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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
EW
551
Evoke Wealth
California
-$22.9M -216,000 Closed
CHP
552
Cable Hill Partners
Oregon
-$21.5M -203,221 Closed
SWM
553
Scissortail Wealth Management
Oklahoma
-$8.68M -81,990 Closed
WWM
554
WJ Wealth Management
Arizona
-$7.58M -71,659 Closed
NAM
555
NorthCrest Asset Manangement
Minnesota
-$6.53M -61,694 Closed
BIAS
556
Beacon Investment Advisory Services
New Jersey
-$5.81M -54,887 Closed
BS
557
Banco Santander
Spain
-$4.42M -41,730 Closed
TPA
558
Trivium Point Advisory
Connecticut
-$4.36M -41,155 Closed
SG Americas Securities
559
SG Americas Securities
New York
-$4.14M -39,136 Closed
DI
560
DAGCO Inc
Ohio
-$3.92M -36,978 Closed
SFS
561
Sowell Financial Services
Arkansas
-$3.19M -30,092 Closed
NCM
562
Northland Capital Management
Minnesota
-$2.49M -23,483 Closed
AWM
563
Apollon Wealth Management
South Carolina
-$131K -15,805 Closed
FTS
564
Fifth Third Securities
Ohio
-$1.58M -14,973 Closed
ARC
565
Advisor Resource Council
Texas
-$1.19M -11,231 Closed
ACM
566
Absolute Capital Management
Pennsylvania
-$911K -8,600 Closed
MP
567
McDonald Partners
Ohio
-$911K -8,600 Closed
AO
568
Advisor OS
Illinois
-$688K -6,498 Closed
PP
569
Prudential plc
United Kingdom
-$686K -6,480 Closed
CI
570
Cavalier Investments
Georgia
-$684K -6,464 Closed
BWAM
571
Boyd Watterson Asset Management
Ohio
-$627K -5,918 Closed
MIM
572
Moseley Investment Management
Florida
-$469K -4,433 Closed
GSWM
573
Golden State Wealth Management
California
-$452K -4,270 Closed
MC
574
Matisse Capital
Oregon
-$445K -4,200 Closed
VAS
575
Vestmark Advisory Solutions
Massachusetts
-$374K -3,534 Closed

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.