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iShares 0-5 Year TIPS Bond ETF

756 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, 306 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 265

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%81.32% (+0.07%)

1% less capital invested

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

1% less funds holding

Funds holding: 764756 (-8)

Holders
756
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
9.2%
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
306
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$67.3M +$1.1M +10,659 +2%
Cerity Partners
27
Cerity Partners
New York
$64.7M +$1.94M +18,885 +3%
KIC
28
Keating Investment Counselors
Florida
$58.4M +$2.17M +21,086 +4%
TIM
29
Tortoise Investment Management
New York
$58M +$3.78M +36,733 +7%
Wells Fargo
30
Wells Fargo
California
$57.5M +$6.05M +58,807 +12%
BPA
31
Beacon Pointe Advisors
California
$57M +$37.6M +365,234 +191%
APG
32
Abacus Planning Group
South Carolina
$55.9M +$7.87M +76,433 +16%
SCM
33
SCS Capital Management
Massachusetts
$55.6M +$4.2M +40,809 +8%
MC
34
Martin & Co
Tennessee
$55M
MKA
35
M. Kulyk & Associates
Georgia
$54.2M +$1.24M +12,024 +2%
AG
36
AlTi Global
New York
$53M -$1.8M -17,519 -3%
EF
37
Empowered Funds
Pennsylvania
$52.9M +$4.27M +41,527 +9%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$49.4M +$1.37M +13,280 +3%
AssetMark Inc
39
AssetMark Inc
California
$46.3M -$40.1M -389,242 -46%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$45.7M -$23M -223,389 -33%
MWM
41
Modern Wealth Management
Kansas
$44.7M -$9.63M -93,547 -18%
EPM
42
Elm Partners Management
Pennsylvania
$43.9M -$1.57M -15,236 -3%
LA
43
LVW Advisors
New York
$41.8M +$671K +6,519 +2%
GAM
44
Gould Asset Management
California
$41.7M +$10.9M +106,266 +35%
SIC
45
Sigma Investment Counselors
Michigan
$41M +$834K +8,097 +2%
LJAC
46
L.J. Altfest & Co
New York
$39.1M +$153K +1,483 +0.4%
CTC
47
Central Trust Company
Missouri
$37.1M -$5.83M -56,666 -14%
SCM
48
SB Capital Management
California
$37M +$37.2M +361,193 New
SL
49
Summitry LLC
California
$35.6M -$293K -2,844 -0.8%
WIA
50
World Investment Advisors
California
$35.3M +$2.47M +23,964 +7%