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iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
LIS
751
Legacy Investment Solutions
Idaho
$721 +$718 +7 New
LWMI
752
Legacy Wealth Management (Idaho)
Idaho
$721 +$718 +7 New
FGA
753
Fortis Group Advisors
New Jersey
$309
PMFA
754
Plante Moran Financial Advisors
Michigan
$309 +$308 +3 New
DWM
755
Darwin Wealth Management
Florida
$211 -$3.38K -33 -94%
CW
756
Curio Wealth
Maryland
$206
ADL
757
Asset Dedication LLC
California
$206 +$205 +2 New
SWA
758
SOA Wealth Advisors
New York
$103 +$103 +1 New
DF
759
Dunhill Financial
United Kingdom
$102 -$1.03K -10 -91%
WA
760
Wilshire Advisors
California
-$3.82M -356,127 Closed
Jane Street
761
Jane Street
New York
-$20.2M -195,518 Closed
CI Investments Inc
762
CI Investments Inc
Ontario, Canada
-$20.2M -195,425 Closed
CLGM
763
Capitolis Liquid Global Markets
New York
-$15.2M -147,100 Closed
FTB
764
First Trust Bank
Bahamas
-$6.77M -65,390 Closed
DLCIG
765
D.L. Carlson Investment Group
New Hampshire
-$3.78M -36,510 Closed
SAM
766
Synergy Asset Management
Washington
-$3.22M -31,126 Closed
WWM
767
Whalen Wealth Management
Nevada
-$3.01M -29,060 Closed
ARC
768
Advisor Resource Council
Texas
-$2.73M -26,377 Closed
CAM
769
Cresset Asset Management
Illinois
-$1.32M -12,764 Closed
TVAMP
770
Tennessee Valley Asset Management Partners
Tennessee
-$1.09M -10,503 Closed
GS
771
GWN Securities
Florida
-$889K -8,587 Closed
SFC
772
Strategic Financial Concepts
Texas
-$888K -8,578 Closed
BIG
773
Brookwood Investment Group
Arizona
-$841K -8,126 Closed
HF
774
HRT Financial
New York
-$695K -6,721 Closed
AWA
775
Aquire Wealth Advisors
Utah
-$681K -6,579 Closed

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.