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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
BIG
626
Brookwood Investment Group
Arizona
$240K +$239K +2,321 New
CA
627
Continuum Advisory
Idaho
$237K -$265K -2,566 -53%
EWP
628
Elevation Wealth Partners
California
$235K
HAS
629
HBW Advisory Services
California
$233K -$1.42M -13,735 -86%
SWP
630
ShoreHaven Wealth Partners
New Jersey
$232K +$5.47K +53 +2%
PIM
631
Penobscot Investment Management
Massachusetts
$232K -$1.65K -16 -0.7%
EAM
632
Evanson Asset Management
California
$232K
AFP
633
Ausdal Financial Partners
Iowa
$230K +$229K +2,225 New
SWIG
634
Strategic Wealth Investment Group
Kentucky
$229K +$228K +2,215 New
WWA
635
Wingate Wealth Advisors
Massachusetts
$228K -$8.77K -85 -4%
KA
636
Kovack Advisors
Florida
$226K +$619 +6 +0.3%
EA
637
Ergawealth Advisors
Illinois
$224K +$223K +2,163 New
AC
638
AlphaCore Capital
California
$222K +$2.37K +23 +1%
FBT
639
First Bank & Trust
South Dakota
$222K +$221K +2,144 New
SWA
640
Sax Wealth Advisors
New Jersey
$221K +$220K +2,137 New
AQR Capital Management
641
AQR Capital Management
Connecticut
$217K +$217K +2,103 New
RFN
642
Redwood Financial Network
Ohio
$216K -$12.8K -124 -6%
MWM
643
Maripau Wealth Management
Indiana
$216K -$641K -6,217 -75%
TNBTD
644
Trustmark National Bank Trust Department
Mississippi
$216K
SWM
645
Spire Wealth Management
Virginia
$214K -$90.5K -877 -30%
CWM
646
Certus Wealth Management
California
$213K +$213K +2,062 New
AWM
647
Aprio Wealth Management
Georgia
$213K
MA
648
MONECO Advisors
Connecticut
$212K +$211K +2,049 New
SP
649
Symmetry Partners
Connecticut
$210K
GSAM
650
Grant Street Asset Management
Pennsylvania
$209K +$209K +2,024 New