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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
PTC
376
Private Trust Company
Ohio
$1.09M +$275K +2,676 +34%
SCA
377
Snowden Capital Advisors
New York
$1.07M +$184K +1,795 +21%
MAFA
378
MJT & Associates Financial Advisory
Minnesota
$1.07M +$1.07M +10,396 New
LWM
379
LongView Wealth Management
Georgia
$1.07M +$472K +4,600 +80%
SFS
380
Security Financial Services
Indiana
$1.05M +$1.05M +10,197 New
SVWG
381
Shared Vision Wealth Group
United States
$1.05M +$1.05M +10,200 New
NL
382
NWAM LLC
Washington
$1.04M +$22K +214 +2%
GJWM
383
Gilliland Jeter Wealth Management
Arkansas
$1.04M +$47.4K +462 +5%
JWM
384
JGP Wealth Management
Oregon
$1.02M +$568K +5,535 +126%
EWA
385
EP Wealth Advisors
California
$1.01M +$427K +4,166 +74%
CPP
386
Capasso Planning Partners
South Carolina
$999K -$135K -1,319 -12%
GJIA
387
Glass Jacobson Investment Advisors
Maryland
$993K -$294K -2,864 -23%
SI
388
Stephens Inc
Arkansas
$986K +$223K +2,177 +29%
PFS
389
Prospera Financial Services
Texas
$968K +$1.23K +12 +0.1%
LRPA
390
L. Roy Papp & Associates
Arizona
$967K
SA
391
Sovran Advisors
California
$954K +$435K +4,245 +84%
LSIA
392
LaSalle St. Investment Advisors
Illinois
$938K +$22.3K +217 +2%
Tudor Investment Corp
393
Tudor Investment Corp
Connecticut
$932K +$929K +9,059 New
ACM
394
Andina Capital Management
Utah
$928K +$925K +9,016 New
CWM
395
Collaborative Wealth Management
Florida
$923K +$920K +8,966 New
PWMG
396
Private Wealth Management Group
New Jersey
$903K -$821 -8 -0.1%
I
397
INVST
Indiana
$901K +$898K +8,751 New
NG
398
Norden Group
Utah
$895K +$197K +1,921 +28%
CCB
399
Country Club Bank
Missouri
$886K -$40.5K -395 -4%
CWP
400
Corepath Wealth Partners
Arizona
$885K -$148K -1,441 -14%

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.