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iShares 0-5 Year TIPS Bond ETF

758 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 104 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)

7% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.33% (+0.07%)

1% less funds holding

Funds holding: 764758 (-6)

1% less capital invested

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

Holders
758
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
9.22%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
104
Increased
307
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
326
Rathbones Group
United Kingdom
$1.53M +$641K +6,224 +71%
MTC
327
Matrix Trust Company
Colorado
$1.53M +$23.7K +230 +2%
BGWM
328
Bridge Generations Wealth Management
Florida
$1.52M +$1.19M +11,554 +346%
DWM
329
DecisionMap Wealth Management
Virginia
$1.51M +$108K +1,047 +8%
PWA
330
Prairie Wealth Advisors
Nebraska
$1.5M -$1.53M -14,844 Closed
KPWS
331
Kestra Private Wealth Services
Texas
$1.5M +$306K +2,968 +25%
MA
332
Montag & Associates
Georgia
$1.48M +$1.49M +14,498 New
FPAS
333
Focus Partners Advisor Solutions
Missouri
$1.47M -$847K -8,226 -36%
VI
334
VanderPol Investments
Michigan
$1.47M -$36.5K -355 -2%
VCM
335
Virtue Capital Management
Tennessee
$1.44M -$2.98M -28,962 -67%
TWP
336
Tyche Wealth Partners
Texas
$1.43M +$144K +1,401 +11%
VWA
337
VERITY Wealth Advisors
United States
$1.42M
GRP
338
Global Retirement Partners
California
$1.38M -$574K -5,576 -29%
P
339
&Partners
Tennessee
$1.36M -$431K -4,189 -24%
WT
340
Whittier Trust
California
$1.35M
CPA
341
Cardiff Park Advisors
California
$1.35M +$106K +1,034 +8%
PWMG
342
Pinnacle Wealth Management Group
Michigan
$1.33M -$183K -1,773 -12%
JWM
343
JGP Wealth Management
Oregon
$1.33M +$305K +2,960 +30%
BAMG
344
Brand Asset Management Group
Missouri
$1.32M -$88K -855 -6%
BEC
345
Blue Edge Capital
Virginia
$1.32M +$832K +8,085 +169%
RFN
346
RDA Financial Network
Iowa
$1.3M +$515 +5 +0%
VAS
347
Vestmark Advisory Solutions
Massachusetts
$1.3M +$292K +2,841 +29%
XPN
348
XY Planning Network
Montana
$1.29M -$158K -1,532 -11%
CMMS
349
Comprehensive Money Management Services
Florida
$1.25M
WAG
350
Wallace Advisory Group
California
$1.25M -$225K -2,188 -15%