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iShares 0-5 Year TIPS Bond ETF

491 hedge funds and large institutions have $4.8B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 235 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

428% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 25

246% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 68

47% more funds holding in top 10

Funds holding in top 10: 4363 (+20)

26% more funds holding

Funds holding: 391491 (+100)

24% more capital invested

Capital invested by funds: $3.86B → $4.8B (+$936M)

3.14% less ownership

Funds ownership: 56.84%53.7% (-3.1%)

Holders
491
Holders Change
+100
Holders Change %
+25.58%
% of All Funds
7.56%
Holding in Top 10
63
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+46.51%
% of All Funds
0.97%
New
132
Increased
235
Reduced
68
Closed
25
Calls
$1.64M
Puts
Net Calls
+$1.64M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
KIC
51
Keating Investment Counselors
Florida
$17.6M -$202K -1,906 -1%
RT
52
Rockland Trust
Massachusetts
$17.1M +$290K +2,737 +2%
MKA
53
M. Kulyk & Associates
Georgia
$17M +$1.58M +14,939 +10%
ECML
54
Eagle Capital Management (Louisiana)
Louisiana
$16.9M +$845K +7,979 +5%
SCM
55
Stordahl Capital Management
Colorado
$16.5M +$485K +4,580 +3%
BPA
56
Beacon Pointe Advisors
California
$16.2M +$20.8K +196 +0.1%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$15.5M +$15.5M +146,715 New
KWP
58
Keystone Wealth Partners
Arizona
$15.4M +$660K +6,224 +4%
SFPM
59
Sensible Financial Planning & Management
Massachusetts
$15.2M +$1.55M +14,632 +11%
TC
60
Trilogy Capital
California
$14.9M +$984K +9,290 +7%
SIA
61
Soltis Investment Advisors
Utah
$14.7M +$693K +6,537 +5%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$14.5M +$2.02M +19,076 +16%
RRWA
63
Rainey & Randall Wealth Advisors
Florida
$14.4M -$193K -1,820 -1%
PGA
64
Portland Global Advisors
Maine
$14.3M +$958K +9,040 +7%
EC
65
Estate Counselors
Wisconsin
$14.2M -$5.53M -52,181 -28%
CFA
66
Carroll Financial Associates
North Carolina
$14.2M +$14.1M +133,374 +16,904%
DRS
67
Deane Retirement Strategies
Louisiana
$14.1M +$182K +1,716 +1%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$13.5M +$1.28M +12,034 +10%
HWA
69
Heartwood Wealth Advisors
Virginia
$13.1M -$101K -955 -0.8%
AWAG
70
ARS Wealth Advisors Group
Florida
$13M +$1.29M +12,218 +11%
CCA
71
Clearwater Capital Advisors
Illinois
$12.8M -$38.4K -362 -0.3%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$12.8M -$160K -1,514 -1%
AA
73
Alesco Advisors
New York
$12.6M -$941K -8,878 -7%
MA
74
Mutual Advisors
Nebraska
$12.4M +$1.5M +14,159 +14%
GFS
75
GYL Financial Synergies
Connecticut
$12.4M +$12.1M +114,574 +5,440%

STIP Hedge Fund Activity: Q4 2021 in Review

491 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q4 2021, worth a combined $4.8B — up 24% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new STIP positions and 25 closed out — a net gain of 107 holders — while 235 added to existing stakes and 68 trimmed.

The largest buyer was Ameriprise, adding an estimated $76.9M. The largest seller was Personal Capital Advisors, cutting an estimated $56.7M.

  • 491 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q4 2021, up from 391 in Q3 2021.
  • Funds reported $4.8B of iShares 0-5 Year TIPS Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 132 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q4 2021 and 25 closed out, a net change of +107 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q4 2021 was Ameriprise, an estimated $76.9M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q4 2021 was Personal Capital Advisors, an estimated $56.7M sold.

Based on aggregated 13F filings for Q4 2021.