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iShares 0-5 Year TIPS Bond ETF

758 hedge funds and large institutions have $11.9B invested in iShares 0-5 Year TIPS Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 328 increasing their positions, 239 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 239

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

16% more funds holding in top 10

Funds holding in top 10: 6373 (+10)

15% more capital invested

Capital invested by funds: $10.4B → $11.9B (+$1.52B)

0.94% more ownership

Funds ownership: 81.33%82.27% (+0.94%)

0% more funds holding

Funds holding: 758758 (0)

Holders
758
Holders Change
Holders Change %
0%
% of All Funds
9.33%
Holding in Top 10
73
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.87%
% of All Funds
0.9%
New
92
Increased
328
Reduced
239
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MKA
26
M. Kulyk & Associates
Georgia
$75.2M +$20.3M +197,087 +37%
HTC
27
Haverford Trust Company
Pennsylvania
$73.3M +$4.29M +41,700 +6%
State Street
28
State Street
Massachusetts
$67.5M -$496K -4,818 -0.7%
DWM
29
Dynasty Wealth Management
Florida
$67.2M -$45.7M -444,159 -41%
BPA
30
Beacon Pointe Advisors
California
$66.2M +$8.6M +83,572 +15%
KIC
31
Keating Investment Counselors
Florida
$65.9M +$6.85M +66,559 +12%
QWP
32
Quotient Wealth Partners
Texas
$65.6M -$44.3M -429,799 -40%
Cerity Partners
33
Cerity Partners
New York
$64.9M -$420K -4,082 -0.6%
APG
34
Abacus Planning Group
South Carolina
$62.3M +$5.84M +56,690 +10%
Wells Fargo
35
Wells Fargo
California
$58.5M +$380K +3,693 +0.7%
MC
36
Martin & Co
Tennessee
$55.6M
3AM
37
3EDGE Asset Management
Florida
$54.7M -$60.4M -587,089 -53%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$54.5M -$217M -2,106,951 -80%
AWA
39
Amplius Wealth Advisors
Pennsylvania
$52.8M +$2.84M +27,603 +6%
EF
40
Empowered Funds
Pennsylvania
$52.4M -$889K -8,639 -2%
AG
41
AlTi Global
New York
$52.3M -$1.29M -12,492 -2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$49.8M +$15.4M +150,009 +45%
GAM
43
Gould Asset Management
California
$48.6M +$6.43M +62,458 +15%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$46.9M +$757K +7,356 +2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$44.4M +$36.7M +356,273 +487%
LA
46
LVW Advisors
New York
$43.3M +$1.05M +10,212 +3%
SIC
47
Sigma Investment Counselors
Michigan
$42.1M +$706K +6,862 +2%
LJAC
48
L.J. Altfest & Co
New York
$40.5M +$1.03M +9,990 +3%
MWM
49
Modern Wealth Management
Kansas
$36.3M -$8.75M -85,005 -19%
CTC
50
Central Trust Company
Missouri
$36M -$1.48M -14,419 -4%

STIP Hedge Fund Activity: Q1 2026 in Review

758 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2026, worth a combined $11.9B — up 15% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new STIP positions and 73 closed out — a net gain of 19 holders — while 328 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was Fidelity Investments, cutting an estimated $217M.

  • 758 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $11.9B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 92 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2026 and 73 closed out, a net change of +19 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2026 was BlackRock, an estimated $1.25B added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2026 was Fidelity Investments, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.