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iShares 0-5 Year TIPS Bond ETF

758 hedge funds and large institutions have $11.9B invested in iShares 0-5 Year TIPS Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 328 increasing their positions, 239 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 239

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

16% more funds holding in top 10

Funds holding in top 10: 6373 (+10)

15% more capital invested

Capital invested by funds: $10.4B → $11.9B (+$1.52B)

0.94% more ownership

Funds ownership: 81.33%82.27% (+0.94%)

0% more funds holding

Funds holding: 758758 (0)

Holders
758
Holders Change
Holders Change %
0%
% of All Funds
9.33%
Holding in Top 10
73
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.87%
% of All Funds
0.9%
New
92
Increased
328
Reduced
239
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
326
Intentional Wealth Strategies
Colorado
$1.65M +$1.64M +15,947 New
TC
327
TAGStone Capital
North Carolina
$1.65M -$111K -1,076 -6%
SP
328
Successful Portfolios
Florida
$1.63M -$13.4K -130 -0.8%
FA
329
Fedenia Advisers
Wisconsin
$1.62M +$1.1M +10,694 +214%
PP
330
Prosperity Planning
Missouri
$1.62M
MA
331
Montag & Associates
Georgia
$1.61M +$115K +1,115 +8%
SFS
332
Sowell Financial Services
Arkansas
$1.61M +$42.2K +410 +3%
TI
333
Tidal Investments
Wisconsin
$1.52M +$1.51M +14,705 New
PFM
334
Phillips Financial Management
Indiana
$1.5M -$434K -4,217 -22%
PWA
335
Prairie Wealth Advisors
Nebraska
$1.5M
KPWS
336
Kestra Private Wealth Services
Texas
$1.5M -$18.9K -184 -1%
TWP
337
Tyche Wealth Partners
Texas
$1.49M +$45.2K +439 +3%
TVAMP
338
Tennessee Valley Asset Management Partners
Tennessee
$1.48M +$407K +3,956 +38%
RI
339
Ridgewood Investments
New Jersey
$1.47M +$1.46M +14,190 New
EP
340
Edgestream Partners
New Jersey
$1.45M +$1.44M +13,974 New
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$1.44M +$1.27M +12,298 +763%
VWA
342
VERITY Wealth Advisors
United States
$1.43M
SWM
343
Scissortail Wealth Management
Oklahoma
$1.42M +$1.41M +13,695 New
TH
344
Transmarket Holdings
Illinois
$1.39M +$1.39M +13,485 New
RG
345
Rathbones Group
United Kingdom
$1.39M -$154K -1,492 -10%
HMS
346
Hanseatic Management Services
New Mexico
$1.39M +$1.38M +13,442 New
CPA
347
Cardiff Park Advisors
California
$1.37M
VPP
348
Vertex Planning Partners
Illinois
$1.35M +$820K +7,964 +156%
GWP
349
Gateway Wealth Partners
Wisconsin
$1.34M +$692K +6,725 +109%
RFN
350
RDA Financial Network
Iowa
$1.33M +$14.6K +142 +1%

STIP Hedge Fund Activity: Q1 2026 in Review

758 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2026, worth a combined $11.9B — up 15% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new STIP positions and 73 closed out — a net gain of 19 holders — while 328 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was Fidelity Investments, cutting an estimated $217M.

  • 758 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $11.9B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 92 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2026 and 73 closed out, a net change of +19 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2026 was BlackRock, an estimated $1.25B added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2026 was Fidelity Investments, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.