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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $8.87B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 281 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

621% more call options, than puts

Call options by funds: $310K | Put options by funds: $43K

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

39% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 202

16% more capital invested

Capital invested by funds: $7.64B → $8.87B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 624655 (+31)

3.4% more ownership

Funds ownership: 73.99%77.4% (+3.4%)

Holders
655
Holders Change
+31
Holders Change %
+4.97%
% of All Funds
8.79%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
89
Increased
281
Reduced
202
Closed
45
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
AlTi Global
New York
$59.9M -$7.35M -72,176 -11%
EPM
27
Elm Partners Management
Pennsylvania
$57.6M +$38.4M +376,939 +210%
Cerity Partners
28
Cerity Partners
New York
$55.9M +$2.7M +26,486 +5%
MC
29
Martin & Co
Tennessee
$55.6M +$54.8M +537,540 New
KIC
30
Keating Investment Counselors
Florida
$52.3M -$1.8M -17,669 -3%
SCM
31
SCS Capital Management
Massachusetts
$51.3M +$19.8M +193,844 +64%
TIM
32
Tortoise Investment Management
New York
$51M +$3.09M +30,291 +7%
Raymond James Financial
33
Raymond James Financial
Florida
$50.5M +$8.82M +86,525 +22%
MKA
34
M. Kulyk & Associates
Georgia
$50M -$3.85M -37,780 -7%
Victory Capital Management
35
Victory Capital Management
Texas
$45M +$6.56M +64,432 +17%
CTC
36
Central Trust Company
Missouri
$44.5M +$1.31M +12,829 +3%
LA
37
LVW Advisors
New York
$41.2M +$1.82M +17,859 +5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$40.4M +$1.91M +18,702 +5%
SIC
39
Sigma Investment Counselors
Michigan
$39.4M +$614K +6,031 +2%
SL
40
Summitry LLC
California
$38.4M -$414K -4,067 -1%
Wells Fargo
41
Wells Fargo
California
$38.1M -$785K -7,705 -2%
IWC
42
Integrated Wealth Concepts
Massachusetts
$34.9M +$4.3M +42,217 +14%
GAM
43
Gould Asset Management
California
$32.4M +$1.88M +18,453 +6%
NYLIM
44
New York Life Investment Management
New York
$32.1M -$2.25M -22,072 -7%
WIA
45
World Investment Advisors
California
$31.9M +$31.4M +308,537 New
APG
46
Abacus Planning Group
South Carolina
$31.4M +$1.7M +16,641 +6%
AAM
47
Austin Asset Management
Texas
$28.2M -$524K -5,142 -2%
KLI
48
Kelman-Lazarov Inc
Tennessee
$27.3M +$1.06M +10,409 +4%
EF
49
Empowered Funds
Pennsylvania
$26.8M +$498K +4,884 +2%
PCIA
50
Prime Capital Investment Advisors
Kansas
$26.3M +$5.83M +57,255 +29%