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iShares 0-5 Year TIPS Bond ETF

644 hedge funds and large institutions have $8.86B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 276 increasing their positions, 199 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
8.75%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
88
Increased
276
Reduced
199
Closed
43
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
451
Diversify Wealth Management
Utah
$416K -$95.5K -923 -19%
DIM
452
Delta Investment Management
California
$414K +$310 +3 +0.1%
VCA
453
Verdence Capital Advisors
Maryland
$413K +$45.6K +441 +12%
MFA
454
Mayflower Financial Advisors
Massachusetts
$411K +$105K +1,019 +34%
GWM
455
Grand Wealth Management
Michigan
$405K -$100K -966 -20%
SFG
456
Sovereign Financial Group
Connecticut
$404K -$25.7K -248 -6%
TDWM
457
Topel & Distasi Wealth Management
California
$400K -$268K -2,591 -40%
ECML
458
Eagle Capital Management (Louisiana)
Louisiana
$394K
NC
459
Napatree Capital
Rhode Island
$392K
CI
460
CacheTech Inc
Utah
$390K +$10.6K +102 +3%
AWM
461
Adams Wealth Management
Utah
$390K +$10.6K +102 +3%
EWM
462
Echo Wealth Management
Minnesota
$381K +$69.1K +668 +22%
KBFS
463
Kohmann Bosshard Financial Services
Ohio
$372K +$723 +7 +0.2%
AIP
464
Ameritas Investment Partners
Nebraska
$368K -$2.9K -28 -0.8%
FCAS
465
First Command Advisory Services
Texas
$363K -$269K -2,602 -43%
TFA
466
Toth Financial Advisory
Virginia
$362K
CWP
467
Core Wealth Partners
California
$359K
AM
468
Atwater Malick
Pennsylvania
$353K
GSEP
469
Golden State Equity Partners
California
$351K +$38.8K +375 +12%
WWM
470
Western Wealth Management
Colorado
$346K +$113K +1,091 +48%
KFGG
471
Keystone Financial Group (Georgia)
Georgia
$346K +$346K +3,371 New
HP
472
Holistic Planning
Texas
$345K +$103 +1 +0%
AWE
473
Avidian Wealth Enterprises
Texas
$344K +$2.38K +23 +0.7%
IA
474
Integrity Alliance
Iowa
$343K +$343K +3,311 New
SC
475
Sykon Capital
New York
$341K -$331K -3,200 -49%