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iShares 0-5 Year TIPS Bond ETF

656 hedge funds and large institutions have $8.88B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 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

100% more first-time investments, than exits

New positions opened: 90 | 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 → $8.88B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 624656 (+32)

3.41% more ownership

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

Holders
656
Holders Change
+32
Holders Change %
+5.13%
% of All Funds
8.8%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
90
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
GSEP
476
Golden State Equity Partners
California
$351K +$38.2K +375 +12%
WWM
477
Western Wealth Management
Colorado
$346K +$111K +1,091 +48%
KFGG
478
Keystone Financial Group (Georgia)
Georgia
$346K +$343K +3,371 New
HP
479
Holistic Planning
Texas
$345K +$102 +1 +0%
AWE
480
Avidian Wealth Enterprises
Texas
$344K +$2.34K +23 +0.7%
IA
481
Integrity Alliance
Iowa
$343K +$337K +3,311 New
SC
482
Sykon Capital
New York
$341K -$326K -3,200 -49%
MSWMA
483
Market Street Wealth Management Advisors
Indiana
$341K +$2.34K +23 +0.7%
AIM
484
Advyzon Investment Management
Illinois
$341K -$24.9K -244 -7%
Bank of Montreal
485
Bank of Montreal
Ontario, Canada
$340K
M&T Bank
486
M&T Bank
New York
$337K
AWM
487
AE Wealth Management
Kansas
$333K -$681K -6,687 -68%
AFO
488
Aurelius Family Office
New Hampshire
$333K -$1.63K -16 -0.5%
MCB
489
Morton Community Bank
Illinois
$331K
VDI
490
Vaughan David Investments
Illinois
$331K
MAWCM
491
Mine & Arao Wealth Creation & Management
California
$329K -$8.56K -84 -3%
LFAS
492
Level Four Advisory Services
Texas
$328K +$20.3K +199 +7%
RCS
493
Retirement Capital Strategies
California
$317K
TWM
494
TCFG Wealth Management
California
$315K -$4.58K -45 -1%
CSP
495
Cary Street Partners
Virginia
$313K -$64.1K -629 -17%
BCM
496
Boltwood Capital Management
California
$310K +$306K +3,000 New
BHWM
497
Beaird Harris Wealth Management
Texas
$307K
PI
498
PFG Investments
New York
$293K -$15.6K -153 -5%
ACA
499
Affinity Capital Advisors
California
$293K +$292K +2,865 New
SAM
500
Satovsky Asset Management
New York
$289K +$408 +4 +0.1%