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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
KFGG
701
Keystone Financial Group (Georgia)
Georgia
$22.1K -$324K -3,157 -94%
PP
702
PrairieView Partners
Minnesota
$22K +$1.85K +18 +9%
AIM
703
Arcadia Investment Management
Michigan
$21.6K
GWSG
704
GPS Wealth Strategies Group
Colorado
$21.6K +$4.62K +45 +27%
CPG
705
Cornerstone Planning Group
New Jersey
$21.6K +$15K +146 +232%
CA
706
Clearstead Advisors
Ohio
$20.6K -$498K -4,850 -96%
BCM
707
Boreal Capital Management
Florida
$20.6K
SWIM
708
Smallwood Wealth Investment Management
New Jersey
$20.6K
SS
709
Sunbelt Securities
Texas
$19.5K +$5.44K +53 +38%
VFA
710
Valeo Financial Advisors
Indiana
$17.7K +$1.82M +17,730 New
LFG
711
Larson Financial Group
Missouri
$17.6K +$308 +3 +2%
EDRH
712
Edmond de Rothschild Holding
Switzerland
$17K
Q1WB
713
Quest 10 Wealth Builders
Virginia
$15.7K +$15.7K +153 New
OFG
714
Oxford Financial Group
Indiana
$15.6K +$15.6K +152 New
NS
715
NBC Securities
Alabama
$15K +$2.56K +25 +19%
GWANC
716
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.8K +$5.03K +49 +52%
HCM
717
Horrell Capital Management
Arkansas
$14.4K
Franklin Resources
718
Franklin Resources
California
$14K +$14K +136 New
Deutsche Bank
719
Deutsche Bank
Germany
$13.5K
MBFW
720
Morton Brown Family Wealth
Pennsylvania
$12.2K
Simplex Trading
721
Simplex Trading
Illinois
$12K +$12.4K +121 New
GTAM
722
Global Trust Asset Management
Florida
$10.3K
LC
723
Luminist Capital
Michigan
$10.2K +$10.3K +100 New
MWM
724
Mascoma Wealth Management
New Hampshire
$10.1K -$103 -1 -1%
HIA
725
HFM Investment Advisors
New Jersey
$10K +$1.64K +16 +20%

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.