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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
CFS
751
Compass Financial Services
Iowa
$3.06K +$103 +1 +3%
MCA
752
Maryland Capital Advisors
Maryland
$2.69K +$2.68K +26 New
FFWM
753
Future Financial Wealth Management
Ohio
$2.58K
RCM
754
Raleigh Capital Management
North Carolina
$1.36K -$2.48K -24 -65%
BAM
755
Bellevue Asset Management
Washington
$1.34K
KFP
756
Kerr Financial Planning
California
$1.05K +$1.03K +10 New
CCM
757
Cloud Capital Management
Washington
$1K +$1.65K +16 New
SIC
758
Salem Investment Counselors
North Carolina
$827
LWMI
759
Legacy Wealth Management (Idaho)
Idaho
$724
S
760
SignatureFD
Georgia
$638 +$619 +6 New
AWM
761
Activest Wealth Management
Florida
$620 +$619 +6 New
FLP
762
Financial Life Planners
Arizona
$428 +$413 +4 New
Bank of Montreal
763
Bank of Montreal
Ontario, Canada
$310 -$1.97M -19,130 -100%
FGA
764
Fortis Group Advisors
New Jersey
$310
QC
765
Quent Capital
New York
$310 +$309 +3 New
DWM
766
Darwin Wealth Management
Florida
$211
ADL
767
Asset Dedication LLC
California
$207
SWA
768
SOA Wealth Advisors
New York
$103
GA
769
Guerra Advisors
Florida
$103 +$103 +1 New
SA
770
SoundView Advisors
Washington
-$19.4M -188,220 Closed
JSA
771
Jacobson & Schmitt Advisors
Wisconsin
-$18.9M -183,820 Closed
FTUS
772
Flow Traders U.S.
New York
-$13.5M -131,253 Closed
Citadel Advisors
773
Citadel Advisors
Florida
-$9.71M -94,135 Closed
QC
774
Quadrature Capital
United Kingdom
-$6.36M -61,856 Closed
TI
775
Tidal Investments
Wisconsin
-$3.18M -30,956 Closed