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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
OMC
576
Old Mission Capital
Illinois
-$368K -3,471 Closed
FCH
577
Freestone Capital Holdings
Washington
-$330K -3,115 Closed
TI
578
TTP Investments
California
-$318K -3,005 Closed
Cerity Partners
579
Cerity Partners
New York
-$306K -2,892 Closed
LWP
580
Laurel Wealth Planning
Minnesota
-$291K -2,748 Closed
Betterment LLC
581
Betterment LLC
New York
-$278K -2,630 Closed
SXL
582
Summit X LLC
Missouri
-$272K -2,578 Closed
PWSG
583
Pacific Wealth Strategies Group
California
-$265K -2,500 Closed
SCA
584
Snowden Capital Advisors
New York
-$264K -2,500 Closed
Wolverine Trading
585
Wolverine Trading
Illinois
-$227K -2,144 Closed
DHFB
586
Dixon Hubard Feinour & Brown
Virginia
-$226K -2,130 Closed
NCM
587
Northwest Capital Management
Oregon
-$217K -2,086 Closed
WCP
588
Wick Capital Partners
Pennsylvania
-$206K -1,945 Closed
M1FG
589
Mach-1 Financial Group
Arkansas
-$112K -1,063 Closed
SC
590
Steph & Co
Wisconsin
-$64K -600 Closed
WTA
591
Washington Trust Advisors
Massachusetts
-$63K -595 Closed
CWS
592
Confluence Wealth Services
Pennsylvania
-$42K -400 Closed
PFBT
593
Parkside Financial Bank & Trust
Missouri
-$25K -238 Closed
SFPG
594
Stonebridge Financial Planning Group
Florida
-$21K -200 Closed
WFA
595
West Financial Advisors
Iowa
-$20K -190 Closed
TC
596
Truvestments Capital
Florida
-$18K -170 Closed
TCOV
597
Trust Company of Vermont
Vermont
-$8K -71 Closed
LFA
598
Level Financial Advisors
New York
-$5.69K -54 -96%
GI
599
Gradient Investments
Minnesota
+$211 +2 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.