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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
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 +$504K +4,752 +17%
SPA
179
Sentinel Pension Advisors
Massachusetts
$3.53M +$196K +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
$3.25M +$370K +3,496 +13%
MCP
190
Martin Capital Partners
Oregon
$3.24M +$70.8K +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 +$3.09M +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 +$373K +3,516 +14%
SWM
198
Spire Wealth Management
Virginia
$2.94M -$44K -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 +$83.1K +784 +3%

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.