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iShares 0-5 Year TIPS Bond ETF

758 hedge funds and large institutions have $11.9B invested in iShares 0-5 Year TIPS Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 328 increasing their positions, 239 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 239

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

16% more funds holding in top 10

Funds holding in top 10: 6373 (+10)

15% more capital invested

Capital invested by funds: $10.4B → $11.9B (+$1.52B)

0.94% more ownership

Funds ownership: 81.33%82.27% (+0.94%)

0% more funds holding

Funds holding: 758758 (0)

Holders
758
Holders Change
Holders Change %
0%
% of All Funds
9.33%
Holding in Top 10
73
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.87%
% of All Funds
0.9%
New
92
Increased
328
Reduced
239
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEC
301
Blue Edge Capital
Virginia
$1.98M +$649K +6,300 +49%
AO
302
Advisor OS
Illinois
$1.98M +$1.97M +19,103 New
FA
303
Fermata Advisors
California
$1.98M +$240K +2,329 +14%
CPP
304
Capasso Planning Partners
South Carolina
$1.96M +$1.85K +18 +0.1%
HIG
305
Heritage Investment Group
Florida
$1.96M +$106K +1,027 +6%
EPIM
306
Evelyn Partners Investment Management
$1.95M
AF
307
Amara Financial
California
$1.91M -$952K -9,245 -33%
HH
308
Hilltop Holdings
Texas
$1.91M +$1.35M +13,104 +244%
CL
309
Choreo LLC
Illinois
$1.91M -$157K -1,525 -8%
WT
310
Whittier Trust
California
$1.91M +$541K +5,250 +40%
MFG
311
Mendota Financial Group
Wisconsin
$1.9M +$50K +486 +3%
Citigroup
312
Citigroup
New York
$1.9M +$173K +1,677 +10%
SG
313
Sharper & Granite
California
$1.89M -$71.1K -691 -4%
2WWM
314
21 West Wealth Management
California
$1.88M -$72.7K -706 -4%
VFO
315
Virtus Family Office
Texas
$1.88M -$433K -4,208 -19%
Envestnet Portfolio Solutions
316
Envestnet Portfolio Solutions
Illinois
$1.85M -$276K -2,679 -13%
AFA
317
Arlington Financial Advisors
California
$1.82M -$3.74M -36,370 -67%
HHRDM
318
H&H Retirement Design & Management
Nevada
$1.81M +$14.2K +138 +0.8%
WA
319
Winter & Associates
Minnesota
$1.79M +$653K +6,343 +58%
BFS
320
BridgePort Financial Solutions
Iowa
$1.77M -$49.2K -478 -3%
GC
321
Guidance Capital
Kentucky
$1.74M +$1.37M +13,292 +374%
PIA
322
Perennial Investment Advisors
California
$1.74M -$1.5M -14,556 -46%
VH
323
Visionary Horizons
Tennessee
$1.71M +$1.02M +9,936 +150%
MWM
324
McCartney Wealth Management
Missouri
$1.7M +$33.3K +323 +2%
RGC
325
Roberts, Glore & Co
Illinois
$1.65M +$60.2K +585 +4%

STIP Hedge Fund Activity: Q1 2026 in Review

758 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2026, worth a combined $11.9B — up 15% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new STIP positions and 73 closed out — a net gain of 19 holders — while 328 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was Fidelity Investments, cutting an estimated $217M.

  • 758 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $11.9B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 92 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2026 and 73 closed out, a net change of +19 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2026 was BlackRock, an estimated $1.25B added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2026 was Fidelity Investments, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.