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iShares 0-5 Year TIPS Bond ETF

765 hedge funds and large institutions have $10.5B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 206 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 206

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $9.92B → $10.5B (+$582M)

3.39% more ownership

Funds ownership: 77.87%81.26% (+3.4%)

1% more funds holding

Funds holding: 755765 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

Holders
765
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
10.04%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
76
Increased
394
Reduced
206
Closed
50
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
SWP Financial
California
$1.96M +$107K +1,034 +6%
FA
302
Fermata Advisors
California
$1.96M +$82.7K +802 +4%
SG
303
Sharper & Granite
California
$1.93M +$94.4K +915 +5%
BNP Paribas Financial Markets
304
BNP Paribas Financial Markets
France
$1.9M +$163K +1,577 +9%
CWM
305
Collaborative Wealth Management
Florida
$1.9M +$974K +9,443 +105%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$1.89M -$18K -175 -0.9%
BFS
307
BridgePort Financial Solutions
Iowa
$1.89M -$27.6K -268 -1%
VPP
308
Vertex Planning Partners
Illinois
$1.85M +$1.35M +13,085 +272%
P
309
&Partners
Tennessee
$1.84M +$736K +7,136 +67%
TW
310
TritonPoint Wealth
Maryland
$1.8M +$46K +446 +3%
BAM
311
Belpointe Asset Management
Nevada
$1.8M +$297K +2,883 +20%
VAG
312
VisionPoint Advisory Group
Texas
$1.74M +$38.1K +369 +2%
HHRDM
313
H&H Retirement Design & Management
Nevada
$1.74M -$31.7K -307 -2%
HFA
314
High Falls Advisors
New York
$1.73M +$4.54K +44 +0.3%
2WWM
315
21 West Wealth Management
California
$1.72M +$104K +1,013 +6%
GSC
316
Ground Swell Capital
South Carolina
$1.69M +$1.69M +16,378 New
IA
317
Integrity Alliance
Iowa
$1.68M +$250K +2,420 +17%
Citigroup
318
Citigroup
New York
$1.66M -$428K -4,153 -21%
SP
319
Successful Portfolios
Florida
$1.65M +$71.4K +692 +5%
PP
320
Prosperity Planning
Missouri
$1.63M
SAW
321
Signal Advisors Wealth
Michigan
$1.63M -$2.21M -21,443 -58%
HIG
322
Heritage Investment Group
Florida
$1.62M +$84.6K +820 +6%
FA
323
Fedenia Advisers
Wisconsin
$1.56M -$16.7K -162 -1%
SFS
324
Sowell Financial Services
Arkansas
$1.55M +$159K +1,537 +11%
PWA
325
Prairie Wealth Advisors
Nebraska
$1.53M -$45.8K -444 -3%