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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
EC
76
Estate Counselors
Wisconsin
$15.8M +$1.78M +16,932 +13%
FNC
77
First National Corp
Massachusetts
$15.3M +$3.09M +29,335 +25%
OCM
78
One Capital Management
California
$15.2M +$14.6M +138,342 +2,030%
PGA
79
Portland Global Advisors
Maine
$14.3M +$219K +2,083 +2%
HWA
80
Heartwood Wealth Advisors
Virginia
$14.3M +$1.28M +12,148 +10%
HTC
81
Haverford Trust Company
Pennsylvania
$14.2M +$3.17M +30,073 +28%
BRWA
82
B. Riley Wealth Advisors
Florida
$13.9M +$4.02M +38,190 +40%
PMG
83
ProVise Management Group
Florida
$13.8M +$13.1M +124,321 +1,777%
EVM
84
Eaton Vance Management
Massachusetts
$13.8M +$1.85M +17,557 +15%
RRWA
85
Rainey & Randall Wealth Advisors
Florida
$13.4M -$865K -8,212 -6%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$13.1M -$1.29M -12,291 -9%
WWM
87
Wiser Wealth Management
Georgia
$12.9M +$1.18M +11,203 +10%
AWAG
88
ARS Wealth Advisors Group
Florida
$12.8M -$110K -1,044 -0.9%
NCM
89
New Capital Management
Texas
$12.6M +$1.12M +10,640 +10%
MERSOM
90
Municipal Employees' Retirement System of Michigan
Michigan
$12.5M -$22.7M -215,331 -64%
Creative Planning
91
Creative Planning
Kansas
$12.4M +$343K +3,260 +3%
AWM
92
AE Wealth Management
Kansas
$12.4M +$8.2M +77,892 +193%
TWM
93
Tanager Wealth Management
United Kingdom
$12.4M +$11.7M +111,110 +1,677%
OC
94
Oppenheimer & Co
New York
$12.2M +$473K +4,489 +4%
PCA
95
Pallas Capital Advisors
Massachusetts
$12.2M +$592K +5,625 +5%
BPA
96
Beacon Pointe Advisors
California
$12.1M -$3.96M -37,621 -25%
CC
97
Courier Capital
New York
$12.1M +$39.7K +377 +0.3%
AA
98
Alesco Advisors
New York
$12M -$498K -4,731 -4%
FFC
99
Fure Financial Corporation
Minnesota
$11.9M +$11.1M +105,458 +1,270%
GFS
100
GYL Financial Synergies
Connecticut
$11.9M -$377K -3,583 -3%

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.