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iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Continuum Advisory
Idaho
$500K +$14.2K +138 +3%
SF
502
Synovus Financial
Georgia
$497K +$25.2K +246 +5%
VPP
503
Vertex Planning Partners
Illinois
$495K -$14.5K -141 -3%
CPA
504
Cardiff Park Advisors
California
$493K -$74.3K -724 -13%
LG
505
LaFleur & Godfrey
Michigan
$492K -$8.31K -81 -2%
MMA
506
Miracle Mile Advisors
California
$487K +$18K +175 +4%
MAM
507
MMA Asset Management
Pennsylvania
$484K +$483K +4,704 New
GWM
508
Gibbs Wealth Management
Georgia
$483K -$697K -6,794 -59%
WKWM
509
Walter & Keenan Wealth Management
Indiana
$483K -$102K -992 -17%
BEC
510
Blue Edge Capital
Virginia
$482K +$481K +4,686 New
PS
511
Principal Securities
Iowa
$481K +$278K +2,713 +138%
BAM
512
BOS Asset Management
Illinois
$476K +$475K +4,630 New
TF
513
Theory Financial
Colorado
$476K +$475K +4,631 New
WANY
514
Wealthspire Advisors (New York)
New York
$474K
PWM
515
PBMares Wealth Management
Virginia
$470K -$35.9K -350 -7%
FH
516
Financial Harvest
Florida
$470K +$468K +4,565 New
CWP
517
Cyndeo Wealth Partners
Florida
$469K -$44.3K -432 -9%
AWP
518
Avid Wealth Partners
Texas
$468K +$467K +4,552 New
SA
519
Scarborough Advisors
Maryland
$467K +$466K +4,540 New
NRWA
520
North Ridge Wealth Advisors
Oregon
$467K -$103 -1 -0%
B
521
Bensler
Washington
$466K +$465K +4,529 New
MWM
522
Meridian Wealth Management
Kentucky
$463K +$40.4K +394 +10%
WFMPM
523
Woodley Farra Manion Portfolio Management
Indiana
$463K +$461K +4,495 New
AWE
524
Avidian Wealth Enterprises
Texas
$458K +$115K +1,124 +34%
LAM
525
L2 Asset Management
Massachusetts
$455K +$454K +4,422 New

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.