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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
TWM
651
TSA Wealth Management
Texas
$207K -$413 -4 -0.2%
BCM
652
Basso Capital Management
Connecticut
$207K +$206K +2,000 New
SCM
653
Sterneck Capital Management
Missouri
$207K
WA
654
WBH Advisory
Maryland
$207K
SWA
655
Stratos Wealth Advisors
Ohio
$205K +$309 +3 +0.2%
TBC
656
Ted Buchan & Co
California
$203K -$374K -3,629 -65%
IWM
657
Inlight Wealth Management
Georgia
$198K +$45.7K +443 +30%
GM
658
GeoWealth Management
Illinois
$198K +$92.6K +898 +89%
MSWA
659
Marshall & Sterling Wealth Advisors
New York
$167K +$1.75K +17 +1%
CA
660
CoreCap Advisors
Michigan
$151K +$28.7K +278 +23%
SAS
661
Stelac Advisory Services
New York
$150K +$150K +1,454 New
HWM
662
Horizons Wealth Management
North Carolina
$132K
EPIME
663
Evelyn Partners Investment Management (Europe)
$128K
MIFH
664
Migdal Insurance & Financial Holdings
Israel
$128K
CIA
665
Cape Investment Advisory
Georgia
$128K +$34.2K +332 +37%
SAM
666
Smartleaf Asset Management
Massachusetts
$118K -$19.5K -189 -14%
CSPIA
667
Cary Street Partners Investment Advisory
Virginia
$110K +$8.25K +80 +8%
BC
668
Barrett & Company
Rhode Island
$109K
TCM
669
TD Capital Management
Tennessee
$108K +$1.14K +11 +1%
LB
670
Legacy Bridge
Iowa
$106K
RWS
671
Retirement Wealth Solutions
Wisconsin
$106K
LFA
672
LGT Financial Advisors
Texas
$103K +$77.4K +750 +301%
Fifth Third Bancorp
673
Fifth Third Bancorp
Ohio
$101K -$118K -1,148 -54%
M
674
MOTCO
Texas
$99.4K +$99.2K +962 New
KPP
675
Kings Path Partners
Texas
$90.1K