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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 %
CA
276
Cambridge Associates
Massachusetts
$2.27M -$490K -4,766 -18%
EMCIP
277
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.27M -$133K -1,297 -6%
APW
278
Austin Private Wealth
Texas
$2.25M +$2.25M +21,826 New
VHAM
279
Van Hulzen Asset Management
California
$2.23M +$2.23M +21,666 New
OWA
280
One Wealth Advisors
California
$2.21M +$1.44M +13,965 +185%
BIA
281
Bell Investment Advisors
California
$2.21M +$6.48K +63 +0.3%
LFA
282
LifeGuide Financial Advisors
Pennsylvania
$2.17M -$147K -1,429 -6%
PFA
283
Portland Financial Advisors
New York
$2.14M +$32.5K +316 +2%
PFM
284
Phillips Financial Management
Indiana
$2.11M -$221K -2,145 -9%
Citigroup
285
Citigroup
New York
$2.08M +$28.5K +277 +1%
EWA
286
EQ Wealth Advisors
Texas
$2.01M +$1.54M +14,950 +324%
AWM
287
Alterna Wealth Management
Texas
$2.01M +$2.01M +19,514 New
FW
288
Fairway Wealth
Ohio
$1.99M -$6.79K -66 -0.3%
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$1.97M +$1.63M +15,848 +482%
SOWAS
290
Silver Oak Wealth Advisors Services
California
$1.97M +$305K +2,960 +18%
CAL
291
Capital Analysts LLC
Pennsylvania
$1.97M +$1.8M +17,475 +1,071%
FTA
292
Financial & Tax Architects
Missouri
$1.96M +$1.96M +19,066 New
IPAM
293
Investment Partners Asset Management
New Jersey
$1.96M +$55.2K +536 +3%
BFS
294
BridgePort Financial Solutions
Iowa
$1.91M -$109K -1,062 -5%
RC
295
Roundview Capital
New Jersey
$1.9M +$290K +2,819 +18%
CAG
296
Csenge Advisory Group
Florida
$1.9M +$303K +2,950 +19%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$1.9M -$59.8K -581 -3%
FA
298
Fermata Advisors
California
$1.87M +$198K +1,922 +12%
SF
299
SWP Financial
California
$1.85M +$1.85M +17,944 New
SG
300
Sharper & Granite
California
$1.82M +$64.6K +630 +4%