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iShares 0-5 Year TIPS Bond ETF
STIP

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: 656 → 755 (+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: 58 → 60 (+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

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$260M
2
LPL Financial
LPL Financial
California
+$131M
3
Bank of America
Bank of America
North Carolina
+$68.8M
4
Morgan Stanley
Morgan Stanley
New York
+$44M
5
LJAC
L.J. Altfest & Co
New York
+$41.4M

Top Sellers

Rank Fund Capital Flow
1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$46.2M
2
BlackRock
BlackRock
New York
-$38M
3
Renaissance Technologies
Renaissance Technologies
New York
-$29.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.1M
5
Jane Street
Jane Street
New York
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
626
Oppenheimer & Co
New York
$234K +$233K +2,275 New
EWP
627
Elevation Wealth Partners
California
$234K – – –
PIM
628
Penobscot Investment Management
Massachusetts
$232K -$8.93K -87 -4%
AF
629
Advisornet Financial
Minnesota
$232K -$49.5K -483 -18%
APC
630
Aspire Private Capital
North Carolina
$232K +$232K +2,258 New
EAM
631
Evanson Asset Management
California
$231K – – –
RFN
632
Redwood Financial Network
Ohio
$228K – – –
TYCC
633
Texas Yale Capital Corp
Florida
$226K +$226K +2,200 New
SWP
634
ShoreHaven Wealth Partners
New Jersey
$226K +$225K +2,192 New
WP
635
WealthPLAN Partners
Nebraska
$225K +$224K +2,188 New
KA
636
Kovack Advisors
Florida
$224K +$718 +7 +0.3%
AC
637
AlphaCore Capital
California
$219K +$3.08K +30 +1%
MWM
638
Maridea Wealth Management
New York
$219K +$218K +2,128 New
Fifth Third Bancorp
639
Fifth Third Bancorp
Ohio
$219K – – –
SGAM
640
Stephens Group Asset Management
Arkansas
$217K +$216K +2,110 New
TNBTD
641
Trustmark National Bank Trust Department
Mississippi
$215K – – –
AWM
642
Aprio Wealth Management
Georgia
$212K – – –
MA
643
Maxele Advisors
Missouri
$210K -$7.69K -75 -4%
SP
644
Symmetry Partners
Connecticut
$209K – – –
TWM
645
Tanager Wealth Management
United Kingdom
$208K -$1.03K -10 -0.5%
TWM
646
TSA Wealth Management
Texas
$207K +$206K +2,009 New
WA
647
WBH Advisory
Maryland
$206K – – –
SCM
648
Sterneck Capital Management
Missouri
$206K +$205K +2,000 New
SWA
649
Stratos Wealth Advisors
Ohio
$204K +$203K +1,981 New
AP
650
Advisors Preferred
Maryland
$193K -$258K -2,515 -57%
24 25
26
27 28

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.