We are live on ! Find out more
STIP icon

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
FNC
76
First National Corp
Massachusetts
$12.3M +$89K +840 +0.7%
JF
77
JSF Financial
California
$12.3M +$12.3M +116,232 New
Creative Planning
78
Creative Planning
Kansas
$12.2M +$6.07M +57,280 +99%
CC
79
Courier Capital
New York
$12.1M +$82K +774 +0.7%
LFA
80
Landmark Financial Advisors
Kentucky
$12.1M +$1M +9,451 +9%
EVM
81
Eaton Vance Management
Massachusetts
$12M +$83.8K +791 +0.7%
OC
82
Oppenheimer & Co
New York
$11.9M +$214K +2,021 +2%
WWM
83
Wiser Wealth Management
Georgia
$11.8M +$11.8M +111,455 New
SPIA
84
Steward Partners Investment Advisory
New York
$11.8M +$221K +2,087 +2%
PCA
85
Pallas Capital Advisors
Massachusetts
$11.7M +$2.61M +24,626 +28%
JWM
86
Janiczek Wealth Management
Colorado
$11.7M +$704K +6,643 +6%
NCM
87
New Capital Management
Texas
$11.6M +$385K +3,633 +3%
HTC
88
Haverford Trust Company
Pennsylvania
$11.2M +$1.23M +11,580 +12%
GAM
89
Gould Asset Management
California
$11.1M +$1.41M +13,275 +14%
PWS
90
Paragon Wealth Strategies
Florida
$11M +$621K +5,857 +6%
TFF
91
The Family Firm
Maryland
$10.8M +$195K +1,838 +2%
PAG
92
Private Advisor Group
New Jersey
$10.7M +$19.3K +182 +0.2%
HGWM
93
Horst & Graben Wealth Management
Oregon
$10.7M -$458K -4,320 -4%
PFPT
94
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.6M +$10.2M +96,715 +2,816%
KL
95
KWMG LLC
Kansas
$10.5M +$374K +3,533 +4%
AMM
96
American Money Management
California
$10.4M +$547K +5,164 +6%
B
97
Barings
North Carolina
$10.4M
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$10.3M +$360K +3,400 +4%
BCM
99
BlueCrest Capital Management
Jersey
$10.2M +$5.19M +48,941 +104%
BRWA
100
B. Riley Wealth Advisors
Florida
$10M +$324K +3,058 +3%

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.