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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
FLPIM
126
F.L. Putnam Investment Management
Massachusetts
$7.42M +$889K +8,390 +14%
AWC
127
Abundance Wealth Counselors
Pennsylvania
$7.17M +$1.42M +13,398 +25%
EWM
128
Executive Wealth Management
Michigan
$7.08M +$969K +9,145 +16%
MML Investors Services
129
MML Investors Services
Massachusetts
$7.07M -$2.88M -27,139 -29%
VA
130
Valmark Advisers
Ohio
$6.92M +$873K +8,236 +14%
MHR
131
Matthew Hamilton Rosenberg
$6.77M +$797K +7,522 +13%
BEC
132
Blue Edge Capital
Virginia
$6.72M +$1.32M +12,442 +24%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$6.63M -$60.3K -569 -0.9%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$6.58M +$6.58M +62,106 New
NAM
135
NorthCrest Asset Manangement
Minnesota
$6.53M +$6.54M +61,694 New
GGS
136
Galvin Gaustad & Stein
Arizona
$6.35M +$338K +3,191 +6%
TWC
137
TD Waterhouse Canada
Ontario, Canada
$6.35M +$5M +47,205 New
SPC
138
Sigma Planning Corp
Michigan
$6.07M +$2.49M +23,491 +69%
Lido Advisors
139
Lido Advisors
California
$6.05M -$161K -1,515 -3%
CCFP
140
Charles Carroll Financial Partners
Massachusetts
$6.01M +$6.01M +56,731 New
SHJ
141
Sharkey, Howes & Javer
Colorado
$5.83M +$5.4M +51,002 +1,270%
BIAS
142
Beacon Investment Advisory Services
New Jersey
$5.81M +$1.17M +11,047 +25%
TB
143
Treynor Bancshares
Iowa
$5.65M +$5.65M +53,366 New
NL
144
NWAM LLC
Washington
$5.55M -$187K -1,768 -3%
LF
145
Lee Financial
Texas
$5.51M +$2.41M +22,728 +78%
KAS
146
Kestra Advisory Services
Texas
$5.29M +$1.2M +11,361 +29%
Millennium Management
147
Millennium Management
New York
$5.22M +$4.73M +44,669 +956%
DI
148
Disciplined Investments
Oklahoma
$5.22M +$321K +3,028 +7%
FMC
149
Financial Management Concepts
Florida
$5.17M +$757K +7,144 +17%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$5.16M +$639K +6,034 +14%

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.