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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
Legacy Financial Group (Iowa)
801
Legacy Financial Group (Iowa)
Iowa
-$452K -4,371 Closed
FFA
802
Florida Financial Advisors
Florida
-$447K -4,327 Closed
RFG
803
Range Financial Group
Oregon
-$418K -4,043 Closed
CWM
804
Centurion Wealth Management
Virginia
-$391K -3,787 Closed
CWS
805
Cypress Wealth Services
California
-$368K -3,562 Closed
CQWA
806
Chokshi & Queen Wealth Advisors
California
-$365K -3,527 Closed
WI
807
WBI Investments
New Jersey
-$358K -3,467 Closed
HPM
808
Hoxton Planning & Management
West Virginia
-$348K -3,371 Closed
TCA
809
Transcend Capital Advisors
New Jersey
-$338K -3,268 Closed
AWA
810
Arkadios Wealth Advisors
Georgia
-$331K -3,200 Closed
BBA
811
Braun-Bostich & Associates
Pennsylvania
-$319K -3,089 Closed
SL
812
Sentinus LLC
Illinois
-$304K -2,944 Closed
LWL
813
Leo Wealth LLC
Texas
-$301K -2,913 Closed
XT
814
XTX Topco
Cayman Islands
-$301K -2,909 Closed
CBA
815
Coastal Bridge Advisors
Connecticut
-$290K -2,806 Closed
IAS
816
Integrity Advisory Solutions
Texas
-$287K -2,773 Closed
M1FG
817
Mach-1 Financial Group
Arkansas
-$287K -2,773 Closed
MA
818
MKT Advisors
California
-$281K -2,720 Closed
BWA
819
BCU Wealth Advisors
Illinois
-$280K -2,707 Closed
TWM
820
Tradition Wealth Management
Minnesota
-$276K -2,670 Closed
ATS
821
Ashton Thomas Securities
New York
-$272K -2,635 Closed
SPAS
822
Spectrum Planning & Advisory Services
California
-$272K -2,629 Closed
CAM
823
Concorde Asset Management
Michigan
-$266K -2,580 Closed
NEPWA
824
New England Private Wealth Advisors
Massachusetts
-$250K -2,422 Closed
FCA
825
Fortis Capital Advisors
Kansas
-$250K -2,420 Closed