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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
VCM
601
Vivaldi Capital Management
Illinois
$246K -$16.9K -164 -6%
AWE
602
Avidian Wealth Enterprises
Texas
$245K -$204K -1,986 -45%
JRPIM
603
Journey Retirement Planning & Investment Management
Idaho
$242K +$243K +2,358 New
TSS
604
Two Sigma Securities
New York
$238K -$601K -5,840 -71%
NW
605
NewEdge Wealth
Pennsylvania
$238K +$239K +2,322 New
KWM
606
Keebeck Wealth Management
Illinois
$235K -$83.3K -809 -26%
SAP
607
Strategic Advisory Partners
North Carolina
$233K +$234K +2,277 New
BHWM
608
Beaird Harris Wealth Management
Texas
$233K -$33.6K -326 -13%
AAP
609
Arax Advisory Partners
Colorado
$232K +$233K +2,261 New
HAS
610
HBW Advisory Services
California
$230K -$1.34K -13 -0.6%
PIM
611
Penobscot Investment Management
Massachusetts
$230K
EAM
612
Evanson Asset Management
California
$229K
CAMG
613
CWA Asset Management Group
Florida
$226K -$32.4K -315 -12%
AC
614
AlphaCore Capital
California
$225K +$4.74K +46 +2%
FWP
615
Firethorn Wealth Partners
Georgia
$224K -$133K -1,290 -37%
EA
616
Ergawealth Advisors
Illinois
$221K
WA
617
Waystone Advisors
Washington
$219K +$220K +2,141 New
DAS
618
Diversify Advisory Services
Utah
$217K -$274K -2,661 -56%
AA
619
Acorns Advisers
California
$215K +$216K +2,098 New
FCAS
620
First Command Advisory Services
Texas
$214K -$65.9K -640 -23%
TNBTD
621
Trustmark National Bank Trust Department
Mississippi
$213K
RFN
622
Redwood Financial Network
Ohio
$213K -$1.13K -11 -0.5%
ACA
623
Anchor Capital Advisors
Massachusetts
$213K +$214K +2,078 New
AWM
624
Aprio Wealth Management
Georgia
$211K
SWM
625
Selby Wealth Management
California
$211K +$212K +2,059 New