We are live on ! Find out more
STIP icon

iShares 0-5 Year TIPS Bond ETF

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: 656755 (+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: 5860 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PK
651
Pflug Koory
Nebraska
$189K +$89.5K +872 +90%
AAP
652
Arax Advisory Partners
Colorado
$168K +$163K +1,589 +3,381%
MSWA
653
Marshall & Sterling Wealth Advisors
New York
$164K +$2.56K +25 +2%
IWM
654
Inlight Wealth Management
Georgia
$152K +$52.8K +515 +54%
SAM
655
Smartleaf Asset Management
Massachusetts
$136K +$95.7K +933 +237%
HWM
656
Horizons Wealth Management
North Carolina
$131K +$27.7K +270 +27%
MIFH
657
Migdal Insurance & Financial Holdings
Israel
$128K +$61.6K +600 +94%
EPIME
658
Evelyn Partners Investment Management (Europe)
$128K +$32.5K +317 +34%
CA
659
CoreCap Advisors
Michigan
$122K +$15.8K +154 +15%
T
660
Transce3nd
Texas
$117K +$117K +1,136 New
BC
661
Barrett & Company
Rhode Island
$108K
TCM
662
TD Capital Management
Tennessee
$106K +$1.64K +16 +2%
LB
663
Legacy Bridge
Iowa
$106K
RWS
664
Retirement Wealth Solutions
Wisconsin
$106K +$92.6K +903 +722%
GM
665
GeoWealth Management
Illinois
$104K +$104K +1,014 New
CSPIA
666
Cary Street Partners Investment Advisory
Virginia
$101K +$101K +982 New
GC
667
Garde Capital
Washington
$96.7K
KWM
668
Kiker Wealth Management
Georgia
$93K -$21.2K -207 -19%
CIA
669
Cape Investment Advisory
Georgia
$93K +$56.4K +550 +155%
KPP
670
Kings Path Partners
Texas
$89.7K +$11.3K +110 +14%
TPWA
671
Twin Peaks Wealth Advisors
California
$84.7K +$84.3K +822 New
CAM
672
Clarity Asset Management
Iowa
$72.4K +$1.13K +11 +2%
PA
673
Parallel Advisors
California
$71.9K +$59.9K +584 +508%
NFSG
674
Newbridge Financial Services Group
Florida
$65.8K
CAM
675
Chesapeake Asset Management
New York
$64.5K -$90.6K -883 -58%

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.