STIP icon

iShares 0-5 Year TIPS Bond ETF

741 hedge funds and large institutions have $9.89B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 345 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+97
Holders Change %
+15.06%
% of All Funds
9.93%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.8%
New
156
Increased
345
Reduced
168
Closed
46
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
LRWM
351
Lord & Richards Wealth Management
Colorado
$1.3M +$189K +1,834 +17%
SWP
352
Sagespring Wealth Partners
Tennessee
$1.3M +$133K +1,294 +11%
TVM
353
True Vision MN
Minnesota
$1.28M +$1.28M +12,459 New
EW
354
Evexia Wealth
Wisconsin
$1.28M -$605K -5,881 -32%
KPWS
355
Kestra Private Wealth Services
Texas
$1.26M +$148K +1,443 +13%
CMMS
356
Comprehensive Money Management Services
Florida
$1.24M -$54.5K -530 -4%
MFG
357
Mendota Financial Group
Wisconsin
$1.24M +$449K +4,359 +57%
RGC
358
Roberts, Glore & Co
Illinois
$1.24M +$150K +1,460 +14%
BIM
359
Breakwater Investment Management
Washington
$1.24M
T
360
Tidemark
California
$1.23M
SWM
361
SigFig Wealth Management
California
$1.22M +$1.22M +11,906 New
WP
362
WealthShield Partners
North Carolina
$1.22M +$950K +9,232 +352%
MCA
363
Midwest Capital Advisors
Michigan
$1.22M +$1.22M +11,833 New
JWCA
364
J.W. Cole Advisors
Florida
$1.2M +$13.6K +132 +1%
PCG
365
Prosperity Consulting Group
Maryland
$1.16M -$926 -9 -0.1%
PFG
366
PAX Financial Group
Texas
$1.16M +$1.16M +11,309 New
BHWM
367
Bay Harbor Wealth Management
Maryland
$1.14M +$1.14M +11,090 New
CFMC
368
Curbstone Financial Management Corp
New Hampshire
$1.14M -$175K -1,700 -13%
RZH
369
Relyea Zuckerberg Hanson
Connecticut
$1.14M
SCA
370
Strathmore Capital Advisors
North Carolina
$1.13M +$1.13M +10,988 New
Comerica Bank
371
Comerica Bank
Texas
$1.1M +$244K +2,371 +28%
P
372
&Partners
Tennessee
$1.09M +$622K +6,029 +132%
FFN
373
Focus Financial Network
Minnesota
$1.09M +$213K +2,068 +24%
PTC
374
Private Trust Company
Ohio
$1.09M +$275K +2,676 +34%
SCA
375
Snowden Capital Advisors
New York
$1.07M +$185K +1,795 +21%