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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
CA
651
CoreCap Advisors
Michigan
$109K -$41.2K -400 -27%
TCM
652
TD Capital Management
Tennessee
$108K +$1.44K +14 +1%
BC
653
Barrett & Company
Rhode Island
$108K
DRS
654
Deane Retirement Strategies
Louisiana
$107K -$17.3M -167,900 -100%
TCM
655
Triumph Capital Management
Colorado
$106K +$106K +1,034 New
LB
656
Legacy Bridge
Iowa
$105K
M
657
MOTCO
Texas
$98.5K
KPP
658
Kings Path Partners
Texas
$91.3K +$2.06K +20 +2%
MWA
659
Medallion Wealth Advisors
Connecticut
$80.7K +$32.9K +320 +68%
HIA
660
Harbor Investment Advisory
Maryland
$75.3K +$75.7K +735 New
MCA
661
Midwest Capital Advisors
Michigan
$75.2K -$1.21M -11,798 -94%
RF
662
Rossby Financial
Florida
$74.5K +$26.6K +258 +55%
WW
663
Winnow Wealth
Texas
$71.2K -$17K -165 -19%
SAG
664
SageView Advisory Group
California
$68.6K +$69K +670 New
AP
665
Advisors Preferred
Maryland
$68.3K -$359K -3,487 -84%
SRCM
666
Signature Resources Capital Management
California
$67.4K +$6.79K +66 +11%
WOSD
667
WFA of San Diego
California
$66K +$22.1K +215 +50%
NFSG
668
Newbridge Financial Services Group
Florida
$65.4K
CPG
669
Cornerstone Planning Group
New Jersey
$64.8K -$545K -5,294 -89%
FFO
670
Fortitude Family Office
Arizona
$60.1K +$60.4K +587 New
GWP
671
Gen-Wealth Partners
Michigan
$59.2K -$353K -3,427 -86%
IWM
672
IMG Wealth Management
Florida
$55.6K -$7.41K -72 -12%
BCPWM
673
Bradley & Co Private Wealth Management
Florida
$53.2K
CMBA
674
C.M. Bidwell & Associates
Hawaii
$52.7K
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
$47.3K -$61.8K -600 -56%