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iShares 0-5 Year TIPS Bond ETF

756 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, 306 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 306 | 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 capital invested

Capital invested by funds: $10.5B → $10.4B (-$114M)

1% less funds holding

Funds holding: 764756 (-8)

Holders
756
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
9.2%
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
306
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
SigFig Wealth Management
California
-$1.32M -12,748 Closed
TVM
777
True Vision MN
Minnesota
-$1.3M -12,607 Closed
IWA
778
Icon Wealth Advisors
Texas
-$1.29M -12,504 Closed
SW
779
Simplicity Wealth
New Jersey
-$1.25M -12,121 Closed
BHWM
780
Bay Harbor Wealth Management
Maryland
-$1.17M -11,315 Closed
PFG
781
PAX Financial Group
Texas
-$1.15M -11,123 Closed
PFA
782
Pettinga Financial Advisors
Indiana
-$898K -8,692 Closed
I
783
INVST
Indiana
-$898K -8,688 Closed
SFO
784
Stokes Family Office
Louisiana
-$721K -6,973 Closed
CAG
785
Csenge Advisory Group
Florida
-$720K -6,967 Closed
MWM
786
McNaughton Wealth Management
California
-$647K -6,262 Closed
SWM
787
SFG Wealth Management
Maryland
-$631K -6,108 Closed
JC
788
JB Capital
Connecticut
-$624K -6,036 Closed
TF
789
Theory Financial
Colorado
-$622K -6,017 Closed
OAP
790
One Advisory Partners
Kansas
-$622K -6,010 Closed
3F
791
360 Financial
Minnesota
-$617K -5,967 Closed
PCA
792
Prosperity Capital Advisors
Ohio
-$609K -5,894 Closed
HF
793
HRT Financial
New York
-$597K -5,780 Closed
MYIA
794
Mount Yale Investment Advisors
Colorado
-$573K -5,546 Closed
EWM
795
Echo Wealth Management
Minnesota
-$551K -5,334 Closed
WA
796
Wealth Alliance
New York
-$551K -5,326 Closed
AWM
797
Apollon Wealth Management
South Carolina
-$507K -4,907 Closed
AR
798
Apeiron RIA
Texas
-$497K -4,814 Closed
SFS
799
Security Financial Services
Indiana
-$478K -4,628 Closed
AWP
800
Avid Wealth Partners
Texas
-$457K -4,418 Closed