We are live on ! Find out more
STIP icon

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
IWN
276
Independent Wealth Network
Iowa
$2.29M +$68.9K +672 +3%
AWA
277
Arete Wealth Advisors
Illinois
$2.28M +$276K +2,692 +14%
CA
278
Cambridge Associates
Massachusetts
$2.27M -$489K -4,766 -18%
EMCIP
279
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.27M -$133K -1,297 -6%
APW
280
Austin Private Wealth
Texas
$2.25M +$2.24M +21,826 New
VHAM
281
Van Hulzen Asset Management
California
$2.23M +$2.22M +21,666 New
OWA
282
One Wealth Advisors
California
$2.21M +$1.43M +13,965 +185%
BIA
283
Bell Investment Advisors
California
$2.21M +$6.46K +63 +0.3%
LFA
284
LifeGuide Financial Advisors
Pennsylvania
$2.17M -$147K -1,429 -6%
PFA
285
Portland Financial Advisors
New York
$2.14M +$32.4K +316 +2%
PFM
286
Phillips Financial Management
Indiana
$2.11M -$220K -2,145 -9%
Citigroup
287
Citigroup
New York
$2.08M +$28.4K +277 +1%
EWA
288
EQ Wealth Advisors
Texas
$2.01M +$1.53M +14,950 +324%
AWM
289
Alterna Wealth Management
Texas
$2.01M +$2M +19,514 New
FW
290
Fairway Wealth
Ohio
$1.99M -$6.77K -66 -0.3%
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$1.97M +$1.63M +15,848 +482%
SOWAS
292
Silver Oak Wealth Advisors Services
California
$1.97M +$304K +2,960 +18%
CAL
293
Capital Analysts LLC
Pennsylvania
$1.97M +$1.79M +17,475 +1,071%
FTA
294
Financial & Tax Architects
Missouri
$1.96M +$1.96M +19,066 New
IPAM
295
Investment Partners Asset Management
New Jersey
$1.96M +$55K +536 +3%
BFS
296
BridgePort Financial Solutions
Iowa
$1.91M -$109K -1,062 -5%
RC
297
Roundview Capital
New Jersey
$1.9M +$289K +2,819 +18%
CAG
298
Csenge Advisory Group
Florida
$1.9M +$303K +2,950 +19%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$1.9M -$59.6K -581 -3%
FA
300
Fermata Advisors
California
$1.87M +$197K +1,922 +12%

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.