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iShares 0-5 Year TIPS Bond ETF

644 hedge funds and large institutions have $8.86B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 276 increasing their positions, 199 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
8.75%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
88
Increased
276
Reduced
199
Closed
43
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
226
Fortis Advisors
Pennsylvania
$2.59M +$3.62K +35 +0.1%
PFM
227
Peak Financial Management
Massachusetts
$2.55M +$24.4K +236 +1%
AOWM
228
Alpha Omega Wealth Management
Virginia
$2.55M -$10.3K -100 -0.4%
HCA
229
Heck Capital Advisors
Wisconsin
$2.54M -$24.1K -233 -0.9%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$2.52M +$734K +7,101 +41%
BCG
231
Breakwater Capital Group
New Jersey
$2.52M -$58K -561 -2%
SPIA
232
Steward Partners Investment Advisory
New York
$2.44M -$69.7K -674 -3%
IP
233
Ignite Planners
California
$2.42M +$1.29M +12,551 +115%
BF
234
Brooklyn FI
New York
$2.35M +$370K +3,580 +19%
LCM
235
Lazari Capital Management
California
$2.34M -$84.5K -817 -3%
PFM
236
Phillips Financial Management
Indiana
$2.34M -$65K -628 -3%
LFA
237
LifeGuide Financial Advisors
Pennsylvania
$2.33M -$84.7K -819 -4%
SB
238
Strategic Blueprint
Georgia
$2.31M +$2.31M +22,366 New
TF
239
Trek Financial
Arizona
$2.29M +$2.29M +22,147 New
SPC
240
Sigma Planning Corp
Michigan
$2.28M +$103K +995 +5%
CTA
241
Chesley Taft & Associates
Illinois
$2.28M +$145K +1,404 +7%
IWN
242
Independent Wealth Network
Iowa
$2.23M +$231K +2,229 +12%
AAS
243
Avantax Advisory Services
Texas
$2.21M +$478K +4,624 +28%
BIA
244
Bell Investment Advisors
California
$2.21M +$76.9K +743 +4%
ASN
245
Advisory Services Network
Georgia
$2.19M +$1.45M +14,047 +199%
BAM
246
Belpointe Asset Management
Nevada
$2.12M -$809K -7,823 -28%
PFA
247
Portland Financial Advisors
New York
$2.12M +$4.66K +45 +0.2%
CFD
248
Creative Financial Designs
Indiana
$2.08M +$128K +1,235 +7%
DG
249
DMC Group
Alabama
$2.07M +$518K +5,002 +33%
Citigroup
250
Citigroup
New York
$2.06M -$7.24K -70 -0.4%