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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
FBT
526
First Bank & Trust
South Dakota
$381K +$162K +1,574 +73%
KBFS
527
Kohmann Bosshard Financial Services
Ohio
$368K
EP
528
Essential Partners
California
$366K
SIA
529
SkyView Investment Advisors
New Jersey
$365K +$366K +3,560 New
GC
530
Guidance Capital
Kentucky
$364K +$365K +3,550 New
BAAM
531
Baker Avenue Asset Management
California
$363K -$20.5M -198,965 -98%
AIM
532
Advyzon Investment Management
Illinois
$361K +$61.4K +596 +20%
HAG
533
HighPoint Advisor Group
Illinois
$358K +$360K +3,496 New
KA
534
Kovack Advisors
Florida
$358K +$135K +1,310 +60%
BFA
535
Beacon Financial Advisory
Ohio
$357K -$195K -1,892 -35%
AWM
536
Adams Wealth Management
Utah
$356K +$30.3K +294 +9%
CI
537
CacheTech Inc
Utah
$356K +$30.3K +294 +9%
CWP
538
Core Wealth Partners
California
$355K
MAM
539
Marotta Asset Management
Virginia
$354K +$356K +3,461 New
MSWMA
540
Market Street Wealth Management Advisors
Indiana
$348K +$2.27K +22 +0.7%
MWM
541
Mosley Wealth Management
California
$344K +$343K +3,332 New
RCAG
542
Rehmann Capital Advisory Group
Michigan
$337K -$12.4K -120 -4%
MAWCM
543
Mine & Arao Wealth Creation & Management
California
$335K +$3.09K +30 +0.9%
CSP
544
Cary Street Partners
Virginia
$334K +$61K +593 +22%
AIP
545
Ameritas Investment Partners
Nebraska
$334K +$1.96K +19 +0.6%
M&T Bank
546
M&T Bank
New York
$333K
SVWG
547
Shared Vision Wealth Group
United States
$333K -$1.1M -10,673 -77%
MCB
548
Morton Community Bank
Illinois
$329K
AWM
549
Avior Wealth Management
Nebraska
$329K +$44.8K +435 +16%
VDI
550
Vaughan David Investments
Illinois
$328K