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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$3.54M +$173K +1,645 +5%
ATPW
202
Ashton Thomas Private Wealth
Arizona
$3.47M +$122K +1,156 +4%
HAS
203
HBW Advisory Services
California
$3.45M -$44.3K -421 -1%
BAM
204
Belpointe Asset Management
Nevada
$3.44M +$3.45M +32,799 New
KPWS
205
Kestra Private Wealth Services
Texas
$3.41M +$3.42M +32,474 New
SSW
206
Stone Summit Wealth
Florida
$3.39M +$1.34M +12,771 +64%
APA
207
American Portfolios Advisors
New York
$3.39M +$2.89M +27,469 +569%
FIM
208
Freedom Investment Management
Connecticut
$3.35M +$473K +4,496 +16%
FCIM
209
Fairview Capital Investment Management
California
$3.32M -$34.2K -325 -1%
Millennium Management
210
Millennium Management
New York
$3.22M -$1.97M -18,667 -38%
NRI
211
NFP Retirement Inc
California
$3.21M -$33.7K -320 -1%
MCP
212
Martin Capital Partners
Oregon
$3.21M +$4K +38 +0.1%
LNC
213
Lincoln National Corp
Pennsylvania
$3.2M -$552K -5,238 -15%
JBA
214
Johnson Bixby & Associates
Washington
$3.13M -$1.97M -18,694 -39%
WT
215
Washington Trust
Rhode Island
$3.04M +$812K +7,715 +36%
RIA
216
Regal Investment Advisors
Michigan
$3.03M +$1.6M +15,227 +111%
RFN
217
RDA Financial Network
Iowa
$2.99M +$228K +2,161 +8%
IAIM
218
Industrial Alliance Investment Management
Quebec, Canada
$2.91M +$2.92M +27,741 New
FNBOH
219
First National Bank of Hutchinson
Kansas
$2.9M +$10.7K +102 +0.4%
WP
220
WealthSource Partners
California
$2.79M +$2.8M +26,620 New
MTWM
221
Masso Torrence Wealth Management
New Jersey
$2.77M +$522K +4,953 +23%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$2.74M +$2.75M +26,136 New
HPM
223
Hudson Portfolio Management
New York
$2.68M +$364K +3,458 +16%
SWP
224
Stratos Wealth Partners
Ohio
$2.67M +$2.46M +23,397 +1,130%
EWMCB
225
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.65M +$280K +2,662 +12%

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.