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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
NA
101
NewEdge Advisors
Louisiana
$11.7M +$3.41M +32,346 +41%
LFA
102
Landmark Financial Advisors
Kentucky
$11.5M -$377K -3,581 -3%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$11.2M +$8.44M +80,120 +303%
GAM
104
Gould Asset Management
California
$11.1M +$81.6K +775 +0.7%
PWS
105
Paragon Wealth Strategies
Florida
$10.9M -$2.95K -28 -0%
ACA
106
Atlas Capital Advisors
Wyoming
$10.8M +$10.8M +102,961 New
KL
107
KWMG LLC
Kansas
$10.8M +$383K +3,642 +4%
IA
108
IFG Advisory
Georgia
$10.7M +$899K +8,536 +9%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$10.7M -$2.65M -25,133 -20%
TFF
110
The Family Firm
Maryland
$10.7M +$17.9K +170 +0.2%
PFPT
111
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.4M -$141K -1,335 -1%
PA
112
Parkside Advisors
California
$10.3M +$1M +9,502 +11%
AMM
113
American Money Management
California
$10.2M -$67K -636 -0.6%
PWMG
114
Pinnacle Wealth Management Group
Michigan
$10M +$2.55M +24,183 +34%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$10M +$651K +6,182 +7%
MAG
116
Members Advisory Group
New York
$9.98M +$2.22M +21,073 +29%
FPGK
117
Financial Partners Group (Kansas)
Kansas
$9.6M +$4.74K +45 +0%
CPFP
118
Clear Perspectives Financial Planning
Ohio
$9.57M +$131K +1,240 +1%
IA
119
IFP Advisors
Florida
$9.38M +$9.56M +90,829 +4,687%
PPW
120
Pasadena Private Wealth
California
$9.36M +$1.23M +11,702 +15%
CCFP
121
Charles Carroll Financial Partners
Massachusetts
$9.3M +$3.36M +31,880 +56%
BAAM
122
Baker Avenue Asset Management
California
$9.04M +$172K +1,633 +2%
PWM
123
Paulson Wealth Management
Illinois
$8.98M +$7.79K +74 +0.1%
JF
124
JSF Financial
California
$8.88M -$3.33M -31,613 -27%
WAM
125
WFA Asset Management
Wisconsin
$8.8M +$32.1K +305 +0.4%

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.