We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
SWP Financial
California
$1.85M +$1.84M +17,944 New
SG
302
Sharper & Granite
California
$1.82M +$64.6K +630 +4%
GRP
303
Global Retirement Partners
California
$1.81M +$1.81M +17,601 New
CCFM
304
Clear Creek Financial Management
Washington
$1.8M +$1.28M +12,457 +248%
TCM
305
Traub Capital Management
Massachusetts
$1.8M +$1.79M +17,478 New
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$1.79M +$53.1K +518 +3%
HHRDM
307
H&H Retirement Design & Management
Nevada
$1.77M +$148K +1,442 +9%
TW
308
TritonPoint Wealth
Maryland
$1.75M +$23.6K +230 +1%
BNP Paribas Financial Markets
309
BNP Paribas Financial Markets
France
$1.73M +$1.73M +16,834 New
HFA
310
High Falls Advisors
New York
$1.72M +$1.49M +14,507 +665%
MTC
311
Matrix Trust Company
Colorado
$1.7M +$494K +4,818 +41%
VAG
312
VisionPoint Advisory Group
Texas
$1.7M +$1.69M +16,472 New
BWM
313
Brown Wealth Management
Illinois
$1.66M -$38.5K -375 -2%
HAS
314
HBW Advisory Services
California
$1.65M -$280K -2,725 -15%
WAG
315
Wallace Advisory Group
California
$1.63M -$86.5K -843 -5%
PP
316
Prosperity Planning
Missouri
$1.62M
RG
317
Rathbones Group
United Kingdom
$1.61M +$699K +6,817 +77%
2WWM
318
21 West Wealth Management
California
$1.61M +$1.6M +15,614 New
PWA
319
Prairie Wealth Advisors
Nebraska
$1.57M -$2.46K -24 -0.2%
SP
320
Successful Portfolios
Florida
$1.57M +$12.4K +121 +0.8%
FA
321
Fedenia Advisers
Wisconsin
$1.57M +$1.05M +10,254 +206%
IWA
322
Icon Wealth Advisors
Texas
$1.55M +$1.31M +12,773 +570%
PWMG
323
Pinnacle Wealth Management Group
Michigan
$1.54M -$109K -1,064 -7%
CCM
324
Coldstream Capital Management
Washington
$1.54M +$1.08M +10,517 +239%
HIG
325
Heritage Investment Group
Florida
$1.53M +$49.7K +484 +3%

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.