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iShares 0-5 Year TIPS Bond ETF

644 hedge funds and large institutions have $8.86B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 276 increasing their positions, 199 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
8.75%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
88
Increased
276
Reduced
199
Closed
43
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
351
Allworth Financial
California
$792K +$60.7K +589 +8%
WT
352
Washington Trust
Rhode Island
$788K -$170K -1,642 -18%
OWA
353
One Wealth Advisors
California
$780K +$780K +7,543 New
MWM
354
Maripau Wealth Management
Indiana
$773K +$71.7K +693 +10%
SI
355
Stephens Inc
Arkansas
$766K +$131K +1,266 +21%
PCA
356
Prosperity Capital Advisors
Ohio
$764K -$298K -2,902 -28%
WA
357
Waverly Advisors
Alabama
$752K +$15.9K +154 +2%
SWP
358
Stratos Wealth Partners
Ohio
$738K +$526K +5,085 +248%
VCM
359
Virtue Capital Management
Tennessee
$734K +$192K +1,858 +35%
TSS
360
Two Sigma Securities
New York
$732K +$732K +7,079 New
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$732K -$143K -1,391 -16%
SFA
362
Sequoia Financial Advisors
Ohio
$731K +$136K +1,314 +23%
MC
363
Middleton & Co
Massachusetts
$708K
GT
364
Greenleaf Trust
Michigan
$705K -$1.19M -11,454 -63%
NG
365
Norden Group
Utah
$702K -$8.8K -85 -1%
HF
366
HRT Financial
New York
$695K +$695K +6,721 New
LPAM
367
Lodestar Private Asset Management
California
$695K +$8.28K +80 +1%
HNWA
368
Henrickson Nauta Wealth Advisors
Michigan
$682K -$31.1K -304 -4%
AWA
369
Aquire Wealth Advisors
Utah
$681K -$457K -4,414 -40%
AFAS
370
Acorn Financial Advisory Services
Virginia
$676K -$111K -1,076 -14%
BFG
371
Buttonwood Financial Group
Missouri
$671K +$671K +6,556 New
EAM
372
Empirical Asset Management
Massachusetts
$670K +$70.9K +685 +12%
IAS
373
Insigneo Advisory Services
Florida
$668K +$231K +2,230 +53%
IFA
374
Independence Financial Advisors
New Hampshire
$666K +$666K +6,436 New
UAS
375
United Asset Strategies
New York
$663K -$146K -1,407 -18%