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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
SWP
401
Stratos Wealth Partners
Ohio
$829K -$158K -1,533 -16%
TFP
402
Townsend Financial Planning
Kentucky
$811K +$815K +7,918 New
RWM
403
Riverbend Wealth Management
South Carolina
$808K +$78.8K +765 +11%
FNBOO
404
First National Bank of Omaha
Nebraska
$806K +$810K +7,871 New
LSIA
405
LaSalle St. Investment Advisors
Illinois
$806K -$41.5K -403 -5%
AFAS
406
Acorn Financial Advisory Services
Virginia
$804K +$8.96K +87 +1%
CNTOF
407
Canandaigua National Trust of Florida
New York
$796K -$721 -7 -0.1%
PTC
408
Private Trust Company
Ohio
$792K -$481K -4,670 -38%
AF
409
Allworth Financial
California
$766K -$66K -641 -8%
AWM
410
Alterna Wealth Management
Texas
$766K -$1.42M -13,813 -65%
HIM
411
Hanlon Investment Management
New Jersey
$763K -$85.1K -827 -10%
SF
412
Summit Financial
New Jersey
$755K -$1.44K -14 -0.2%
GJIA
413
Glass Jacobson Investment Advisors
Maryland
$752K -$48.2K -468 -6%
PCG
414
Prosperity Consulting Group
Maryland
$745K -$177K -1,717 -19%
SA
415
Sovran Advisors
California
$734K -$410K -3,984 -36%
WA
416
Waverly Advisors
Alabama
$720K -$23.7K -230 -3%
CCM
417
Cambridge Capital Management
Illinois
$718K +$58K +563 +9%
JPLA
418
Joseph P. Lucia & Associates
New York
$708K -$128K -1,245 -15%
AFA
419
Avant Financial Advisors
Texas
$706K +$8.65K +84 +1%
FNWA
420
Financial Network Wealth Advisors
Utah
$702K +$45.7K +444 +7%
OWA
421
One Wealth Advisors
California
$698K -$1.66M -16,090 -70%
ACM
422
Andina Capital Management
Utah
$697K -$139K -1,350 -17%
PG
423
Patten Group
Tennessee
$694K -$1.39M -13,480 -67%
HCC
424
Hirtle Callaghan & Co
Pennsylvania
$694K
AWM
425
AE Wealth Management
Kansas
$692K -$2.56M -24,877 -79%