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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
Ameriprise
1
Ameriprise
Minnesota
$557M +$76.9M +725,741 +16%
PCA
2
Personal Capital Advisors
California
$270M -$56.7M -534,650 -17%
LPL Financial
3
LPL Financial
California
$267M +$14.1M +132,875 +6%
Bank of America
4
Bank of America
North Carolina
$199M +$42.3M +399,021 +27%
UBS Group
5
UBS Group
Switzerland
$152M +$8.88M +83,781 +6%
Morgan Stanley
6
Morgan Stanley
New York
$142M +$39.3M +370,734 +38%
3AM
7
3EDGE Asset Management
Florida
$130M +$17.8M +168,042 +16%
Wells Fargo
8
Wells Fargo
California
$94.6M +$32.6M +307,224 +52%
BlackRock
9
BlackRock
New York
$78.9M +$46M +434,281 +140%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$72.5M +$15.4M +145,263 +27%
DWM
11
Destination Wealth Management
California
$71.9M +$1.9M +17,950 +3%
PPW
12
Parcion Private Wealth
Washington
$70.5M +$31.6M +298,417 +80%
LJAC
13
L.J. Altfest & Co
New York
$63.1M +$19.7M +186,245 +45%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$58.4M +$13.4M +126,264 +30%
CA
15
Cetera Advisors
Colorado
$56M +$28.1M +265,468 +101%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$55.7M +$8.54M +80,624 +18%
ACM
17
Advisors Capital Management
New Jersey
$54.5M +$54.5M +514,758 New
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
$49.4M +$1.4M +13,230 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$46.4M +$11M +103,910 +31%
FCFS
20
First Command Financial Services
Texas
$46.3M +$2.98M +28,141 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$45.3M +$14.3M +135,107 +46%
FCB
22
First Command Bank
Texas
$43.2M
Jane Street
23
Jane Street
New York
$41.8M +$2.53M +23,923 +6%
RJA
24
Raymond James & Associates
Florida
$40M +$5.7M +53,819 +17%
MCM
25
MV Capital Management
Maryland
$39.6M +$272K +2,570 +0.7%

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.