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
IA
101
IFG Advisory
Georgia
$9.92M +$649K +6,127 +7%
HH
102
Hilltop Holdings
Texas
$9.63M +$1.46M +13,757 +18%
FPGK
103
Financial Partners Group (Kansas)
Kansas
$9.61M +$9.69M +91,455 New
CPFP
104
Clear Perspectives Financial Planning
Ohio
$9.53M +$517K +4,879 +6%
TNBTD
105
Trustmark National Bank Trust Department
Mississippi
$9.45M +$862K +8,131 +10%
PA
106
Parkside Advisors
California
$9.41M +$695K +6,561 +8%
KCM
107
Karp Capital Management
California
$9.25M +$1.54M +14,505 +20%
CCP
108
Cassia Capital Partners
North Carolina
$9.23M +$9.24M +87,224 New
OPS
109
Orion Portfolio Solutions
Nebraska
$9.12M -$431K -4,072 -5%
PWM
110
Paulson Wealth Management
Illinois
$9.06M +$4.27M +40,313 +89%
BAAM
111
Baker Avenue Asset Management
California
$8.95M +$284K +2,679 +3%
WAM
112
WFA Asset Management
Wisconsin
$8.85M +$8.86M +83,579 New
LI
113
LVZ Inc
Michigan
$8.79M +$628K +5,925 +8%
SWM
114
Scissortail Wealth Management
Oklahoma
$8.68M +$8.69M +81,990 New
QWM
115
Quaker Wealth Management
New Jersey
$8.57M +$425K +4,015 +5%
NA
116
NewEdge Advisors
Louisiana
$8.37M +$8.01M +75,588 +2,160%
CS
117
Comerica Securities
Michigan
$8.37M +$696K +6,570 +9%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$8.3M
PPW
119
Pasadena Private Wealth
California
$8.21M +$8.22M +77,530 New
MAG
120
Members Advisory Group
New York
$7.83M +$7.83M +73,935 New
CA
121
Cambridge Associates
Massachusetts
$7.66M
WWM
122
WJ Wealth Management
Arizona
$7.58M +$7.59M +71,659 New
SI
123
Stephens Inc
Arkansas
$7.57M +$722K +6,818 +11%
PWMG
124
Pinnacle Wealth Management Group
Michigan
$7.56M +$567K +5,352 +8%
CIBC World Market
125
CIBC World Market
Ontario, Canada
$7.46M +$6.61M +62,352 +766%

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.