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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 103 funds opening new positions, 307 increasing their positions, 266 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 266

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.33% (+0.07%)

1% less funds holding

Funds holding: 765758 (-7)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$114M)

Holders
758
Holders Change
-7
Holders Change %
-0.92%
% 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
103
Increased
307
Reduced
266
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Beaumont Capital Management
Massachusetts
$624K -$3.02M -29,309 -83%
MFG
452
Merit Financial Group
Georgia
$621K -$6.62M -64,266 -91%
SGFG
453
Silver Grove Financial Group
New York
$619K +$54.9K +533 +10%
SPWM
454
Smith Partners Wealth Management
North Carolina
$614K +$618K +6,000 New
BPAMU
455
BTG Pactual Asset Management US
New York
$614K -$4.16M -40,460 -87%
WCA
456
Westover Capital Advisors
Delaware
$606K -$61.5K -597 -9%
BP
457
BWM Planning
Texas
$604K +$12.1K +118 +2%
SWTS
458
Stonehaven Wealth & Tax Solutions
Wisconsin
$597K -$412 -4 -0.1%
BFG
459
Buttonwood Financial Group
Missouri
$594K -$57.3K -557 -9%
CWP
460
Corepath Wealth Partners
Arizona
$587K -$50.6K -492 -8%
LAS
461
LWM Advisory Services
Florida
$581K +$26.6K +258 +5%
WT
462
Washington Trust
Rhode Island
$577K -$60.9K -592 -10%
GS
463
GTS Securities
New York
$576K +$135K +1,307 +30%
WP
464
WealthPLAN Partners
Nebraska
$572K +$575K +5,587 New
SG
465
StoneX Group
New York
$569K +$572K +5,561 New
OP
466
ORG Partners
Indiana
$564K -$17.3K -168 -3%
CCA
467
Cadent Capital Advisors
Oklahoma
$562K +$565K +5,486 New
HH
468
Hilltop Holdings
Texas
$551K -$191K -1,857 -26%
FA
469
FC Advisory
Pennsylvania
$551K -$9.27K -90 -2%
TBC
470
Ted Buchan & Co
California
$550K +$351K +3,414 +174%
RA
471
RFG Advisory
Alabama
$540K -$35.8K -348 -6%
JIP
472
Jaffetilchin Investment Partners
Florida
$536K +$7K +68 +1%
FNBTCON
473
First National Bank & Trust Co of Newtown
Pennsylvania
$527K +$190K +1,850 +56%
SIM
474
Stratos Investment Management
Ohio
$526K -$8.44K -82 -2%
RSF
475
Rik Saylor Financial
Ohio
$523K -$7.62K -74 -1%