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iShares 0-5 Year TIPS Bond ETF

765 hedge funds and large institutions have $10.5B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 206 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 206

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $9.92B → $10.5B (+$582M)

3.39% more ownership

Funds ownership: 77.87%81.26% (+3.4%)

1% more funds holding

Funds holding: 755765 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

Holders
765
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
10.04%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
76
Increased
394
Reduced
206
Closed
50
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
Aptus Capital Advisors
Alabama
$3.6M +$369K +3,576 +11%
HPM
227
Hudson Portfolio Management
New York
$3.54M +$816K +7,916 +30%
FCIM
228
Fairview Capital Investment Management
California
$3.5M +$104K +1,010 +3%
BW
229
Balance Wealth
Ohio
$3.47M +$3.46M +33,530 New
MCP
230
Martin Capital Partners
Oregon
$3.45M -$275K -2,671 -7%
PCM
231
Passive Capital Management
Maryland
$3.43M -$16.1K -156 -0.5%
MAS
232
Madden Advisory Services
Florida
$3.38M +$256K +2,478 +8%
RIA
233
Regal Investment Advisors
Michigan
$3.37M +$2.6M +25,187 +339%
AWM
234
AE Wealth Management
Kansas
$3.27M +$593K +5,753 +22%
AWM
235
Apex Wealth Management
New Hampshire
$3.26M +$31K +301 +1%
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$3.25M +$3.25M +31,478 New
KOC
237
Koss-Olinger Consulting
Florida
$3.23M -$33K -320 -1%
SIA
238
Soltis Investment Advisors
Utah
$3.23M -$88.1K -854 -3%
AWM
239
Axxcess Wealth Management
California
$3.16M +$3.15M +30,549 New
FWP
240
Forefront Wealth Partners
Texas
$3.14M +$3.14M +30,420 New
SC
241
Savant Capital
Illinois
$3.12M +$127K +1,227 +4%
TFM
242
Trademark Financial Management
Minnesota
$3.1M +$302K +2,926 +11%
MWM
243
Maltin Wealth Management
New Jersey
$3.03M +$78.4K +760 +3%
BCG
244
Breakwater Capital Group
New Jersey
$3.03M +$438K +4,246 +17%
MFG
245
Mustico Financial Group
New York
$3.01M -$317K -3,077 -8%
HGWM
246
Horst & Graben Wealth Management
Oregon
$2.98M +$337K +3,267 +13%
SW
247
SoFi Wealth
California
$2.97M +$32.5K +315 +1%
IAN
248
Integrated Advisors Network
Texas
$2.95M +$2.2M +21,347 +297%
PIA
249
Perennial Investment Advisors
California
$2.9M +$279K +2,707 +11%
SHJ
250
Sharkey, Howes & Javer
Colorado
$2.88M +$514K +4,988 +22%