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iShares 0-5 Year TIPS Bond ETF

758 hedge funds and large institutions have $11.9B invested in iShares 0-5 Year TIPS Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 328 increasing their positions, 239 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 239

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

16% more funds holding in top 10

Funds holding in top 10: 6373 (+10)

15% more capital invested

Capital invested by funds: $10.4B → $11.9B (+$1.52B)

0.94% more ownership

Funds ownership: 81.33%82.27% (+0.94%)

0% more funds holding

Funds holding: 758758 (0)

Holders
758
Holders Change
Holders Change %
0%
% of All Funds
9.33%
Holding in Top 10
73
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.87%
% of All Funds
0.9%
New
92
Increased
328
Reduced
239
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.37B +$1.25B +12,146,236 +40%
Betterment LLC
2
Betterment LLC
New York
$464M +$11.9M +115,711 +3%
LPL Financial
3
LPL Financial
California
$323M +$33M +320,514 +11%
MWM
4
Modera Wealth Management
New Jersey
$253M +$16.8M +163,586 +7%
RWM
5
Ritholtz Wealth Management
New York
$249M +$15.9M +153,948 +7%
Morgan Stanley
6
Morgan Stanley
New York
$185M +$19.9M +193,563 +12%
AHSSHC
7
Adventist Health System Sunbelt Healthcare Corp
Florida
$161M +$85.5M +830,200 +114%
MMFA
8
Main Management Fund Advisors
California
$152M +$255M +2,480,600 New
CCM
9
Coldstream Capital Management
Washington
$150M +$127M +1,231,203 +554%
Bank of America
10
Bank of America
North Carolina
$138M -$210M -2,036,091 -60%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$125M +$6.26M +60,840 +5%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$120M +$4.55M +44,148 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$116M +$27.5M +266,983 +31%
PCIG
14
Partners Capital Investment Group
Massachusetts
$102M -$31.5M -306,270 -24%
Ameriprise
15
Ameriprise
Minnesota
$101M +$14.2M +137,874 +17%
SCM
16
SCS Capital Management
Massachusetts
$100M +$43.8M +425,008 +78%
FFA
17
Farther Finance Advisors
California
$97.6M +$21.4M +207,688 +28%
JP Morgan Chase
18
JP Morgan Chase
New York
$97.5M -$42.3M -410,866 -30%
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$96.8M +$2.17M +21,097 +2%
KIM
20
Kestra Investment Management
Texas
$95.5M +$73.8M +716,935 +347%
WCM
21
Wealthcare Capital Management
Virginia
$94.9M +$5.92M +57,478 +7%
TIM
22
Tortoise Investment Management
New York
$86.9M +$28.2M +273,728 +48%
DWM
23
Destination Wealth Management
California
$85.4M +$2.85M +27,641 +3%
MPW
24
MASECO Private Wealth
$80.1M +$4.26M +41,342 +6%
Raymond James Financial
25
Raymond James Financial
Florida
$79.9M +$3.54M +34,364 +5%

STIP Hedge Fund Activity: Q1 2026 in Review

758 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2026, worth a combined $11.9B — up 15% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new STIP positions and 73 closed out — a net gain of 19 holders — while 328 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was Fidelity Investments, cutting an estimated $217M.

  • 758 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $11.9B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 92 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2026 and 73 closed out, a net change of +19 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2026 was BlackRock, an estimated $1.25B added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2026 was Fidelity Investments, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.