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iShares 0-5 Year TIPS Bond ETF

758 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 104 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)

7% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.33% (+0.07%)

1% less funds holding

Funds holding: 764758 (-6)

1% less capital invested

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

Holders
758
Holders Change
-6
Holders Change %
-0.79%
% of All Funds
9.22%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
104
Increased
307
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
726
Westfuller Advisors
New York
$8.15K +$103 +1 +1%
FWP
727
FAS Wealth Partners
Kansas
$7.68K +$3.6K +35 +88%
CW
728
Curio Wealth
Maryland
$7.67K
LI
729
LRI Investments
Florida
$7.37K
WTC
730
WhitTier Trust Company
Nevada
$7.07K
MCA
731
Maryland Capital Advisors
Maryland
$6.66K +$4.01K +39 +150%
MHR
732
Matthew Hamilton Rosenberg
$5.84K -$18.1K -176 -76%
OCM
733
Orion Capital Management
California
$5.84K
ETS
734
ESL Trust Services
New York
$5.32K +$5.35K +52 New
FDCDDQ
735
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.92K
SAM
736
Smartleaf Asset Management
Massachusetts
$4.61K -$113K -1,093 -96%
FIM
737
FWL Investment Management
Texas
$4.61K +$4.63K +45 New
FFA
738
Founders Financial Alliance
North Carolina
$4.26K -$77.2K -750 -95%
NRG
739
Nemes Rush Group
Michigan
$4.1K +$4.12K +40 New
RWA
740
Redmont Wealth Advisors
Illinois
$3.79K
TF
741
Tompkins Financial
New York
$3.58K +$3.6K +35 New
RCM
742
Raleigh Capital Management
North Carolina
$3.2K +$1.85K +18 +138%
CFS
743
Compass Financial Services
Iowa
$3.07K
KFP
744
Kerr Financial Planning
California
$2.1K +$1.03K +10 +100%
Q1WB
745
Quest 10 Wealth Builders
Virginia
$1.54K -$10.5K -102 -87%
SWM
746
SHP Wealth Management
Massachusetts
$1.54K +$1.54K +15 New
BAM
747
Bellevue Asset Management
Washington
$1.33K
TFA
748
Transamerica Financial Advisors
Florida
$1.21K -$55.2K -536 -98%
LAS
749
Lloyd Advisory Services
Georgia
$1.15K +$1.13K +11 New
OA
750
Operose Advisors
Wisconsin
$1.02K +$1.03K +10 New