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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

740 hedge funds and large institutions have $9.89B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 345 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+96
Holders Change %
+14.91%
% of All Funds
9.92%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.8%
New
155
Increased
345
Reduced
168
Closed
46
Calls
$463K
Puts
–
Net Calls
+$463K
Net Calls Change
+$196K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$334M
2
LPL Financial
LPL Financial
California
$297M
3
Bank of America
Bank of America
North Carolina
$166M
4
Morgan Stanley
Morgan Stanley
New York
$184M
5
LJAC
L.J. Altfest & Co
New York
$44.9M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$543K
2
BlackRock
BlackRock
New York
$2.88B
3
Renaissance Technologies
Renaissance Technologies
New York
$63M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$305M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
AE Wealth Management
Kansas
$2.66M +$2.33M +22,666 +704%
CPIG
252
Chicago Partners Investment Group
Illinois
$2.65M +$763K +7,417 +40%
IP
253
Ignite Planners
California
$2.64M +$220K +2,136 +9%
EP
254
Edgestream Partners
New Jersey
$2.63M +$2.63M +25,600 New
HGWM
255
Horst & Graben Wealth Management
Oregon
$2.63M +$2.63M +25,592 New
FA
256
Fortis Advisors
Pennsylvania
$2.62M +$39.6K +385 +2%
PIA
257
Perennial Investment Advisors
California
$2.61M +$2.61M +25,323 New
BCG
258
Breakwater Capital Group
New Jersey
$2.58M +$72.7K +706 +3%
HCA
259
Heck Capital Advisors
Wisconsin
$2.57M +$40.3K +392 +2%
AI
260
Atria Investments
North Carolina
$2.56M +$2.03M +19,770 +384%
AOWM
261
Alpha Omega Wealth Management
Virginia
$2.51M -$30.5K -296 -1%
PFM
262
Peak Financial Management
Massachusetts
$2.47M -$62.7K -609 -2%
AF
263
Amara Financial
California
$2.44M +$1.59M +15,444 +186%
AG
264
AmeriFlex Group
Nevada
$2.43M +$2.14M +20,853 +747%
SPC
265
Sigma Planning Corp
Michigan
$2.42M +$149K +1,444 +7%
CTA
266
Chesley Taft & Associates
Illinois
$2.41M +$138K +1,340 +6%
SW
267
Simplicity Wealth
New Jersey
$2.39M +$2.39M +23,184 New
SHJ
268
Sharkey, Howes & Javer
Colorado
$2.36M +$2.36M +22,919 New
FAIM
269
Financial Advocates Investment Management
Washington
$2.34M -$514K -4,991 -18%
RL
270
Retireful LLC
Michigan
$2.32M -$86.5K -841 -4%
LCM
271
Lazari Capital Management
California
$2.3M -$30.2K -293 -1%
DG
272
DMC Group
Alabama
$2.3M +$235K +2,283 +11%
IWN
273
Independent Wealth Network
Iowa
$2.29M +$69.2K +672 +3%
AWA
274
Arete Wealth Advisors
Illinois
$2.28M +$277K +2,692 +14%
CA
275
Cambridge Associates
Massachusetts
$2.27M -$490K -4,766 -18%
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