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iShares 0-5 Year TIPS Bond ETF

741 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 156 funds opening new positions, 345 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+97
Holders Change %
+15.06%
% of All Funds
9.93%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.8%
New
156
Increased
345
Reduced
168
Closed
46
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
CL
251
Choreo LLC
Illinois
$2.71M -$127K -1,237 -4%
AWM
252
AE Wealth Management
Kansas
$2.66M +$2.33M +22,666 +704%
CPIG
253
Chicago Partners Investment Group
Illinois
$2.65M +$763K +7,417 +40%
IP
254
Ignite Planners
California
$2.64M +$220K +2,136 +9%
EP
255
Edgestream Partners
New Jersey
$2.63M +$2.63M +25,600 New
HGWM
256
Horst & Graben Wealth Management
Oregon
$2.63M +$2.63M +25,592 New
FA
257
Fortis Advisors
Pennsylvania
$2.62M +$39.6K +385 +2%
PIA
258
Perennial Investment Advisors
California
$2.61M +$2.61M +25,323 New
BCG
259
Breakwater Capital Group
New Jersey
$2.58M +$72.7K +706 +3%
HCA
260
Heck Capital Advisors
Wisconsin
$2.57M +$40.3K +392 +2%
AI
261
Atria Investments
North Carolina
$2.56M +$2.03M +19,770 +384%
AOWM
262
Alpha Omega Wealth Management
Virginia
$2.51M -$30.5K -296 -1%
PFM
263
Peak Financial Management
Massachusetts
$2.47M -$62.7K -609 -2%
AF
264
Amara Financial
California
$2.44M +$1.59M +15,444 +186%
AG
265
AmeriFlex Group
Nevada
$2.43M +$2.14M +20,853 +747%
SPC
266
Sigma Planning Corp
Michigan
$2.42M +$149K +1,444 +7%
CTA
267
Chesley Taft & Associates
Illinois
$2.41M +$138K +1,340 +6%
SW
268
Simplicity Wealth
New Jersey
$2.39M +$2.39M +23,184 New
SHJ
269
Sharkey, Howes & Javer
Colorado
$2.36M +$2.36M +22,919 New
FAIM
270
Financial Advocates Investment Management
Washington
$2.34M -$514K -4,991 -18%
RL
271
Retireful LLC
Michigan
$2.32M -$86.5K -841 -4%
LCM
272
Lazari Capital Management
California
$2.3M -$30.2K -293 -1%
DG
273
DMC Group
Alabama
$2.3M +$235K +2,283 +11%
IWN
274
Independent Wealth Network
Iowa
$2.29M +$69.2K +672 +3%
AWA
275
Arete Wealth Advisors
Illinois
$2.28M +$277K +2,692 +14%