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iShares 0-5 Year TIPS Bond ETF

644 hedge funds and large institutions have $8.86B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 276 increasing their positions, 199 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
8.75%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
88
Increased
276
Reduced
199
Closed
43
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWMA
476
Market Street Wealth Management Advisors
Indiana
$341K +$2.38K +23 +0.7%
AIM
477
Advyzon Investment Management
Illinois
$341K -$25.2K -244 -7%
Bank of Montreal
478
Bank of Montreal
Ontario, Canada
$340K
M&T Bank
479
M&T Bank
New York
$337K
AWM
480
AE Wealth Management
Kansas
$333K -$692K -6,687 -68%
AFO
481
Aurelius Family Office
New Hampshire
$333K -$1.66K -16 -0.5%
MCB
482
Morton Community Bank
Illinois
$331K
VDI
483
Vaughan David Investments
Illinois
$331K
MAWCM
484
Mine & Arao Wealth Creation & Management
California
$329K -$8.69K -84 -3%
LFAS
485
Level Four Advisory Services
Texas
$328K +$20.6K +199 +7%
RCS
486
Retirement Capital Strategies
California
$317K
TWM
487
TCFG Wealth Management
California
$315K -$4.66K -45 -1%
CSP
488
Cary Street Partners
Virginia
$313K -$65.1K -629 -17%
BCM
489
Boltwood Capital Management
California
$310K +$310K +3,000 New
BHWM
490
Beaird Harris Wealth Management
Texas
$307K
PI
491
PFG Investments
New York
$293K -$15.8K -153 -5%
ACA
492
Affinity Capital Advisors
California
$293K +$293K +2,865 New
SAM
493
Satovsky Asset Management
New York
$289K +$414 +4 +0.1%
AG
494
AmeriFlex Group
Nevada
$289K +$230K +2,224 +392%
CBA
495
Coastal Bridge Advisors
Connecticut
$288K +$288K +2,784 New
WWG
496
West Wealth Group
California
$287K +$287K +2,793 New
US Bancorp
497
US Bancorp
Minnesota
$284K +$414 +4 +0.1%
AF
498
Advisornet Financial
Minnesota
$284K -$28.7K -277 -9%
TCM
499
Tradewinds Capital Management
Washington
$283K
SHWM
500
Smith & Howard Wealth Management
Georgia
$283K