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iShares 0-5 Year TIPS Bond ETF

765 hedge funds and large institutions have $10.5B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 206 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 206

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $9.92B → $10.5B (+$582M)

3.39% more ownership

Funds ownership: 77.87%81.26% (+3.4%)

1% more funds holding

Funds holding: 755765 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

Holders
765
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
10.04%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
76
Increased
394
Reduced
206
Closed
50
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
276
Van Hulzen Asset Management
California
$2.41M +$172K +1,666 +8%
OWA
277
One Wealth Advisors
California
$2.37M +$144K +1,397 +6%
CCM
278
Coldstream Capital Management
Washington
$2.36M +$820K +7,951 +53%
IWN
279
Independent Wealth Network
Iowa
$2.33M +$34.7K +336 +2%
FPAS
280
Focus Partners Advisor Solutions
Missouri
$2.32M +$944K +9,156 +68%
TCM
281
Traub Capital Management
Massachusetts
$2.31M +$507K +4,914 +28%
FW
282
Fairway Wealth
Ohio
$2.3M +$310K +3,008 +16%
BIA
283
Bell Investment Advisors
California
$2.29M +$79.1K +767 +4%
PFM
284
Peak Financial Management
Massachusetts
$2.27M -$209K -2,031 -8%
APW
285
Austin Private Wealth
Texas
$2.26M +$2.99K +29 +0.1%
PFA
286
Portland Financial Advisors
New York
$2.24M +$89.2K +865 +4%
AWM
287
Alterna Wealth Management
Texas
$2.2M +$184K +1,781 +9%
LCM
288
Lazari Capital Management
California
$2.2M -$111K -1,074 -5%
CAL
289
Capital Analysts LLC
Pennsylvania
$2.19M +$217K +2,106 +11%
FTA
290
Financial & Tax Architects
Missouri
$2.18M +$210K +2,033 +11%
LFA
291
LifeGuide Financial Advisors
Pennsylvania
$2.16M -$516 -5 -0%
PG
292
Patten Group
Tennessee
$2.09M +$780K +7,564 +60%
VFO
293
Virtus Family Office
Texas
$2.07M +$672K +6,519 +48%
PFM
294
Phillips Financial Management
Indiana
$2.06M -$56.5K -548 -3%
CA
295
CGN Advisors
Kansas
$2.04M +$590K +5,721 +41%
IPAM
296
Investment Partners Asset Management
New Jersey
$2.03M +$57.2K +555 +3%
RL
297
Retireful LLC
Michigan
$2.02M -$304K -2,952 -13%
SOWAS
298
Silver Oak Wealth Advisors Services
California
$1.98M
GRP
299
Global Retirement Partners
California
$1.97M +$149K +1,442 +8%
RC
300
Roundview Capital
New Jersey
$1.96M +$49.2K +477 +3%