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iShares 0-5 Year TIPS Bond ETF

758 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, 307 increasing their positions, 266 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 266

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%81.33% (+0.07%)

1% less funds holding

Funds holding: 765758 (-7)

1% less capital invested

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

Holders
758
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
9.22%
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
307
Reduced
266
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
501
Independent Financial Group
California
$466K +$79.1K +768 +20%
MFA
502
Mayflower Financial Advisors
Massachusetts
$465K -$175K -1,701 -27%
NRWA
503
North Ridge Wealth Advisors
Oregon
$461K -$4.43K -43 -0.9%
WFMPM
504
Woodley Farra Manion Portfolio Management
Indiana
$460K
ATI
505
ARK & TLK Investments
Oklahoma
$453K
HP
506
Holistic Planning
Texas
$448K +$138K +1,336 +44%
OWP
507
Obermeyer Wealth Partners
Colorado
$443K -$25.8K -251 -5%
DWM
508
Diversify Wealth Management
Utah
$440K +$181K +1,762 +70%
KFSC
509
Keystone Financial Services (Colorado)
Colorado
$438K -$82.4K -800 -16%
MS
510
Madden Securities
Texas
$431K
VCA
511
Verdence Capital Advisors
Maryland
$431K +$20.9K +203 +5%
GWM
512
Grand Wealth Management
Michigan
$430K +$44.9K +436 +12%
FHA
513
Flagship Harbor Advisors
Massachusetts
$422K +$5.66K +55 +1%
MC
514
Middleton & Co
Massachusetts
$420K -$282K -2,740 -40%
ACM
515
Adalta Capital Management
New York
$416K
ACA
516
Affinity Capital Advisors
California
$413K +$55.1K +535 +15%
TWP
517
Triad Wealth Partners
Kansas
$411K +$413K +4,016 New
KWS
518
Keystone Wealth Services
California
$403K -$26.9K -261 -6%
Northern Trust
519
Northern Trust
Illinois
$393K -$20.6K -200 -5%
EWA
520
EP Wealth Advisors
California
$393K +$395K +3,834 New
OC
521
Oppenheimer & Co
New York
$391K +$110K +1,067 +39%
ECML
522
Eagle Capital Management (Louisiana)
Louisiana
$390K
TFA
523
Toth Financial Advisory
Virginia
$388K
RIM
524
Redwood Investment Management
Arizona
$384K +$100K +972 +35%
WFS
525
WealthGarden F.S.
California
$384K +$385K +3,741 New