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iShares 0-5 Year TIPS Bond ETF

740 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 155 funds opening new positions, 345 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+96
Holders Change %
+14.91%
% of All Funds
9.92%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.8%
New
155
Increased
345
Reduced
168
Closed
46
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
EMCIP
276
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.27M -$133K -1,297 -6%
APW
277
Austin Private Wealth
Texas
$2.25M +$2.25M +21,826 New
VHAM
278
Van Hulzen Asset Management
California
$2.23M +$2.23M +21,666 New
OWA
279
One Wealth Advisors
California
$2.21M +$1.44M +13,965 +185%
BIA
280
Bell Investment Advisors
California
$2.21M +$6.48K +63 +0.3%
LFA
281
LifeGuide Financial Advisors
Pennsylvania
$2.17M -$147K -1,429 -6%
PFA
282
Portland Financial Advisors
New York
$2.14M +$32.5K +316 +2%
PFM
283
Phillips Financial Management
Indiana
$2.11M -$221K -2,145 -9%
Citigroup
284
Citigroup
New York
$2.08M +$28.5K +277 +1%
EWA
285
EQ Wealth Advisors
Texas
$2.01M +$1.54M +14,950 +324%
AWM
286
Alterna Wealth Management
Texas
$2.01M +$2.01M +19,514 New
FW
287
Fairway Wealth
Ohio
$1.99M -$6.79K -66 -0.3%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$1.97M +$1.63M +15,848 +482%
SOWAS
289
Silver Oak Wealth Advisors Services
California
$1.97M +$305K +2,960 +18%
CAL
290
Capital Analysts LLC
Pennsylvania
$1.97M +$1.8M +17,475 +1,071%
FTA
291
Financial & Tax Architects
Missouri
$1.96M +$1.96M +19,066 New
IPAM
292
Investment Partners Asset Management
New Jersey
$1.96M +$55.2K +536 +3%
BFS
293
BridgePort Financial Solutions
Iowa
$1.91M -$109K -1,062 -5%
RC
294
Roundview Capital
New Jersey
$1.9M +$290K +2,819 +18%
CAG
295
Csenge Advisory Group
Florida
$1.9M +$303K +2,950 +19%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$1.9M -$59.8K -581 -3%
FA
297
Fermata Advisors
California
$1.87M +$198K +1,922 +12%
SF
298
SWP Financial
California
$1.85M +$1.85M +17,944 New
SG
299
Sharper & Granite
California
$1.82M +$64.6K +630 +4%
GRP
300
Global Retirement Partners
California
$1.81M +$1.81M +17,601 New