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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
SCA
376
Strathmore Capital Advisors
North Carolina
$1.01M -$38.6K -375 -4%
GJWM
377
Gilliland Jeter Wealth Management
Arkansas
$1.01M -$31.9K -310 -3%
VAG
378
VisionPoint Advisory Group
Texas
$1.01M -$716K -6,953 -41%
HNWA
379
Henrickson Nauta Wealth Advisors
Michigan
$1.01M +$498K +4,836 +96%
MIH
380
Meitav Investment House
Israel
$1.01M +$117K +1,133 +13%
NAS
381
NWF Advisory Services
California
$1M +$103 +1 +0%
PIMG
382
Patriot Investment Management Group
Tennessee
$964K +$162K +1,569 +20%
LRPA
383
L. Roy Papp & Associates
Arizona
$962K
SAI
384
Savvy Advisors Inc
New York
$936K +$112K +1,085 +13%
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$929K +$168K +1,632 +22%
EW
386
Evexia Wealth
Wisconsin
$922K -$423K -4,109 -31%
CFM
387
Cornerstone Financial Management
Massachusetts
$918K +$923K +8,969 New
PFS
388
Prospera Financial Services
Texas
$912K -$63.5K -617 -6%
OAG
389
Oakmont Advisory Group
New Mexico
$906K +$911K +8,849 New
PWMG
390
Private Wealth Management Group
New Jersey
$904K +$2.57K +25 +0.3%
FPB
391
First PREMIER Bank
South Dakota
$903K -$517K -5,021 -36%
EPAM
392
Evelyn Partners Asset Management
$903K +$79.5K +772 +10%
FIA
393
Foundations Investment Advisors
Arizona
$902K -$5.29M -51,408 -85%
TWA
394
TCI Wealth Advisors
Arizona
$891K +$896K +8,703 New
WWG
395
West Wealth Group
California
$879K +$64.5K +627 +8%
EAM
396
Empirical Asset Management
Massachusetts
$877K -$67.9K -660 -7%
BPW
397
BlueDoor Private Wealth
Massachusetts
$876K +$881K +8,556 New
LA
398
Latitude Advisors
Florida
$875K +$56.2K +546 +7%
TCK
399
Topor & Co Korea
$854K +$858K +8,338 New
PGAM
400
Princeton Global Asset Management
New Jersey
$843K +$2.68K +26 +0.3%