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iShares 0-5 Year TIPS Bond ETF

765 hedge funds and large institutions have $10.5B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 206 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 206

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $9.92B → $10.5B (+$582M)

3.39% more ownership

Funds ownership: 77.87%81.26% (+3.4%)

1% more funds holding

Funds holding: 755765 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

Holders
765
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
10.04%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
76
Increased
394
Reduced
206
Closed
50
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
26
Haverford Trust Company
Pennsylvania
$66.4M +$2.18M +21,159 +3%
Cerity Partners
27
Cerity Partners
New York
$63.3M +$1.64M +15,888 +3%
KIC
28
Keating Investment Counselors
Florida
$56.8M -$1.08M -10,482 -2%
MC
29
Martin & Co
Tennessee
$55.6M
AG
30
AlTi Global
New York
$55.3M -$62.8K -609 -0.1%
Renaissance Technologies
31
Renaissance Technologies
New York
$55.2M -$8.01M -77,700 -13%
MWM
32
Modern Wealth Management
Kansas
$54.8M -$8.62M -83,594 -14%
TIM
33
Tortoise Investment Management
New York
$54.8M +$1.63M +15,783 +3%
MKA
34
M. Kulyk & Associates
Georgia
$53.5M +$306K +2,967 +0.6%
Wells Fargo
35
Wells Fargo
California
$52M +$5.84M +56,586 +13%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$52M +$31.6M +305,961 +155%
SCM
37
SCS Capital Management
Massachusetts
$51.9M -$695K -6,740 -1%
EF
38
Empowered Funds
Pennsylvania
$48.9M +$21.7M +210,429 +80%
AWA
39
Amplius Wealth Advisors
Pennsylvania
$48.5M +$48.1M +466,766 +17,601%
APG
40
Abacus Planning Group
South Carolina
$48.5M +$12.8M +124,335 +36%
FFA
41
Farther Finance Advisors
California
$45.9M +$24.4M +236,497 +114%
EPM
42
Elm Partners Management
Pennsylvania
$45.9M -$412K -3,998 -0.9%
CTC
43
Central Trust Company
Missouri
$43.3M -$8.3M -80,494 -16%
LA
44
LVW Advisors
New York
$41.5M +$1.11M +10,770 +3%
Osaic Holdings
45
Osaic Holdings
Arizona
$40.8M +$7.59M +73,548 +23%
SIC
46
Sigma Investment Counselors
Michigan
$40.6M +$468K +4,535 +1%
LJAC
47
L.J. Altfest & Co
New York
$39.3M -$5.75M -55,789 -13%
Victory Capital Management
48
Victory Capital Management
Texas
$38.1M
SL
49
Summitry LLC
California
$36.2M -$420K -4,076 -1%
WIA
50
World Investment Advisors
California
$33.2M +$2.65M +25,661 +9%