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iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
251
Trademark Financial Management
Minnesota
$2.78M +$1.86M +18,125 +203%
HPM
252
Hudson Portfolio Management
New York
$2.71M +$56.9K +555 +2%
CL
253
Choreo LLC
Illinois
$2.71M -$127K -1,237 -4%
AWM
254
AE Wealth Management
Kansas
$2.66M +$2.33M +22,666 +704%
CPIG
255
Chicago Partners Investment Group
Illinois
$2.65M +$761K +7,417 +40%
IP
256
Ignite Planners
California
$2.64M +$219K +2,136 +9%
EP
257
Edgestream Partners
New Jersey
$2.63M +$2.63M +25,600 New
HGWM
258
Horst & Graben Wealth Management
Oregon
$2.63M +$2.63M +25,592 New
FA
259
Fortis Advisors
Pennsylvania
$2.62M +$39.5K +385 +2%
PIA
260
Perennial Investment Advisors
California
$2.61M +$2.6M +25,323 New
BCG
261
Breakwater Capital Group
New Jersey
$2.58M +$72.4K +706 +3%
HCA
262
Heck Capital Advisors
Wisconsin
$2.57M +$40.2K +392 +2%
AI
263
Atria Investments
North Carolina
$2.56M +$2.03M +19,770 +384%
AOWM
264
Alpha Omega Wealth Management
Virginia
$2.51M -$30.4K -296 -1%
PFM
265
Peak Financial Management
Massachusetts
$2.47M -$62.5K -609 -2%
AF
266
Amara Financial
California
$2.44M +$1.58M +15,444 +186%
AG
267
AmeriFlex Group
Nevada
$2.43M +$2.14M +20,853 +747%
SPC
268
Sigma Planning Corp
Michigan
$2.42M +$148K +1,444 +7%
CTA
269
Chesley Taft & Associates
Illinois
$2.41M +$137K +1,340 +6%
SW
270
Simplicity Wealth
New Jersey
$2.39M +$2.38M +23,184 New
SHJ
271
Sharkey, Howes & Javer
Colorado
$2.36M +$2.35M +22,919 New
FAIM
272
Financial Advocates Investment Management
Washington
$2.34M -$512K -4,991 -18%
RL
273
Retireful LLC
Michigan
$2.32M -$86.3K -841 -4%
LCM
274
Lazari Capital Management
California
$2.3M -$30.1K -293 -1%
DG
275
DMC Group
Alabama
$2.3M +$234K +2,283 +11%

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.