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iShares 0-5 Year TIPS Bond ETF

756 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, 306 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 306 | 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 capital invested

Capital invested by funds: $10.5B → $10.4B (-$114M)

1% less funds holding

Funds holding: 764756 (-8)

Holders
756
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
9.2%
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
306
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$33.9M -$17.7M -171,617 -34%
KLI
52
Kelman-Lazarov Inc
Tennessee
$31M +$2.2M +21,344 +8%
Jane Street
53
Jane Street
New York
$30.9M +$30.3M +294,349 +4,063%
MMA
54
Miracle Mile Advisors
California
$30.9M +$724K +7,031 +2%
Creative Planning
55
Creative Planning
Kansas
$29.9M +$13.2M +128,569 +79%
AAM
56
Austin Asset Management
Texas
$29.7M +$232K +2,250 +0.8%
PCIA
57
Prime Capital Investment Advisors
Kansas
$29.6M +$2.52M +24,482 +9%
Victory Capital Management
58
Victory Capital Management
Texas
$28.6M -$9.19M -89,307 -24%
UBS Group
59
UBS Group
Switzerland
$26.6M -$747K -7,253 -3%
Corient Private Wealth
60
Corient Private Wealth
Florida
$26.6M +$22.4M +217,273 +512%
EW
61
Evoke Wealth
California
$26.2M +$2.24M +21,762 +9%
HighTower Advisors
62
HighTower Advisors
Illinois
$26.1M +$68.8K +668 +0.3%
SFA
63
Seneca Financial Advisors
New York
$24M +$3.49M +33,898 +17%
RT
64
Rockland Trust
Massachusetts
$23.7M -$194K -1,888 -0.8%
MCM
65
MAI Capital Management
Ohio
$23.6M +$463K +4,502 +2%
PMG
66
ProVise Management Group
Florida
$23.2M +$1.71M +16,609 +8%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$23.1M -$1.28M -12,436 -5%
CCM
68
Coldstream Capital Management
Washington
$22.7M +$20.5M +199,184 +871%
Osaic Holdings
69
Osaic Holdings
Arizona
$22.5M -$18M -174,913 -44%
NP
70
NorthRock Partners
Minnesota
$22.5M +$22.6M +219,624 New
JF
71
JSF Financial
California
$22.2M +$943K +9,158 +4%
PFA
72
Pure Financial Advisors
California
$21.8M -$875K -8,499 -4%
SA
73
SoundView Advisors
Washington
$21.5M +$21.6M +210,264 New
SCM
74
Stordahl Capital Management
Colorado
$21.2M +$842K +8,176 +4%
KIM
75
Kestra Investment Management
Texas
$21.2M +$2.49M +24,177 +13%