We are live on ! Find out more
STIP icon

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
PWMG
326
Pinnacle Wealth Management Group
Michigan
$1.53M -$20.6K -200 -1%
VI
327
VanderPol Investments
Michigan
$1.52M +$134K +1,299 +10%
MTC
328
Matrix Trust Company
Colorado
$1.52M -$182K -1,760 -11%
Comerica Bank
329
Comerica Bank
Texas
$1.51M +$399K +3,869 +36%
SIP
330
Sellwood Investment Partners
Oregon
$1.51M +$106K +1,030 +8%
WAG
331
Wallace Advisory Group
California
$1.48M -$140K -1,358 -9%
DLCIG
332
D.L. Carlson Investment Group
New Hampshire
$1.48M +$1.47M +14,272 New
MFG
333
Mendota Financial Group
Wisconsin
$1.46M +$215K +2,088 +17%
XPN
334
XY Planning Network
Montana
$1.46M
SVWG
335
Shared Vision Wealth Group
United States
$1.44M +$384K +3,719 +36%
SWP
336
Sagespring Wealth Partners
Tennessee
$1.44M +$136K +1,321 +10%
VWA
337
VERITY Wealth Advisors
United States
$1.43M
FPB
338
First PREMIER Bank
South Dakota
$1.43M +$86.1K +835 +6%
BAMG
339
Brand Asset Management Group
Missouri
$1.43M +$1.42M +13,789 New
DWM
340
DecisionMap Wealth Management
Virginia
$1.42M +$60.5K +587 +4%
TC
341
TAGStone Capital
North Carolina
$1.39M +$41.4K +401 +3%
IFO
342
Independent Family Office
New York
$1.39M
EPIM
343
Evelyn Partners Investment Management
$1.36M +$6.7K +65 +0.5%
WT
344
Whittier Trust
California
$1.36M -$3.92K -38 -0.3%
FAIM
345
Financial Advocates Investment Management
Washington
$1.36M -$992K -9,622 -42%
EW
346
Evexia Wealth
Wisconsin
$1.36M +$72.1K +699 +6%
SWM
347
SigFig Wealth Management
California
$1.32M +$86.8K +842 +7%
RFN
348
RDA Financial Network
Iowa
$1.31M -$162K -1,566 -11%
SI
349
Stephens Inc
Arkansas
$1.31M +$320K +3,100 +32%
TVM
350
True Vision MN
Minnesota
$1.3M +$15.3K +148 +1%