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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 %
BFS
251
BridgePort Financial Solutions
Iowa
$2.03M +$103 +1 +0%
AAS
252
Ameritas Advisory Services
Nebraska
$2.02M -$5.84K -57 -0.3%
AWA
253
Arete Wealth Advisors
Illinois
$2.02M -$135K -1,303 -6%
FW
254
Fairway Wealth
Ohio
$2M +$98.6K +953 +5%
MCP
255
Martin Capital Partners
Oregon
$2M -$112K -1,083 -5%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$1.97M -$134K -1,292 -6%
MBT
257
Montecito Bank & Trust
California
$1.94M +$1.4M +13,530 +260%
HAS
258
HBW Advisory Services
California
$1.94M -$461K -4,451 -19%
IPAM
259
Investment Partners Asset Management
New Jersey
$1.92M +$122K +1,182 +7%
CPIG
260
Chicago Partners Investment Group
Illinois
$1.88M +$155K +1,508 +9%
EW
261
Evexia Wealth
Wisconsin
$1.88M +$48.3K +470 +3%
SG
262
Sharper & Granite
California
$1.77M +$228K +2,205 +15%
NRI
263
NFP Retirement Inc
California
$1.75M -$37.4K -361 -2%
Kovitz Investment Group Partners
264
Kovitz Investment Group Partners
Illinois
$1.74M +$1.74M +16,847 New
TW
265
TritonPoint Wealth
Maryland
$1.73M +$812K +7,850 +88%
PAS
266
Park Avenue Securities
New York
$1.72M +$1.51M +14,556 +701%
BWM
267
Brown Wealth Management
Illinois
$1.71M +$22.1K +214 +1%
FA
268
Fermata Advisors
California
$1.68M +$154K +1,485 +10%
PP
269
Prosperity Planning
Missouri
$1.67M -$1.65M
SOWAS
270
Silver Oak Wealth Advisors Services
California
$1.67M +$1.34M +12,996 +411%
WAG
271
Wallace Advisory Group
California
$1.67M +$1.01M +10,003 +152%
PWMG
272
Pinnacle Wealth Management Group
Michigan
$1.66M -$391K -3,783 -19%
RC
273
Roundview Capital
New Jersey
$1.62M
HHRDM
274
H&H Retirement Design & Management
Nevada
$1.62M -$41.8K -407 -3%
CAG
275
Csenge Advisory Group
Florida
$1.6M +$860K +8,366 +116%