We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
RW
576
Regimen Wealth
Georgia
$320K +$46.5K +453 +17%
TWM
577
TCFG Wealth Management
California
$318K +$4.72K +46 +2%
WI
578
WBI Investments
New Jersey
$318K +$110K +1,074 +53%
RCS
579
Retirement Capital Strategies
California
$316K
TCA
580
Transcend Capital Advisors
New Jersey
$313K +$312K +3,039 New
AR
581
Apeiron RIA
Texas
$312K +$311K +3,034 New
GIA
582
Gladstone Institutional Advisory
Florida
$312K -$164K -1,598 -35%
BHWM
583
Beaird Harris Wealth Management
Texas
$305K
BBA
584
Braun-Bostich & Associates
Pennsylvania
$304K +$303K +2,952 New
SWM
585
Spire Wealth Management
Virginia
$304K +$30.3K +295 +11%
SL
586
Sentinus LLC
Illinois
$300K +$299K +2,912 New
ACA
587
Affinity Capital Advisors
California
$300K +$4.72K +46 +2%
SAM
588
Satovsky Asset Management
New York
$292K +$4.41K +43 +2%
EFA
589
Edge Financial Advisors
Illinois
$291K +$291K +2,838 New
WS
590
Wedbush Securities
California
$290K +$78.5K +765 +37%
TWP
591
Tempus Wealth Planning
California
$290K +$289K +2,815 New
SFG
592
Sovereign Financial Group
Connecticut
$288K -$113K -1,106 -28%
CBA
593
Coastal Bridge Advisors
Connecticut
$288K +$1.33K +13 +0.5%
VCM
594
Vivaldi Capital Management
Illinois
$285K +$284K +2,772 New
BGWM
595
Bridge Generations Wealth Management
Florida
$283K +$282K +2,750 New
SPAS
596
Spectrum Planning & Advisory Services
California
$283K +$282K +2,750 New
TCM
597
Tradewinds Capital Management
Washington
$281K
PB
598
Pinnacle Bancorp
Nebraska
$281K
SHWM
599
Smith & Howard Wealth Management
Georgia
$281K
CSP
600
Cary Street Partners
Virginia
$275K -$36.1K -352 -12%

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.