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iShares 0-5 Year TIPS Bond ETF

758 hedge funds and large institutions have $11.9B invested in iShares 0-5 Year TIPS Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 328 increasing their positions, 239 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 239

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

16% more funds holding in top 10

Funds holding in top 10: 6373 (+10)

15% more capital invested

Capital invested by funds: $10.4B → $11.9B (+$1.52B)

0.94% more ownership

Funds ownership: 81.33%82.27% (+0.94%)

0% more funds holding

Funds holding: 758758 (0)

Holders
758
Holders Change
Holders Change %
0%
% of All Funds
9.33%
Holding in Top 10
73
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.87%
% of All Funds
0.9%
New
92
Increased
328
Reduced
239
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Mosley Wealth Management
California
$350K +$5.87K +57 +2%
AWM
552
Adams Wealth Management
Utah
$346K -$13.9K -135 -4%
CI
553
CacheTech Inc
Utah
$346K -$13.9K -135 -4%
Lido Advisors
554
Lido Advisors
California
$343K +$25K +243 +8%
WKWM
555
Walter & Keenan Wealth Management
Indiana
$341K -$132K -1,280 -28%
IFG
556
Independent Financial Group
California
$339K -$131K -1,272 -28%
MAWCM
557
Mine & Arao Wealth Creation & Management
California
$338K
AIP
558
Ameritas Investment Partners
Nebraska
$337K
VDI
559
Vaughan David Investments
Illinois
$331K
MCB
560
Morton Community Bank
Illinois
$331K
SWP
561
Sagespring Wealth Partners
Tennessee
$330K -$763K -7,415 -70%
IWM
562
Inlight Wealth Management
Georgia
$328K +$41.3K +401 +14%
CPA
563
Cathy Pareto & Associates
Florida
$322K +$321K +3,115 New
CSP
564
Cary Street Partners
Virginia
$322K -$15.9K -154 -5%
FFS
565
Founders Financial Securities
Maryland
$321K -$206 -2 -0.1%
AC
566
Apella Capital
Connecticut
$318K +$316K +3,069 New
GWM
567
Grand Wealth Management
Michigan
$317K -$116K -1,130 -27%
CAL
568
Capital Analysts LLC
Pennsylvania
$317K -$1.29M -12,505 -80%
MA
569
MONECO Advisors
Connecticut
$316K +$2.27K +22 +0.7%
SA
570
Skyline Advisors
Washington
$315K +$314K +3,050 New
AF
571
Align Financial
Minnesota
$315K +$314K +3,047 New
KBFS
572
Kohmann Bosshard Financial Services
Ohio
$312K -$60.2K -585 -16%
GVCM
573
Global View Capital Management
Wisconsin
$310K -$2.37K -23 -0.8%
WP
574
WealthShield Partners
North Carolina
$309K +$8.75K +85 +3%
AFO
575
Aurelius Family Office
New Hampshire
$307K

STIP Hedge Fund Activity: Q1 2026 in Review

758 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2026, worth a combined $11.9B — up 15% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new STIP positions and 73 closed out — a net gain of 19 holders — while 328 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was Fidelity Investments, cutting an estimated $217M.

  • 758 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $11.9B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 92 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2026 and 73 closed out, a net change of +19 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2026 was BlackRock, an estimated $1.25B added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2026 was Fidelity Investments, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.