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iShares 0-5 Year TIPS Bond ETF

757 hedge funds and large institutions have $10.4B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 307 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 265

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.32% (+0.07%)

1% less funds holding

Funds holding: 764757 (-7)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$113M)

Holders
757
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
9.21%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
103
Increased
307
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
301
Stephens Inc
Arkansas
$1.86M +$566K +5,500 +43%
TP
302
TritonPoint Partners
Maryland
$1.86M +$1.87M +18,171 New
SAW
303
Signal Advisors Wealth
Michigan
$1.84M +$226K +2,200 +14%
MFG
304
Mendota Financial Group
Wisconsin
$1.83M +$387K +3,764 +27%
HIG
305
Heritage Investment Group
Florida
$1.83M +$225K +2,190 +14%
VWM
306
Vigilare Wealth Management
Arizona
$1.83M -$3.88M -37,656 -68%
BW
307
Balance Wealth
Ohio
$1.82M -$1.62M -15,724 -47%
PAS
308
Park Avenue Securities
New York
$1.81M -$14.2M -137,521 -89%
BFS
309
BridgePort Financial Solutions
Iowa
$1.8M -$69.2K -672 -4%
HHRDM
310
H&H Retirement Design & Management
Nevada
$1.78M +$45.7K +444 +3%
SPWM
311
Spartan Planning & Wealth Management
North Carolina
$1.78M -$792K -7,697 -31%
TC
312
TAGStone Capital
North Carolina
$1.74M +$368K +3,572 +27%
SIP
313
Sellwood Investment Partners
Oregon
$1.72M +$230K +2,232 +15%
FA
314
Fermata Advisors
California
$1.72M -$223K -2,170 -11%
Citigroup
315
Citigroup
New York
$1.71M +$62.7K +609 +4%
BAM
316
Belpointe Asset Management
Nevada
$1.7M -$75.5K -733 -4%
MWM
317
McCartney Wealth Management
Missouri
$1.65M +$1.66M +16,147 New
SP
318
Successful Portfolios
Florida
$1.63M -$7.93K -77 -0.5%
PP
319
Prosperity Planning
Missouri
$1.61M
AI
320
Atria Investments
North Carolina
$1.6M -$1.01M -9,789 -39%
CAL
321
Capital Analysts LLC
Pennsylvania
$1.59M -$580K -5,636 -27%
LWPC
322
Legacy Wealth Partners (Colorado)
Colorado
$1.59M +$1.6M +15,512 New
RGC
323
Roberts, Glore & Co
Illinois
$1.57M +$325K +3,154 +26%
SFS
324
Sowell Financial Services
Arkansas
$1.55M +$21K +204 +1%
UCFA
325
United Capital Financial Advisors
Texas
$1.54M -$11.5M -111,320 -88%