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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
4WM
776
49 Wealth Management
Texas
-$592K -5,717 Closed
ECA
777
Elevation Capital Advisory
Oregon
-$443K -4,277 Closed
XT
778
XTX Topco
Cayman Islands
-$422K -4,080 Closed
DIM
779
Delta Investment Management
California
-$414K -3,997 Closed
GSEP
780
Golden State Equity Partners
California
-$351K -3,393 Closed
SC
781
Sykon Capital
New York
-$341K -3,300 Closed
PI
782
PFG Investments
New York
-$293K -2,836 Closed
BFG
783
Birch Financial Group
New Hampshire
-$281K -2,716 Closed
JWBC
784
John W. Brooker & Co
California
-$248K -2,400 Closed
FA
785
FDx Advisors
Illinois
-$241K -2,330 Closed
CP
786
Castleview Partners
Texas
-$239K -2,313 Closed
PRS
787
Pinkerton Retirement Specialists
Idaho
-$238K -2,302 Closed
EBA
788
Eagle Bay Advisors
New York
-$228K -2,200 Closed
FL
789
FreeGulliver LLC
Louisiana
-$219K -2,112 Closed
WAM
790
WNY Asset Management
New York
-$203K -1,963 Closed
LWANC
791
Laurel Wealth Advisors (North Carolina)
North Carolina
-$82.8K -800 Closed
WIM
792
Westside Investment Management
California
-$75.6K -737 Closed
AF
793
Atala Financial
California
-$71.8K -694 Closed
WW
794
Winnow Wealth
Texas
-$62.7K -606 Closed
MG
795
Mather Group
Illinois
-$32.2K -311 Closed
KC
796
Knuff & Co
California
-$26.6K -257 Closed
LWA
797
Lowe Wealth Advisors
Maryland
-$20.7K -200 Closed
RIL
798
Rothschild Investment LLC
Illinois
-$8.17K -79 Closed
RWM
799
Ruedi Wealth Management
Illinois
-$6.93K -67 Closed
CWM
800
Compass Wealth Management
Connecticut
-$3K -29 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.