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
CA
501
Clearstead Advisors
Ohio
$35K -$158K -1,505 -82%
C
502
Covestor
United Kingdom
$33K +$33.5K +318 New
CFGS
503
Concourse Financial Group Securities
Alabama
$28K +$7.69K +73 +38%
AWM
504
Avior Wealth Management
Nebraska
$26K -$35.1K -333 -57%
BAM
505
Baldrige Asset Management
Pennsylvania
$26K +$5.05K +48 +24%
CP
506
Castleview Partners
Texas
$25K -$1.73M -16,384 -99%
PFA
507
Professional Financial Advisors
Nebraska
$24K – – –
RA
508
Rise Advisors
New York
$22K +$10.6K +101 +89%
CCM
509
Covington Capital Management
California
$21K – – –
RTC
510
Riverview Trust Company
Washington
$21K – – –
RCM
511
Robinson Capital Management
Michigan
$21K +$21.1K +200 New
SMG
512
Spectrum Management Group
Indiana
$19K – – –
HIA
513
Harbor Investment Advisory
Maryland
$19K +$14.7K +140 +350%
UCB
514
United Community Bank
South Carolina
$17.1K – – –
EWM
515
Endurance Wealth Management
Rhode Island
$16K – – –
HWA
516
HHM Wealth Advisors
Tennessee
$16K – – –
JFA
517
JNBA Financial Advisors
Minnesota
$16K – – –
CSWG
518
Cardinal Strategic Wealth Guidance
Kentucky
$16K +$16.1K +153 New
BHWM
519
Bay Harbor Wealth Management
Maryland
$16K +$16.5K +157 New
TF
520
Tompkins Financial
New York
$14K +$14.4K +137 New
FFA
521
Founders Financial Alliance
North Carolina
$10K – – –
NSIM
522
North Star Investment Management
Illinois
$10K – – –
ZIG
523
Zullo Investment Group
Pennsylvania
$10K – – –
OCM
524
Orion Capital Management
California
$9K -$5.69K -54 -40%
AA
525
Ancora Advisors
Ohio
$9K +$9.37K +89 New
19 20
21
22 23

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.