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iShares 0-5 Year TIPS Bond ETF

765 hedge funds and large institutions have $10.5B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 206 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 206

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $9.92B → $10.5B (+$582M)

3.39% more ownership

Funds ownership: 77.87%81.26% (+3.4%)

1% more funds holding

Funds holding: 755765 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

Holders
765
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
10.04%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
76
Increased
394
Reduced
206
Closed
50
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
HH
426
Hilltop Holdings
Texas
$748K +$39.6K +384 +6%
RWM
427
Riverbend Wealth Management
South Carolina
$737K +$113K +1,094 +18%
NG
428
Norden Group
Utah
$728K -$171K -1,655 -19%
SFO
429
Stokes Family Office
Louisiana
$721K +$158K +1,534 +28%
CAG
430
Csenge Advisory Group
Florida
$720K -$1.19M -11,570 -62%
SWM
431
Selective Wealth Management
Virginia
$713K -$69.4K -673 -9%
RF
432
Robinswood Financial
Washington
$712K -$1.96K -19 -0.3%
IAS
433
Insigneo Advisory Services
Florida
$708K -$3.09K -30 -0.4%
MC
434
Middleton & Co
Massachusetts
$707K
AFA
435
Avant Financial Advisors
Texas
$704K +$162K +1,568 +30%
NWM
436
Northwest Wealth Management
Iowa
$704K -$25.2K -244 -3%
UAS
437
United Asset Strategies
New York
$704K +$619 +6 +0.1%
HCC
438
Hirtle Callaghan & Co
Pennsylvania
$700K
LWM
439
Liberty Wealth Management
California
$699K +$116K +1,125 +20%
EPW
440
Endeavor Private Wealth
Kansas
$680K +$38.3K +371 +6%
SFA
441
Sequoia Financial Advisors
Ohio
$675K -$119K -1,153 -15%
WCA
442
Westover Capital Advisors
Delaware
$673K -$29.5K -286 -4%
CCM
443
Cambridge Capital Management
Illinois
$667K +$91.4K +886 +16%
PFM
444
Potomac Fund Management
Florida
$666K -$2.27K -22 -0.3%
CA
445
Clune & Associates
Illinois
$663K +$25.4K +246 +4%
FNWA
446
Financial Network Wealth Advisors
Utah
$663K -$15K -145 -2%
LPAM
447
Lodestar Private Asset Management
California
$662K -$14.7K -143 -2%
BFG
448
Buttonwood Financial Group
Missouri
$656K -$45.4K -440 -6%
MWM
449
McNaughton Wealth Management
California
$647K +$142K +1,379 +28%
MFA
450
Mayflower Financial Advisors
Massachusetts
$645K +$46.1K +447 +8%