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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
BFEC
526
Benjamin F. Edwards & Company
Missouri
$8K -$15.3K -145 -65%
CP
527
Corbenic Partners
Pennsylvania
$8K – – –
PK
528
Pflug Koory
Nebraska
$8K – – –
PCFFS
529
Pacific Center for Financial Services
California
$6K – – –
FWM
530
Focused Wealth Management
New York
$6K +$105 +1 +2%
CAL
531
Capital Analysts LLC
Pennsylvania
$6K +$5.79K +55 New
FDCDDQ
532
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.04K – – –
PWMG
533
Prestige Wealth Management Group
New Jersey
$5K – – –
AWM
534
Atticus Wealth Management
Florida
$5K +$4.53K +43 New
SIS
535
Sound Income Strategies
Florida
$5K +$4.53K +43 New
Qube Research & Technologies (QRT)
536
Qube Research & Technologies (QRT)
United Kingdom
$4K – – –
WBC
537
West Branch Capital
Massachusetts
$4K – – –
FFWM
538
Future Financial Wealth Management
Ohio
$3K – – –
SIC
539
Salem Investment Counselors
North Carolina
$3K – – –
CYG
540
Clean Yield Group
Vermont
$3K +$2.95K +28 New
MAM
541
Meeder Asset Management
Ohio
$2K -$12K -114 -86%
IF
542
Integrity Financial
Wyoming
$2K – – –
LFG
543
Larson Financial Group
Missouri
$2K – – –
PO
544
Private Ocean
California
$2K – – –
WAM
545
Worth Asset Management
Texas
$2K +$1.69K +16 New
Fifth Third Bancorp
546
Fifth Third Bancorp
Ohio
$1K – – –
HNB
547
Huntington National Bank
Ohio
$1K – – –
MCA
548
Maryland Capital Advisors
Maryland
$1K +$526 +5 +500%
PA
549
Parallel Advisors
California
$1K +$1.05K +10 New
WIM
550
Westside Investment Management
California
$77 – – –
20 21
22
23 24

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.