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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
PFM
201
Phillips Financial Management
Indiana
$2.86M +$663K +6,261 +30%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$2.8M +$1.92M +18,118 +218%
RFN
203
RDA Financial Network
Iowa
$2.79M +$55.5K +524 +2%
V
204
Veritable
Delaware
$2.79M -$6.66M -62,820 -70%
GPA
205
Guidance Point Advisors
Massachusetts
$2.65M +$1.1M +10,423 +71%
SHWM
206
Smith & Howard Wealth Management
Georgia
$2.6M -$89.8K -847 -3%
FAIM
207
Financial Advocates Investment Management
Washington
$2.52M +$2.05M +19,311 +433%
WIA
208
World Investment Advisors
California
$2.49M +$1.66M +15,664 +189%
NCM
209
Northland Capital Management
Minnesota
$2.49M +$2.49M +23,483 New
BFA
210
Beacon Financial Advisory
Ohio
$2.46M +$471K +4,447 +24%
Franklin Resources
211
Franklin Resources
California
$2.42M +$264K +2,490 +12%
TWA
212
TCI Wealth Advisors
Arizona
$2.4M +$2.4M +22,666 New
EWMCB
213
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.39M +$590K +5,564 +33%
HPM
214
Hudson Portfolio Management
New York
$2.33M +$1.87M +17,680 +404%
EPA
215
Element Pointe Advisors
Florida
$2.33M -$347K -3,274 -13%
MTWM
216
Masso Torrence Wealth Management
New Jersey
$2.27M +$2.27M +21,428 New
TLFA
217
True Link Financial Advisors
California
$2.25M
WT
218
Washington Trust
Rhode Island
$2.25M +$548K +5,171 +32%
HF
219
HRT Financial
New York
$2.24M +$2.24M +21,151 New
GC
220
Guggenheim Capital
Illinois
$2.19M +$687K +6,488 +46%
1WA
221
180 Wealth Advisors
Washington
$2.11M -$76.3K -720 -3%
SSW
222
Stone Summit Wealth
Florida
$2.1M +$2.1M +19,809 New
AAS
223
Avantax Advisory Services
Texas
$2.07M -$3.81K -36 -0.2%
CIR
224
Clear Investment Research
Georgia
$1.97M +$201K +1,899 +11%
WA
225
Winfield Associates
Ohio
$1.97M +$1.63M +15,400 +481%

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.