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iShares 0-5 Year TIPS Bond ETF

757 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, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 265

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%81.32% (+0.07%)

1% less funds holding

Funds holding: 764757 (-7)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$113M)

Holders
757
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
9.21%
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
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
551
RHS Financial
California
$322K -$10.1K -98 -3%
TWM
552
TCFG Wealth Management
California
$321K +$2.68K +26 +0.8%
FFS
553
Founders Financial Securities
Maryland
$318K +$320K +3,105 New
Lido Advisors
554
Lido Advisors
California
$317K
BIG
555
Brookwood Investment Group
Arizona
$316K +$78.8K +765 +33%
RW
556
Regimen Wealth
Georgia
$314K +$515 +5 +0.2%
MA
557
MONECO Advisors
Connecticut
$310K +$101K +982 +48%
GVCM
558
Global View Capital Management
Wisconsin
$310K -$6.38K -62 -2%
LWANC
559
Laurel Wealth Advisors (North Carolina)
North Carolina
$308K +$309K +3,005 New
OWCM
560
One Wealth Capital Management
Arizona
$305K -$141K -1,372 -32%
AFO
561
Aurelius Family Office
New Hampshire
$304K -$17.7K -172 -5%
LIA
562
LifePlan Investment Advisors
North Carolina
$303K -$156K -1,516 -34%
TC
563
Town Capital
Maryland
$302K +$304K +2,954 New
EPW
564
Endeavor Private Wealth
Kansas
$302K -$373K -3,624 -55%
WHCI
565
W.H. Cornerstone Investments
Massachusetts
$299K +$3.91K +38 +1%
SAM
566
Satovsky Asset Management
New York
$298K +$3.91K +38 +1%
WP
567
WealthShield Partners
North Carolina
$297K -$967K -9,395 -76%
BF
568
Blankinship & Foster
California
$295K +$47.9K +465 +19%
BFG
569
Berger Financial Group
Minnesota
$294K +$296K +2,874 New
GIA
570
Gladstone Institutional Advisory
Florida
$290K -$26.7K -259 -8%
PC
571
Prairiewood Capital
North Dakota
$290K -$50.5K -491 -15%
OMC
572
Old Mission Capital
Illinois
$289K +$291K +2,823 New
SFG
573
Sovereign Financial Group
Connecticut
$287K
CIA
574
Concurrent Investment Advisors
Florida
$286K -$141K -1,367 -33%
US Bancorp
575
US Bancorp
Minnesota
$286K -$3.59M -34,891 -93%