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iShares 0-5 Year TIPS Bond ETF

644 hedge funds and large institutions have $8.86B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 276 increasing their positions, 199 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
8.75%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
88
Increased
276
Reduced
199
Closed
43
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
301
Glass Jacobson Investment Advisors
Maryland
$1.26M
PG
302
Patten Group
Tennessee
$1.25M +$418K +4,036 +50%
SFS
303
Sowell Financial Services
Arkansas
$1.25M +$133K +1,286 +12%
BIM
304
Breakwater Investment Management
Washington
$1.24M +$11.4K +110 +0.9%
T
305
Tidemark
California
$1.23M -$50K -483 -4%
MTC
306
Matrix Trust Company
Colorado
$1.21M +$934K +9,033 +344%
JWCA
307
J.W. Cole Advisors
Florida
$1.19M +$315K +3,043 +36%
PCG
308
Prosperity Consulting Group
Maryland
$1.17M -$173K -1,670 -13%
SWP
309
Sagespring Wealth Partners
Tennessee
$1.17M +$1.17M +11,300 New
RZH
310
Relyea Zuckerberg Hanson
Connecticut
$1.14M
CPP
311
Capasso Planning Partners
South Carolina
$1.14M -$111K -1,074 -9%
CHP
312
Cable Hill Partners
Oregon
$1.13M -$163K -1,578 -13%
OIA
313
OneDigital Investment Advisors
Kansas
$1.13M -$566K -5,474 -33%
LRWM
314
Lord & Richards Wealth Management
Colorado
$1.12M +$644K +6,219 +135%
KPWS
315
Kestra Private Wealth Services
Texas
$1.12M -$358K -3,459 -24%
RGC
316
Roberts, Glore & Co
Illinois
$1.09M +$242K +2,340 +28%
TVAMP
317
Tennessee Valley Asset Management Partners
Tennessee
$1.09M +$1.09M +10,503 New
CWP
318
Corepath Wealth Partners
Arizona
$1.04M -$178K -1,733 -15%
NL
319
NWAM LLC
Washington
$1.03M -$32.2K -311 -3%
FIM
320
Freedom Investment Management
Connecticut
$1M +$121K +1,165 +14%
GJWM
321
Gilliland Jeter Wealth Management
Arkansas
$997K +$103 +1 +0%
LRPA
322
L. Roy Papp & Associates
Arizona
$973K
PFS
323
Prospera Financial Services
Texas
$972K +$623K +6,021 +178%
CCB
324
Country Club Bank
Missouri
$932K +$24.3K +235 +3%
JPLA
325
Joseph P. Lucia & Associates
New York
$929K -$10.3K -100 -1%