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
IWM
676
IMG Wealth Management
Florida
$63.3K -$12.4K -121 -16%
BCPWM
677
Bradley & Co Private Wealth Management
Florida
$53.5K
CMBA
678
C.M. Bidwell & Associates
Hawaii
$53K
WOSD
679
WFA of San Diego
California
$51.5K +$51.3K +500 New
RF
680
Rossby Financial
Florida
$50.5K +$3.08K +30 +7%
MWA
681
Medallion Wealth Advisors
Connecticut
$47.9K
EWA
682
EverSource Wealth Advisors
Alabama
$44.9K +$12.6K +123 +39%
SRCM
683
Signature Resources Capital Management
California
$44K +$13.6K +133 +45%
SFA
684
Semmax Financial Advisors
North Carolina
$43.3K +$43.2K +421 New
QWM
685
Quaker Wealth Management
New Jersey
$43.2K +$43.1K +420 New
CIAS
686
Capital Investment Advisory Services
North Carolina
$39.5K +$205 +2 +0.5%
CT
687
Colonial Trust
South Carolina
$39.4K
BWAM
688
Boyd Watterson Asset Management
Ohio
$33.9K
RPCA
689
Running Point Capital Advisors
California
$33.8K
WSFS
690
Wilmington Savings Fund Society
Delaware
$31K
HNB
691
Huntington National Bank
Ohio
$31K
NRC
692
New Republic Capital
North Carolina
$27.8K +$27.7K +270 New
HWA
693
HHM Wealth Advisors
Tennessee
$27.5K
AWM
694
AllSquare Wealth Management
New York
$27.3K -$4.1K -40 -13%
CFG
695
Chapman Financial Group
Hawaii
$25.7K +$25.6K +250 New
LFA
696
LGT Financial Advisors
Texas
$25.6K +$25.5K +249 New
C
697
Covestor
United Kingdom
$25K +$25.1K +245 New
MHR
698
Matthew Hamilton Rosenberg
$24K -$1.03K -10 -4%
SIS
699
Sound Income Strategies
Florida
$23.1K +$11.7K +114 +103%
JFGIW
700
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.3K +$22.3K +217 New

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.