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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
SPC
151
Sigma Planning Corp
Michigan
$6.13M +$110K +1,041 +2%
MML Investors Services
152
MML Investors Services
Massachusetts
$6.03M -$981K -9,320 -14%
MOS
153
MGO One Seven
Ohio
$5.86M +$2.11M +20,011 +56%
HH
154
Hilltop Holdings
Texas
$5.74M -$3.81M -36,231 -40%
LF
155
Lee Financial
Texas
$5.67M +$215K +2,045 +4%
CCB
156
Country Club Bank
Missouri
$5.67M +$5.67M +53,851 New
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$5.64M +$5.5M +52,202 +3,291%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$5.63M +$521K +4,945 +10%
Lido Advisors
159
Lido Advisors
California
$5.49M -$510K -4,846 -8%
TB
160
Treynor Bancshares
Iowa
$5.44M -$157K -1,487 -3%
SSIM
161
Sheets Smith Investment Management
Texas
$5.44M +$4.37M +41,521 +401%
SHJ
162
Sharkey, Howes & Javer
Colorado
$5.44M -$334K -3,169 -6%
AI
163
Atria Investments
North Carolina
$5.37M +$5.39M +51,184 New
EH
164
Equitable Holdings
New York
$5.26M +$1.84M +17,433 +53%
KAS
165
Kestra Advisory Services
Texas
$5.18M -$70.3K -668 -1%
PIM
166
Penobscot Investment Management
Massachusetts
$5.12M +$1.75M +16,615 +52%
TWA
167
TCI Wealth Advisors
Arizona
$5.04M +$2.67M +25,372 +112%
CL
168
CPWM LLC
Washington
$5.03M -$39.7K -377 -0.8%
DE
169
Day & Ennis
Georgia
$4.98M +$5M +47,495 New
USCWA
170
U.S. Capital Wealth Advisors
Texas
$4.93M +$3.02M +28,687 +157%
DI
171
Disciplined Investments
Oklahoma
$4.72M -$454K -4,315 -9%
WWP
172
WR Wealth Planners
Missouri
$4.67M +$4.69M +44,523 New
NPP
173
New Potomac Partners
Maryland
$4.62M -$43.2K -410 -0.9%
IWC
174
Integrated Wealth Concepts
Massachusetts
$4.62M +$18K +171 +0.4%
HWA
175
Hillcrest Wealth Advisors
New Jersey
$4.55M +$71.1K +675 +2%

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.