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iShares 0-5 Year TIPS Bond ETF

757 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, 307 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 307 | 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 funds holding

Funds holding: 764757 (-7)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$113M)

Holders
757
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
9.21%
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
307
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
726
FAS Wealth Partners
Kansas
$7.68K +$3.6K +35 +88%
CW
727
Curio Wealth
Maryland
$7.67K
LI
728
LRI Investments
Florida
$7.37K
WTC
729
WhitTier Trust Company
Nevada
$7.07K
MCA
730
Maryland Capital Advisors
Maryland
$6.66K +$4.01K +39 +150%
MHR
731
Matthew Hamilton Rosenberg
$5.84K -$18.1K -176 -76%
OCM
732
Orion Capital Management
California
$5.84K
ETS
733
ESL Trust Services
New York
$5.32K +$5.35K +52 New
FDCDDQ
734
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.92K
SAM
735
Smartleaf Asset Management
Massachusetts
$4.61K -$113K -1,093 -96%
FIM
736
FWL Investment Management
Texas
$4.61K +$4.63K +45 New
FFA
737
Founders Financial Alliance
North Carolina
$4.26K -$77.2K -750 -95%
NRG
738
Nemes Rush Group
Michigan
$4.1K +$4.12K +40 New
RWA
739
Redmont Wealth Advisors
Illinois
$3.79K
TF
740
Tompkins Financial
New York
$3.58K +$3.6K +35 New
RCM
741
Raleigh Capital Management
North Carolina
$3.2K +$1.85K +18 +138%
CFS
742
Compass Financial Services
Iowa
$3.07K
KFP
743
Kerr Financial Planning
California
$2.1K +$1.03K +10 +100%
Q1WB
744
Quest 10 Wealth Builders
Virginia
$1.54K -$10.5K -102 -87%
SWM
745
SHP Wealth Management
Massachusetts
$1.54K +$1.54K +15 New
BAM
746
Bellevue Asset Management
Washington
$1.33K
TFA
747
Transamerica Financial Advisors
Florida
$1.21K -$55.2K -536 -98%
LAS
748
Lloyd Advisory Services
Georgia
$1.15K +$1.13K +11 New
OA
749
Operose Advisors
Wisconsin
$1.02K +$1.03K +10 New
S
750
SignatureFD
Georgia
$756 +$103 +1 +17%