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iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
451
Prosperity Capital Advisors
Ohio
$648K -$117K -1,136 -15%
EPW
452
Endeavor Private Wealth
Kansas
$639K +$637K +6,206 New
VH
453
Visionary Horizons
Tennessee
$635K +$633K +6,174 New
CA
454
Clune & Associates
Illinois
$635K +$54.3K +529 +9%
DI
455
Disciplined Investments
Oklahoma
$633K +$308 +3 +0%
CF
456
Centaurus Financial
California
$632K -$25.6K -250 -4%
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$629K -$104K -1,014 -14%
PAS
458
PKS Advisory Services
New York
$624K +$633K +6,170 New
RWM
459
Riverbend Wealth Management
South Carolina
$621K +$619K +6,033 New
EPAM
460
Evelyn Partners Asset Management
$619K +$100K +976 +19%
SF
461
Summit Financial
New Jersey
$616K -$6.67K -65 -1%
EGM
462
Engineers Gate Manager
New York
$609K +$161K +1,572 +36%
MYIA
463
Mount Yale Investment Advisors
Colorado
$607K +$605K +5,895 New
ATI
464
ARK & TLK Investments
Oklahoma
$604K -$26.8K -261 -4%
SWTS
465
Stonehaven Wealth & Tax Solutions
Wisconsin
$602K +$22.2K +216 +4%
PFA
466
Pettinga Financial Advisors
Indiana
$601K +$599K +5,837 New
JC
467
JB Capital
Connecticut
$599K +$597K +5,818 New
MFA
468
Mayflower Financial Advisors
Massachusetts
$596K +$187K +1,820 +46%
LWM
469
Liberty Wealth Management
California
$580K +$578K +5,638 New
TBC
470
Ted Buchan & Co
California
$575K -$5.03K -49 -0.9%
CCM
471
Cambridge Capital Management
Illinois
$573K +$68.8K +671 +14%
SC
472
Scotia Capital
Ontario, Canada
$571K -$3.9K -38 -0.7%
OAP
473
One Advisory Partners
Kansas
$570K +$568K +5,541 New
LAS
474
LWM Advisory Services
Florida
$568K -$410 -4 -0.1%
JWCA
475
J.W. Coons Advisors
Ohio
$565K +$42.6K +415 +8%

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.