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iShares 0-5 Year TIPS Bond ETF

757 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, 307 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 307 | 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 funds holding

Funds holding: 764757 (-7)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$113M)

Holders
757
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
9.21%
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
307
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
276
LifeGuide Financial Advisors
Pennsylvania
$2.41M +$254K +2,470 +12%
CA
277
CGN Advisors
Kansas
$2.38M +$367K +3,569 +18%
IP
278
Ignite Planners
California
$2.38M -$171K -1,659 -7%
EWA
279
EQ Wealth Advisors
Texas
$2.35M -$95.6K -929 -4%
TCM
280
Traub Capital Management
Massachusetts
$2.32M +$26.3K +255 +1%
VFO
281
Virtus Family Office
Texas
$2.3M +$245K +2,384 +12%
PFA
282
Portland Financial Advisors
New York
$2.26M +$49.8K +484 +2%
ARA
283
Approach Retirement Advisors
Alabama
$2.24M +$2.25M +21,883 New
PFM
284
Peak Financial Management
Massachusetts
$2.21M -$45.9K -446 -2%
LCM
285
Lazari Capital Management
California
$2.16M -$20.6K -200 -0.9%
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$2.11M -$24.9M -242,324 -92%
RC
287
Roundview Capital
New Jersey
$2.07M +$127K +1,234 +7%
IFO
288
Independent Family Office
New York
$2.05M +$687K +6,670 +50%
CL
289
Choreo LLC
Illinois
$2.05M -$635K -6,173 -24%
AWA
290
Arete Wealth Advisors
Illinois
$2.04M -$367K -3,563 -15%
FTA
291
Financial & Tax Architects
Missouri
$2.03M -$132K -1,283 -6%
FEG
292
Fund Evaluation Group
Ohio
$2M +$2.01M +19,514 New
SFC
293
Strategic Financial Concepts
Texas
$1.97M +$1.98M +19,217 New
SG
294
Sharper & Granite
California
$1.95M +$37.1K +360 +2%
2WWM
295
21 West Wealth Management
California
$1.94M +$237K +2,299 +14%
CPP
296
Capasso Planning Partners
South Carolina
$1.94M +$1.06M +10,344 +121%
LAA
297
Liberty Atlantic Advisors
Texas
$1.93M +$1.94M +18,868 New
EPIM
298
Evelyn Partners Investment Management
$1.93M +$581K +5,643 +43%
PFM
299
Phillips Financial Management
Indiana
$1.92M -$118K -1,149 -6%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$1.89M +$14.5K +141 +0.8%