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iShares 0-5 Year TIPS Bond ETF

656 hedge funds and large institutions have $8.88B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 281 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

621% more call options, than puts

Call options by funds: $310K | Put options by funds: $43K

100% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 45

39% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 202

16% more capital invested

Capital invested by funds: $7.64B → $8.88B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 624656 (+32)

3.41% more ownership

Funds ownership: 73.99%77.4% (+3.4%)

Holders
656
Holders Change
+32
Holders Change %
+5.13%
% of All Funds
8.8%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
90
Increased
281
Reduced
202
Closed
45
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Scotia Capital
Ontario, Canada
$578K -$222K -2,181 -28%
WP
402
Wealthspan Partners
Iowa
$575K -$2.55K -25 -0.4%
LAS
403
LWM Advisory Services
Florida
$571K +$2.75K +27 +0.5%
CPA
404
Cardiff Park Advisors
California
$571K +$611 +6 +0.1%
HH
405
Hilltop Holdings
Texas
$569K +$9.37K +92 +2%
RSF
406
Rik Saylor Financial
Ohio
$564K -$6.93K -68 -1%
FFA
407
Florida Financial Advisors
Florida
$548K +$151K +1,481 +39%
RF
408
RHS Financial
California
$543K -$90.6K -889 -14%
CA
409
CGN Advisors
Kansas
$541K -$38.6K -379 -7%
PFM
410
Potomac Fund Management
Florida
$535K -$83.2K -817 -14%
AI
411
Atria Investments
North Carolina
$533K +$141K +1,388 +37%
CIR
412
Clear Investment Research
Georgia
$533K +$917 +9 +0.2%
AFA
413
Avant Financial Advisors
Texas
$530K +$16.3K +160 +3%
LWM
414
Lodestone Wealth Management
Washington
$529K -$2.44K -24 -0.5%
JWCA
415
J.W. Coons Advisors
Ohio
$526K +$53K +520 +11%
IFG
416
Independent Financial Group
California
$524K +$57.2K +561 +12%
CA
417
Clearstead Advisors
Ohio
$523K
VAS
418
Vestmark Advisory Solutions
Massachusetts
$522K +$514K +5,048 New
SA
419
Sovran Advisors
California
$521K -$133K -1,304 -20%
EPAM
420
Evelyn Partners Asset Management
$521K -$97.2K -954 -16%
CCFM
421
Clear Creek Financial Management
Washington
$521K +$513K +5,031 New
CWP
422
Cyndeo Wealth Partners
Florida
$517K -$75.4K -740 -13%
LBC
423
Lowe Brockenbrough & Co
Virginia
$516K
FHA
424
Flagship Harbor Advisors
Massachusetts
$516K +$4.38K +43 +0.9%
OWP
425
Obermeyer Wealth Partners
Colorado
$514K -$103K -1,011 -17%