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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
PWM
501
PBMares Wealth Management
Virginia
$490K +$17.4K +169 +4%
WKWM
502
Walter & Keenan Wealth Management
Indiana
$486K +$619 +6 +0.1%
OFS
503
OneAscent Financial Services
Alabama
$485K +$108K +1,045 +29%
SFS
504
Security Financial Services
Indiana
$478K -$574K -5,569 -55%
MWM
505
Meridian Wealth Management
Kentucky
$476K +$10.4K +101 +2%
OWP
506
Obermeyer Wealth Partners
Colorado
$473K -$35.2K -341 -7%
FH
507
Financial Harvest
Florida
$473K +$1.03K +10 +0.2%
CWP
508
Cyndeo Wealth Partners
Florida
$472K +$206 +2 +0%
NRWA
509
North Ridge Wealth Advisors
Oregon
$469K +$103 +1 +0%
GWM
510
Geneos Wealth Management
Colorado
$469K +$23.5K +228 +5%
WFMPM
511
Woodley Farra Manion Portfolio Management
Indiana
$465K
EIP
512
Ellis Investment Partners
Pennsylvania
$463K +$29.2K +283 +7%
LIA
513
LifePlan Investment Advisors
North Carolina
$463K +$15.6K +151 +3%
SFS
514
Sharp Financial Services
Pennsylvania
$462K +$130K +1,265 +39%
TFGT
515
TS Financial Group (TSFG)
Illinois
$458K +$66.3K +643 +17%
ATI
516
ARK & TLK Investments
Oklahoma
$458K -$149K -1,444 -25%
AWP
517
Avid Wealth Partners
Texas
$457K -$13.8K -134 -3%
AWE
518
Avidian Wealth Enterprises
Texas
$453K -$6.5K -63 -1%
Legacy Financial Group (Iowa)
519
Legacy Financial Group (Iowa)
Iowa
$452K +$65.3K +633 +17%
OWCM
520
One Wealth Capital Management
Arizona
$450K +$98.5K +955 +28%
FFA
521
Florida Financial Advisors
Florida
$447K -$85.8K -832 -16%
GS
522
GTS Securities
New York
$446K -$85.6K -830 -16%
MS
523
Madden Securities
Texas
$435K
KWS
524
Keystone Wealth Services
California
$434K +$433K +4,196 New
CIA
525
Concurrent Investment Advisors
Florida
$430K +$177K +1,717 +70%