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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
SP
626
Symmetry Partners
Connecticut
$208K
CA
627
Continuum Advisory
Idaho
$206K -$29.1K -283 -12%
SCM
628
Sterneck Capital Management
Missouri
$205K
WA
629
WBH Advisory
Maryland
$205K
DFP
630
Donalies Financial Planning
District of Columbia
$205K +$206K +2,000 New
AIM
631
Archer Investment Management
Texas
$204K +$205K +1,995 New
VWM
632
Venturi Wealth Management
Texas
$201K +$202K +1,960 New
HFA
633
High Falls Advisors
New York
$200K -$1.52M -14,778 -88%
WS
634
Wedbush Securities
California
$200K -$73.7K -716 -27%
AIC
635
Archer Investment Corporation
Indiana
$192K +$193K +1,875 New
EWP
636
Elevation Wealth Partners
California
$186K -$46.8K -455 -20%
MSWA
637
Marshall & Sterling Wealth Advisors
New York
$167K +$2.16K +21 +1%
SWP
638
Strategic Wealth Partners
Ohio
$165K -$235K -2,285 -59%
Fifth Third Bancorp
639
Fifth Third Bancorp
Ohio
$165K +$65.1K +632 +64%
HI
640
Harbour Investments
Wisconsin
$165K -$156K -1,519 -49%
EPIME
641
Evelyn Partners Investment Management (Europe)
$165K +$38.1K +370 +30%
SA
642
Scarborough Advisors
Maryland
$143K -$402K -3,910 -74%
VR
643
Vision Retirement
New Jersey
$140K +$141K +1,370 New
PA
644
Parallel Advisors
California
$138K +$54.9K +533 +66%
SWM
645
Spire Wealth Management
Virginia
$134K -$78.6K -764 -37%
MIFH
646
Migdal Insurance & Financial Holdings
Israel
$127K
BA
647
Blueline Advisors
New Hampshire
$125K +$126K +1,222 New
NCM
648
Northwest Capital Management
Oregon
$122K -$625K -6,075 -84%
SHIM
649
Stone House Investment Management
Pennsylvania
$119K -$753K -7,318 -86%
HWM
650
Horizons Wealth Management
North Carolina
$111K -$19.4K -188 -15%