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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
VA
126
Valmark Advisers
Ohio
$8.75M +$1.91M +18,104 +28%
OPS
127
Orion Portfolio Solutions
Nebraska
$8.64M -$407K -3,862 -4%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$8.56M +$2M +19,035 +30%
CS
129
Comerica Securities
Michigan
$8.53M +$233K +2,215 +3%
BHWA
130
Beacon Harbor Wealth Advisors
Virginia
$8.46M +$8.48M +80,581 New
QWM
131
Quaker Wealth Management
New Jersey
$8.24M -$251K -2,383 -3%
EWM
132
Executive Wealth Management
Michigan
$8.21M +$1.2M +11,432 +17%
MWM
133
Mascoma Wealth Management
New Hampshire
$8.06M +$3.13M +29,723 +63%
CA
134
CapWealth Advisors
Tennessee
$7.71M +$7.73M +73,448 New
CIBC World Market
135
CIBC World Market
Ontario, Canada
$7.69M +$295K +2,804 +4%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$7.46M +$947K +8,991 +14%
JWM
137
Jeppson Wealth Management
California
$7.33M +$7.35M +69,824 New
Citadel Advisors
138
Citadel Advisors
Florida
$7.19M +$7.21M +68,475 New
AWS
139
Atria Wealth Solutions
New York
$7.1M +$7.12M +67,632 New
AAS
140
Avantax Advisory Services
Texas
$7.08M +$5.04M +47,867 +244%
WFA
141
Wipfli Financial Advisors
Wisconsin
$7.02M +$7.04M +66,859 New
AWM
142
Axxcess Wealth Management
California
$6.97M +$6.71M +63,761 +2,431%
CSB
143
City State Bank
Iowa
$6.94M +$2.31M +21,960 +50%
AWC
144
Abundance Wealth Counselors
Pennsylvania
$6.9M -$206K -1,953 -3%
CCP
145
Cassia Capital Partners
North Carolina
$6.7M -$2.46M -23,403 -27%
PCM
146
Presidio Capital Management
California
$6.63M +$6.65M +63,159 New
V
147
Veritable
Delaware
$6.54M +$3.79M +35,960 +137%
BEC
148
Blue Edge Capital
Virginia
$6.53M -$128K -1,216 -2%
MHR
149
Matthew Hamilton Rosenberg
$6.43M -$280K -2,662 -4%
JP Morgan Chase
150
JP Morgan Chase
New York
$6.25M +$6.21M +58,986 +9,831%

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.