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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
ECML
51
Eagle Capital Management (Louisiana)
Louisiana
$22.6M +$5.95M +56,508 +35%
KCM
52
Karp Capital Management
California
$22.4M +$13.2M +125,757 +144%
Renaissance Technologies
53
Renaissance Technologies
New York
$21.8M +$863K +8,200 +4%
PP
54
Palladium Partners
Virginia
$21.7M -$996K -9,459 -4%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$20.9M +$1.1M +10,462 +6%
TC
56
TownSquare Capital
Utah
$20.3M +$2.59M +24,565 +15%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$20.3M -$9.46M -89,841 -32%
FF
58
Friedenthal Financial
New Jersey
$19.8M +$19.6M +186,241 +7,865%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$19.6M +$12.2M +116,266 +166%
DWP
60
Destiny Wealth Partners
Florida
$19.4M +$1.38M +13,066 +8%
SIA
61
Soltis Investment Advisors
Utah
$18.7M +$4.2M +39,851 +29%
CW
62
Connectus Wealth
Ohio
$18.1M +$18M +170,948 New
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$18M +$7.79M +73,970 +76%
GWM
64
GoalFusion Wealth Management
Texas
$18M +$18M +171,264 New
LWA
65
LWS Wealth Advisors
New Jersey
$17.8M -$98.5K -935 -0.5%
RT
66
Rockland Trust
Massachusetts
$17.6M +$652K +6,190 +4%
KIC
67
Keating Investment Counselors
Florida
$17.4M -$30.5K -290 -0.2%
KWP
68
Keystone Wealth Partners
Arizona
$17.4M +$2.12M +20,087 +14%
TC
69
Trilogy Capital
California
$16.9M +$2.16M +20,505 +15%
KLC
70
Knowledge Leaders Capital
Colorado
$16.8M +$16.8M +159,696 New
SCM
71
Stordahl Capital Management
Colorado
$16.7M +$339K +3,222 +2%
PAG
72
Private Advisor Group
New Jersey
$16.6M +$6.02M +57,145 +56%
SFPM
73
Sensible Financial Planning & Management
Massachusetts
$16.5M +$1.42M +13,521 +9%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$16.2M +$813K +7,720 +5%
GGS
75
Galvin Gaustad & Stein
Arizona
$15.8M +$9.57M +90,889 +152%

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.