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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
APC
826
Aspire Private Capital
North Carolina
-$241K -2,332 Closed
SWP
827
ShoreHaven Wealth Partners
New Jersey
-$232K -2,245 Closed
AFP
828
Ausdal Financial Partners
Iowa
-$230K -2,225 Closed
SWIG
829
Strategic Wealth Investment Group
Kentucky
-$229K -2,215 Closed
WWA
830
Wingate Wealth Advisors
Massachusetts
-$228K -2,205 Closed
SWA
831
Sax Wealth Advisors
New Jersey
-$221K -2,137 Closed
AQR Capital Management
832
AQR Capital Management
Connecticut
-$217K -2,103 Closed
MWM
833
Maripau Wealth Management
Indiana
-$216K -2,085 Closed
GSAM
834
Grant Street Asset Management
Pennsylvania
-$209K -2,024 Closed
TWM
835
TSA Wealth Management
Texas
-$207K -2,005 Closed
BCM
836
Basso Capital Management
Connecticut
-$207K -2,000 Closed
SWA
837
Stratos Wealth Advisors
Ohio
-$205K -1,984 Closed
GM
838
GeoWealth Management
Illinois
-$198K -1,912 Closed
SAS
839
Stelac Advisory Services
New York
-$150K -1,454 Closed
LFA
840
LGT Financial Advisors
Texas
-$103K -999 Closed
MG
841
Mather Group
Illinois
-$63.9K -618 Closed
SC
842
SouthState Corp
Florida
-$48.1K -465 Closed
RP
843
Rice Partnership
Hawaii
-$41.6K -402 Closed
NRC
844
New Republic Capital
North Carolina
-$29.9K -289 Closed
GWSG
845
GPS Wealth Strategies Group
Colorado
-$21.9K -212 Closed
GTAM
846
Global Trust Asset Management
Florida
-$10.3K -100 Closed
LC
847
Luminist Capital
Michigan
-$10.3K -100 Closed
ACA
848
American Capital Advisory
Idaho
-$9.1K -88 Closed
PPC
849
Park Place Capital
Alabama
-$8.58K -83 Closed
BSB
850
Bangor Savings Bank
Maine
-$6.41K -62 Closed