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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
GAM
51
Gould Asset Management
California
$31.1M -$6.09M -59,071 -16%
MMA
52
Miracle Mile Advisors
California
$30.4M +$29.9M +289,570 +6,121%
AAM
53
Austin Asset Management
Texas
$29.8M +$1.16M +11,233 +4%
KLI
54
Kelman-Lazarov Inc
Tennessee
$29.1M +$1.54M +14,962 +6%
UBS Group
55
UBS Group
Switzerland
$27.6M +$4.99M +48,334 +22%
PCIA
56
Prime Capital Investment Advisors
Kansas
$27.4M +$928K +8,995 +4%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$27.2M -$483K -4,682 -2%
MML Investors Services
58
MML Investors Services
Massachusetts
$27.1M -$1.02M -9,888 -4%
HighTower Advisors
59
HighTower Advisors
Illinois
$26.3M +$1.26M +12,210 +5%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$24.6M -$887K -8,600 -3%
EW
61
Evoke Wealth
California
$24.2M +$1.95M +18,871 +9%
RT
62
Rockland Trust
Massachusetts
$24.1M -$253K -2,456 -1%
NA
63
NewEdge Advisors
Louisiana
$23.8M +$2.52M +24,468 +12%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$23.6M +$2.28M +22,063 +11%
MCM
65
MAI Capital Management
Ohio
$23.3M +$987K +9,566 +4%
SFPM
66
Sensible Financial Planning & Management
Massachusetts
$23M +$294K +2,850 +1%
PFA
67
Pure Financial Advisors
California
$22.9M -$860K -8,342 -4%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$22.4M +$1.35M +13,111 +6%
Goldman Sachs
69
Goldman Sachs
New York
$21.8M +$14.6M +141,482 +202%
PMG
70
ProVise Management Group
Florida
$21.7M +$795K +7,706 +4%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$21.6M +$1.4M +13,529 +7%
JF
72
JSF Financial
California
$21.5M -$885K -8,581 -4%
Stifel Financial
73
Stifel Financial
Missouri
$21.1M +$1.52M +14,748 +8%
BAAM
74
Baker Avenue Asset Management
California
$20.9M -$2.2M -21,345 -10%
SFA
75
Seneca Financial Advisors
New York
$20.7M +$10.1M +97,486 +95%