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iShares 0-5 Year TIPS Bond ETF

756 hedge funds and large institutions have $10.4B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 306 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 265

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.32% (+0.07%)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$114M)

1% less funds holding

Funds holding: 764756 (-8)

Holders
756
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
9.2%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
103
Increased
306
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
251
LongView Wealth Management
Georgia
$2.8M +$274K +2,661 +11%
BI
252
Beckerman Institutional
New Jersey
$2.78M -$20.2K -196 -0.7%
JIR
253
James Investment Research
Ohio
$2.76M -$6.28K -61 -0.2%
ACA
254
Aptus Capital Advisors
Alabama
$2.76M -$814K -7,910 -23%
VHAM
255
Van Hulzen Asset Management
California
$2.73M +$339K +3,293 +14%
IPAM
256
Investment Partners Asset Management
New Jersey
$2.72M +$720K +6,996 +36%
CTA
257
Chesley Taft & Associates
Illinois
$2.72M +$166K +1,609 +6%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$2.71M -$2.81M -27,260 -51%
FRA
259
FFG Retirement Advisors
Colorado
$2.7M +$5.15K +50 +0.2%
VST
260
Van Strum & Towne
California
$2.68M +$2.7M +26,182 New
EWA
261
Eagle Wealth Advisors
Connecticut
$2.66M +$2.67M +25,969 New
FW
262
Fairway Wealth
Ohio
$2.66M +$375K +3,643 +16%
EFG
263
Elevated Financial Group
Indiana
$2.65M +$2.66M +25,842 New
SPIA
264
Steward Partners Investment Advisory
New York
$2.64M -$1.03M -10,041 -28%
SFG
265
Snider Financial Group
Washington
$2.6M +$2.61M +25,355 New
DG
266
DMC Group
Alabama
$2.58M +$163K +1,583 +7%
RIA
267
Regal Investment Advisors
Michigan
$2.58M -$765K -7,429 -23%
HCA
268
Heck Capital Advisors
Wisconsin
$2.58M -$8.03K -78 -0.3%
FA
269
Fortis Advisors
Pennsylvania
$2.57M +$33.5K +325 +1%
CFG
270
Carr Financial Group
Massachusetts
$2.56M +$109K +1,060 +4%
IWN
271
Independent Wealth Network
Iowa
$2.51M +$199K +1,937 +9%
AOWM
272
Alpha Omega Wealth Management
Virginia
$2.5M -$10.5K -102 -0.4%
EMCIP
273
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.44M +$8.75K +85 +0.4%
SOWAS
274
Silver Oak Wealth Advisors Services
California
$2.42M +$465K +4,521 +24%
MBT
275
Montecito Bank & Trust
California
$2.41M -$121K -1,180 -5%