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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
JBA
151
Johnson Bixby & Associates
Washington
$5.14M +$510K +4,817 +11%
CL
152
CPWM LLC
Washington
$5.11M
MMA
153
Miracle Mile Advisors
California
$5.08M +$5.08M +47,942 New
MWM
154
Mascoma Wealth Management
New Hampshire
$4.99M +$2.01M +19,009 +68%
AAP
155
Arax Advisory Partners
Colorado
$4.78M +$1.64M +15,441 +52%
NPP
156
New Potomac Partners
Maryland
$4.71M -$111K -1,050 -2%
HWA
157
Hillcrest Wealth Advisors
New Jersey
$4.68M +$591K +5,575 +14%
CSB
158
City State Bank
Iowa
$4.67M +$4.68M +44,150 New
IWC
159
Integrated Wealth Concepts
Massachusetts
$4.64M +$427K +4,029 +10%
ASFA
160
All Season Financial Advisors
Colorado
$4.54M +$2.22M +20,914 +95%
BS
161
Banco Santander
Spain
$4.42M -$433K -4,086 -9%
William Blair & Company
162
William Blair & Company
Illinois
$4.38M +$3.71K +35 +0.1%
TPA
163
Trivium Point Advisory
Connecticut
$4.36M +$76.5K +722 +2%
JIR
164
James Investment Research
Ohio
$4.33M +$3.09M +29,152 +248%
AWM
165
AE Wealth Management
Kansas
$4.28M +$166K +1,567 +4%
SG Americas Securities
166
SG Americas Securities
New York
$4.14M +$4.15M +39,136 New
CAWM
167
Capital Advisors Wealth Management
Washington
$4.05M +$4.05M +38,264 New
CCT
168
Country Club Trust
Missouri
$4.03M +$559K +5,279 +16%
DI
169
DAGCO Inc
Ohio
$3.92M +$1.12M +10,600 +40%
CA
170
CoreCap Advisors
Michigan
$3.85M +$3.85M +36,356 New
MBFW
171
Morton Brown Family Wealth
Pennsylvania
$3.84M +$3.84M +36,268 New
MOS
172
MGO One Seven
Ohio
$3.8M -$223K -2,109 -6%
HFBOT
173
Home Federal Bank of Tennessee
Tennessee
$3.79M +$536K +5,061 +16%
LNC
174
Lincoln National Corp
Pennsylvania
$3.78M -$16.8K -159 -0.4%
EIP
175
Ellis Investment Partners
Pennsylvania
$3.75M -$38.6K -364 -1%

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.