We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

765 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 76 funds opening new positions, 394 increasing their positions, 206 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 206

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $9.92B → $10.5B (+$582M)

3.39% more ownership

Funds ownership: 77.87%81.26% (+3.4%)

1% more funds holding

Funds holding: 755765 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

Holders
765
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
10.04%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
76
Increased
394
Reduced
206
Closed
50
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
HP
576
Holistic Planning
Texas
$314K -$37.4K -363 -11%
SL
577
Sentinus LLC
Illinois
$304K +$3.3K +32 +1%
AIM
578
Advyzon Investment Management
Illinois
$303K -$43.7K -424 -13%
LWL
579
Leo Wealth LLC
Texas
$301K +$300K +2,913 New
XT
580
XTX Topco
Cayman Islands
$301K +$300K +2,909 New
WHCI
581
W.H. Cornerstone Investments
Massachusetts
$298K +$55.1K +534 +23%
SAM
582
Satovsky Asset Management
New York
$297K +$3.2K +31 +1%
OCM
583
One Capital Management
California
$295K -$4.62M -44,812 -94%
CBA
584
Coastal Bridge Advisors
Connecticut
$290K +$928 +9 +0.3%
SFG
585
Sovereign Financial Group
Connecticut
$290K
RIM
586
Redwood Investment Management
Arizona
$287K +$15.3K +148 +6%
AWM
587
Avior Wealth Management
Nebraska
$287K +$34.2K +332 +14%
IAS
588
Integrity Advisory Solutions
Texas
$287K +$286K +2,773 New
M1FG
589
Mach-1 Financial Group
Arkansas
$287K +$286K +2,773 New
OC
590
Oppenheimer & Co
New York
$285K +$49.5K +480 +21%
TCM
591
Tradewinds Capital Management
Washington
$283K
PB
592
Pinnacle Bancorp
Nebraska
$283K
SHWM
593
Smith & Howard Wealth Management
Georgia
$283K
FCAS
594
First Command Advisory Services
Texas
$282K +$41.9K +406 +17%
MA
595
MKT Advisors
California
$281K +$33.6K +326 +14%
WWM
596
Western Wealth Management
Colorado
$281K -$117K -1,133 -29%
BWA
597
BCU Wealth Advisors
Illinois
$280K +$12.7K +123 +5%
IFA
598
Independence Financial Advisors
New Hampshire
$278K -$261K -2,533 -48%
PK
599
Pflug Koory
Nebraska
$278K +$87.5K +848 +46%
CSP
600
Cary Street Partners
Virginia
$276K +$413 +4 +0.1%