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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $8.87B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 281 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

621% more call options, than puts

Call options by funds: $310K | Put options by funds: $43K

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

39% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 202

16% more capital invested

Capital invested by funds: $7.64B → $8.87B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 624655 (+31)

3.4% more ownership

Funds ownership: 73.99%77.4% (+3.4%)

Holders
655
Holders Change
+31
Holders Change %
+4.97%
% of All Funds
8.79%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
89
Increased
281
Reduced
202
Closed
45
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
51
Pure Financial Advisors
California
$25.1M -$993K -9,747 -4%
RT
52
Rockland Trust
Massachusetts
$24.3M +$1.27M +12,427 +6%
JF
53
JSF Financial
California
$23.9M +$23.5M +231,040 New
MCM
54
MAI Capital Management
Ohio
$23.8M +$853K +8,374 +4%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$23.5M +$1.3M +12,766 +6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$23.1M +$4.08M +40,052 +22%
TCMP
57
Thrive Capital Management (Pennsylvania)
Pennsylvania
$23M +$46.4M +455,294 New
BAAM
58
Baker Avenue Asset Management
California
$22.9M +$22.5M +221,210 New
SFPM
59
Sensible Financial Planning & Management
Massachusetts
$22.4M +$557K +5,469 +3%
EW
60
Evoke Wealth
California
$21.5M +$17.8M +174,367 +516%
UBS Group
61
UBS Group
Switzerland
$21.4M +$1.65M +16,183 +8%
PMG
62
ProVise Management Group
Florida
$21M +$1.65M +16,233 +9%
HighTower Advisors
63
HighTower Advisors
Illinois
$21M +$682K +6,692 +3%
PB
64
Prime Buchholz
New Hampshire
$20.4M +$2.5M +24,582 +14%
Jane Street
65
Jane Street
New York
$20.2M +$19.9M +195,518 New
CI Investments Inc
66
CI Investments Inc
Ontario, Canada
$20.2M +$8.2M +80,525 +70%
PA
67
Parkside Advisors
California
$20.1M -$44.3K -435 -0.2%
SCM
68
Stordahl Capital Management
Colorado
$19.8M +$227K +2,227 +1%
EWM
69
Empirical Wealth Management
Washington
$19.7M -$551K -5,407 -3%
TC
70
TownSquare Capital
Utah
$19.2M +$624K +6,124 +3%
JWM
71
Jeppson Wealth Management
California
$19M -$14.2K -139 -0.1%
PGA
72
Portland Global Advisors
Maine
$18.9M +$287K +2,818 +2%
PPW
73
Parcion Private Wealth
Washington
$18.8M +$18.6M +182,122 New
Creative Planning
74
Creative Planning
Kansas
$18.8M -$304K -2,983 -2%
JSA
75
Jacobson & Schmitt Advisors
Wisconsin
$18.8M +$671K +6,588 +4%