STIP icon

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 %
GRP
301
Global Retirement Partners
California
$1.81M +$1.81M +17,601 New
CCFM
302
Clear Creek Financial Management
Washington
$1.8M +$1.28M +12,457 +248%
TCM
303
Traub Capital Management
Massachusetts
$1.8M +$1.8M +17,478 New
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$1.79M +$53.3K +518 +3%
HHRDM
305
H&H Retirement Design & Management
Nevada
$1.77M +$149K +1,442 +9%
TW
306
TritonPoint Wealth
Maryland
$1.75M +$23.7K +230 +1%
BNP Paribas Financial Markets
307
BNP Paribas Financial Markets
France
$1.73M +$1.73M +16,834 New
HFA
308
High Falls Advisors
New York
$1.72M +$1.49M +14,507 +665%
MTC
309
Matrix Trust Company
Colorado
$1.7M +$496K +4,818 +41%
VAG
310
VisionPoint Advisory Group
Texas
$1.7M +$1.7M +16,472 New
BWM
311
Brown Wealth Management
Illinois
$1.66M -$38.6K -375 -2%
HAS
312
HBW Advisory Services
California
$1.65M -$280K -2,725 -15%
WAG
313
Wallace Advisory Group
California
$1.63M -$87.2K -843 -5%
PP
314
Prosperity Planning
Missouri
$1.62M -$1.67M
RG
315
Rathbones Group
United Kingdom
$1.61M +$702K +6,817 +77%
2WWM
316
21 West Wealth Management
California
$1.61M +$1.61M +15,614 New
PWA
317
Prairie Wealth Advisors
Nebraska
$1.57M -$2.47K -24 -0.2%
SP
318
Successful Portfolios
Florida
$1.57M +$12.5K +121 +0.8%
FA
319
Fedenia Advisers
Wisconsin
$1.57M +$1.06M +10,254 +206%
IWA
320
Icon Wealth Advisors
Texas
$1.55M +$1.31M +12,773 +570%
PWMG
321
Pinnacle Wealth Management Group
Michigan
$1.54M -$109K -1,064 -7%
CCM
322
Coldstream Capital Management
Washington
$1.54M +$1.08M +10,517 +239%
HIG
323
Heritage Investment Group
Florida
$1.53M +$49.8K +484 +3%
TSS
324
Two Sigma Securities
New York
$1.53M +$804K +7,810 +110%
CFG
325
Carr Financial Group
Massachusetts
$1.5M +$51.4K +499 +4%