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iShares 0-5 Year TIPS Bond ETF

656 hedge funds and large institutions have $8.88B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 281 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

621% more call options, than puts

Call options by funds: $310K | Put options by funds: $43K

100% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 45

39% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 202

16% more capital invested

Capital invested by funds: $7.64B → $8.88B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 624656 (+32)

3.41% more ownership

Funds ownership: 73.99%77.4% (+3.4%)

Holders
656
Holders Change
+32
Holders Change %
+5.13%
% of All Funds
8.8%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
90
Increased
281
Reduced
202
Closed
45
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
226
Beckerman Institutional
New Jersey
$2.64M +$192K +1,882 +8%
FA
227
Fortis Advisors
Pennsylvania
$2.59M +$3.57K +35 +0.1%
PFM
228
Peak Financial Management
Massachusetts
$2.55M +$24K +236 +1%
AOWM
229
Alpha Omega Wealth Management
Virginia
$2.55M -$10.2K -100 -0.4%
HCA
230
Heck Capital Advisors
Wisconsin
$2.54M -$23.7K -233 -0.9%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$2.52M +$724K +7,101 +41%
BCG
232
Breakwater Capital Group
New Jersey
$2.52M -$57.2K -561 -2%
SPIA
233
Steward Partners Investment Advisory
New York
$2.44M -$68.7K -674 -3%
IP
234
Ignite Planners
California
$2.42M +$1.28M +12,551 +115%
BF
235
Brooklyn FI
New York
$2.35M +$365K +3,580 +19%
LCM
236
Lazari Capital Management
California
$2.34M -$83.2K -817 -3%
PFM
237
Phillips Financial Management
Indiana
$2.34M -$64K -628 -3%
LFA
238
LifeGuide Financial Advisors
Pennsylvania
$2.33M -$83.4K -819 -4%
SB
239
Strategic Blueprint
Georgia
$2.31M +$2.28M +22,366 New
TF
240
Trek Financial
Arizona
$2.29M +$2.26M +22,147 New
SPC
241
Sigma Planning Corp
Michigan
$2.28M +$101K +995 +5%
CTA
242
Chesley Taft & Associates
Illinois
$2.28M +$143K +1,404 +7%
IWN
243
Independent Wealth Network
Iowa
$2.23M +$227K +2,229 +12%
AAS
244
Avantax Advisory Services
Texas
$2.21M +$471K +4,624 +28%
BIA
245
Bell Investment Advisors
California
$2.21M +$75.7K +743 +4%
ASN
246
Advisory Services Network
Georgia
$2.19M +$1.43M +14,047 +199%
BAM
247
Belpointe Asset Management
Nevada
$2.12M -$797K -7,823 -28%
PFA
248
Portland Financial Advisors
New York
$2.12M +$4.58K +45 +0.2%
CFD
249
Creative Financial Designs
Indiana
$2.08M +$126K +1,235 +7%
DG
250
DMC Group
Alabama
$2.07M +$510K +5,002 +33%