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iShares 0-5 Year TIPS Bond ETF

757 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 75 funds opening new positions, 393 increasing their positions, 202 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$579K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
501
Security Financial Services
Indiana
$478K
MWM
502
Meridian Wealth Management
Kentucky
$476K
OWP
503
Obermeyer Wealth Partners
Colorado
$473K
FH
504
Financial Harvest
Florida
$473K
CWP
505
Cyndeo Wealth Partners
Florida
$472K
NRWA
506
North Ridge Wealth Advisors
Oregon
$469K
GWM
507
Geneos Wealth Management
Colorado
$469K
WFMPM
508
Woodley Farra Manion Portfolio Management
Indiana
$465K
EIP
509
Ellis Investment Partners
Pennsylvania
$463K
LIA
510
LifePlan Investment Advisors
North Carolina
$463K
SFS
511
Sharp Financial Services
Pennsylvania
$462K
TFGT
512
TS Financial Group (TSFG)
Illinois
$458K
ATI
513
ARK & TLK Investments
Oklahoma
$458K
AWP
514
Avid Wealth Partners
Texas
$457K
AWE
515
Avidian Wealth Enterprises
Texas
$453K
Legacy Financial Group (Iowa)
516
Legacy Financial Group (Iowa)
Iowa
$452K
OWCM
517
One Wealth Capital Management
Arizona
$450K
FFA
518
Florida Financial Advisors
Florida
$447K
GS
519
GTS Securities
New York
$446K
MS
520
Madden Securities
Texas
$435K
KWS
521
Keystone Wealth Services
California
$434K
CIA
522
Concurrent Investment Advisors
Florida
$430K
AP
523
Advisors Preferred
Maryland
$429K
FHA
524
Flagship Harbor Advisors
Massachusetts
$420K
ACM
525
Adalta Capital Management
New York
$420K