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iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
351
Patten Group
Tennessee
$1.31M +$59.7K +582 +5%
AAS
352
Ameritas Advisory Services
Nebraska
$1.31M -$724K -7,053 -36%
LRWM
353
Lord & Richards Wealth Management
Colorado
$1.3M +$188K +1,834 +17%
SWP
354
Sagespring Wealth Partners
Tennessee
$1.3M +$133K +1,294 +11%
TVM
355
True Vision MN
Minnesota
$1.28M +$1.28M +12,459 New
EW
356
Evexia Wealth
Wisconsin
$1.28M -$603K -5,881 -32%
KPWS
357
Kestra Private Wealth Services
Texas
$1.26M +$148K +1,443 +13%
CMMS
358
Comprehensive Money Management Services
Florida
$1.24M -$54.4K -530 -4%
MFG
359
Mendota Financial Group
Wisconsin
$1.24M +$447K +4,359 +57%
RGC
360
Roberts, Glore & Co
Illinois
$1.24M +$150K +1,460 +14%
BIM
361
Breakwater Investment Management
Washington
$1.24M
T
362
Tidemark
California
$1.23M
SWM
363
SigFig Wealth Management
California
$1.22M +$1.22M +11,906 New
WP
364
WealthShield Partners
North Carolina
$1.22M +$947K +9,232 +352%
MCA
365
Midwest Capital Advisors
Michigan
$1.22M +$1.21M +11,833 New
JWCA
366
J.W. Cole Advisors
Florida
$1.2M +$13.5K +132 +1%
PCG
367
Prosperity Consulting Group
Maryland
$1.16M -$923 -9 -0.1%
PFG
368
PAX Financial Group
Texas
$1.16M +$1.16M +11,309 New
BHWM
369
Bay Harbor Wealth Management
Maryland
$1.14M +$1.14M +11,090 New
CFMC
370
Curbstone Financial Management Corp
New Hampshire
$1.14M -$174K -1,700 -13%
RZH
371
Relyea Zuckerberg Hanson
Connecticut
$1.14M
SCA
372
Strathmore Capital Advisors
North Carolina
$1.13M +$1.13M +10,988 New
Comerica Bank
373
Comerica Bank
Texas
$1.1M +$243K +2,371 +28%
P
374
&Partners
Tennessee
$1.09M +$618K +6,029 +132%
FFN
375
Focus Financial Network
Minnesota
$1.09M +$212K +2,068 +24%

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.