STIP icon

iShares 0-5 Year TIPS Bond ETF
STIP

Overview Fund Activity

488 hedge funds and large institutions have $4.79B invested in iShares 0-5 Year TIPS Bond ETF in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 234 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+99
Holders Change %
+25.45%
% of All Funds
7.54%
Holding in Top 10
63
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+46.51%
% of All Funds
0.97%
New
131
Increased
234
Reduced
68
Closed
25
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$1.64M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$557M
2
ACM
2
Advisors Capital Management
New Jersey
$54.5M
3
BlackRock
3
BlackRock
New York
$78.9M
4
Bank of America
4
Bank of America
North Carolina
$199M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
PCA
1
Personal Capital Advisors
California
$270M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.3M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
V
4
Veritable
Delaware
$2.79M
5
EC
5
Estate Counselors
Wisconsin
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
176
Park Avenue Securities
New York
$3.74M +$1.96M +18,522 +110%
CA
177
Continuum Advisory
Idaho
$3.62M +$2.76M +26,029 +321%
PCWA
178
Pacific Capital Wealth Advisors
California
$3.55M +$503K +4,752 +17%
SPA
179
Sentinel Pension Advisors
Massachusetts
$3.53M +$195K +1,845 +6%
HAS
180
HBW Advisory Services
California
$3.53M +$338K +3,193 +11%
EH
181
Equitable Holdings
New York
$3.46M +$35.9K +339 +1%
PIM
182
Penobscot Investment Management
Massachusetts
$3.4M -$217K -2,050 -6%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$3.4M +$3.4M +32,090 New
VWA
184
V Wealth Advisors
Kansas
$3.38M -$22K -208 -0.6%
FCIM
185
Fairview Capital Investment Management
California
$3.38M +$162K +1,530 +5%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$3.38M +$341K +3,219 +11%
CPP
187
Capasso Planning Partners
South Carolina
$3.36M +$3.36M +31,708 New
NRI
188
NFP Retirement Inc
California
$3.28M +$1.71M +16,103 +108%
MAG
189
MRA Advisory Group
New Jersey
$3.26M +$370K +3,496 +13%
MCP
190
Martin Capital Partners
Oregon
$3.24M +$70.7K +668 +2%
CFMC
191
Curbstone Financial Management Corp
New Hampshire
$3.21M +$572K +5,400 +22%
SFS
192
Sowell Financial Services
Arkansas
$3.19M +$1.84M +17,345 +136%
SWA
193
Sightline Wealth Advisors
Connecticut
$3.08M +$3.08M +29,147 New
Prudential Financial
194
Prudential Financial
New Jersey
$3.05M +$366K +3,453 +14%
Nomura Asset Management
195
Nomura Asset Management
Japan
$2.98M +$2.51M +23,683 +526%
CTA
196
Chesley Taft & Associates
Illinois
$2.97M +$181K +1,710 +6%
FPS
197
Fieldpoint Private Securities
Connecticut
$2.95M +$372K +3,516 +14%
SWM
198
Spire Wealth Management
Virginia
$2.94M -$43.9K -415 -1%
FNBOH
199
First National Bank of Hutchinson
Kansas
$2.92M +$1.04M +9,833 +55%
FIM
200
Freedom Investment Management
Connecticut
$2.9M +$83K +784 +3%
6 7
8
9 10