealth
Texas
$41K
FGAM
498
Financial Gravity Asset Management
Texas
$40.9K -$1.86M -17,667 -37%
BC
499
Bartlett & Co
Ohio
$37K +$36.9K +350 New
BCWM
500
Bartlett & Co Wealth Management
Ohio
$36.7K +$36.9K +350 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.