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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
Ameriprise
1
Ameriprise
Minnesota
$617M +$59M +560,160 +11%
Bank of America
2
Bank of America
North Carolina
$327M +$130M +1,233,784 +66%
LPL Financial
3
LPL Financial
California
$296M +$31M +294,244 +12%
Morgan Stanley
4
Morgan Stanley
New York
$291M +$150M +1,427,576 +106%
PCA
5
Personal Capital Advisors
California
$269M +$1.5M +14,248 +0.6%
BlackRock
6
BlackRock
New York
$241M +$163M +1,548,838 +208%
UBS Group
7
UBS Group
Switzerland
$192M +$41.4M +393,593 +27%
Wells Fargo
8
Wells Fargo
California
$170M +$76.4M +725,458 +81%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$147M +$135M +1,282,223 +1,063%
3AM
10
3EDGE Asset Management
Florida
$142M +$13M +123,578 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$110M +$38.1M +362,070 +53%
CMF
12
Counterpoint Mutual Funds
California
$106M +$106M +1,007,586 New
CA
13
Cetera Advisors
Colorado
$102M +$46.9M +445,180 +84%
DWM
14
Destination Wealth Management
California
$71.5M +$217K +2,057 +0.3%
Truist Financial
15
Truist Financial
North Carolina
$68.5M +$49.6M +471,372 +260%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$66.6M +$8.82M +83,789 +15%
LJAC
17
L.J. Altfest & Co
New York
$64.9M +$2.37M +22,553 +4%
PPW
18
Parcion Private Wealth
Washington
$63M -$7.33M -69,631 -10%
ACM
19
Advisors Capital Management
New Jersey
$62M +$7.96M +75,620 +15%
BFG
20
Barber Financial Group
Kansas
$60.6M +$39.6M +376,437 +187%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$59.7M +$4.45M +42,279 +8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$52.5M +$22M +208,802 +72%
CTC
23
Central Trust Company
Missouri
$48.5M +$15.8M +150,152 +48%
HighTower Advisors
24
HighTower Advisors
Illinois
$47.9M +$1.93M +18,350 +4%
FCFS
25
First Command Financial Services
Texas
$47.8M +$1.95M +18,548 +4%

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.