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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
Citigroup
251
Citigroup
New York
$2.06M -$7.13K -70 -0.4%
BFS
252
BridgePort Financial Solutions
Iowa
$2.03M +$102 +1 +0%
AAS
253
Ameritas Advisory Services
Nebraska
$2.02M -$5.81K -57 -0.3%
AWA
254
Arete Wealth Advisors
Illinois
$2.02M -$133K -1,303 -6%
FW
255
Fairway Wealth
Ohio
$2M +$97.1K +953 +5%
MCP
256
Martin Capital Partners
Oregon
$2M -$110K -1,083 -5%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$1.97M -$132K -1,292 -6%
MBT
258
Montecito Bank & Trust
California
$1.94M +$1.38M +13,530 +260%
HAS
259
HBW Advisory Services
California
$1.94M -$454K -4,451 -19%
IPAM
260
Investment Partners Asset Management
New Jersey
$1.92M +$120K +1,182 +7%
CPIG
261
Chicago Partners Investment Group
Illinois
$1.88M +$154K +1,508 +9%
EW
262
Evexia Wealth
Wisconsin
$1.88M +$47.9K +470 +3%
SG
263
Sharper & Granite
California
$1.77M +$225K +2,205 +15%
NRI
264
NFP Retirement Inc
California
$1.75M -$36.8K -361 -2%
Kovitz Investment Group Partners
265
Kovitz Investment Group Partners
Illinois
$1.74M +$1.72M +16,847 New
TW
266
TritonPoint Wealth
Maryland
$1.73M +$800K +7,850 +88%
PAS
267
Park Avenue Securities
New York
$1.72M +$1.48M +14,556 +701%
BWM
268
Brown Wealth Management
Illinois
$1.71M +$21.8K +214 +1%
FA
269
Fermata Advisors
California
$1.68M +$151K +1,485 +10%
PP
270
Prosperity Planning
Missouri
$1.67M
SOWAS
271
Silver Oak Wealth Advisors Services
California
$1.67M +$1.32M +12,996 +411%
WAG
272
Wallace Advisory Group
California
$1.67M +$1.02M +10,003 +152%
PWMG
273
Pinnacle Wealth Management Group
Michigan
$1.66M -$385K -3,783 -19%
RC
274
Roundview Capital
New Jersey
$1.62M
HHRDM
275
H&H Retirement Design & Management
Nevada
$1.62M -$41.5K -407 -3%