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iShares 0-5 Year TIPS Bond ETF

758 hedge funds and large institutions have $11.9B invested in iShares 0-5 Year TIPS Bond ETF in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 328 increasing their positions, 239 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 239

26% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 73

16% more funds holding in top 10

Funds holding in top 10: 6373 (+10)

15% more capital invested

Capital invested by funds: $10.4B → $11.9B (+$1.52B)

0.94% more ownership

Funds ownership: 81.33%82.27% (+0.94%)

0% more funds holding

Funds holding: 758758 (0)

Holders
758
Holders Change
Holders Change %
0%
% of All Funds
9.33%
Holding in Top 10
73
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.87%
% of All Funds
0.9%
New
92
Increased
328
Reduced
239
Closed
73
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pure Financial Advisors
California
$21.8M -$239K -2,317 -1%
AWM
77
AE Wealth Management
Kansas
$21.1M +$20.3M +197,263 +2,918%
DRS
78
Deane Retirement Strategies
Louisiana
$20.5M +$20.4M +197,980 +206,229%
AFG
79
Arkansas Financial Group
Arkansas
$20.1M +$1.19M +11,539 +6%
DI
80
DDFG Inc
California
$19.9M +$583K +5,661 +3%
PGA
81
Portland Global Advisors
Maine
$19.7M +$363K +3,523 +2%
PPW
82
Parcion Private Wealth
Washington
$19.7M +$338K +3,286 +2%
FGAM
83
Financial Gravity Asset Management
Texas
$19.3M +$597K +5,803 +3%
AA
84
Ancora Advisors
Ohio
$18.8M +$75.7K +735 +0.4%
EWA
85
Exencial Wealth Advisors
Oklahoma
$18.7M +$356K +3,454 +2%
EPM
86
Elm Partners Management
Pennsylvania
$18.5M -$25.7M -249,346 -58%
SMM
87
Stadion Money Management
Georgia
$18.5M -$185K -1,799 -1%
KL
88
KWMG LLC
Kansas
$18M +$649K +6,308 +4%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$18M -$2.12M -20,563 -11%
JWM
90
Jeppson Wealth Management
California
$17.7M +$68.3K +663 +0.4%
EWM
91
Empirical Wealth Management
Washington
$17.6M -$366K -3,559 -2%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$17.4M +$9.16M +88,934 +112%
PB
93
Prime Buchholz
New Hampshire
$16.8M +$6.2M +60,202 +59%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$16.4M +$2.63M +25,503 +19%
NCM
95
Northland Capital Management
Minnesota
$16.4M +$6.12M +59,415 +60%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$16.3M -$985K -9,563 -6%
BW
97
BIP Wealth
Georgia
$16M +$819K +7,950 +5%
VA
98
Valmark Advisers
Ohio
$15.9M +$28.6K +278 +0.2%
AA
99
AJ Advisors
Tennessee
$15.3M +$567K +5,504 +4%
MML Investors Services
100
MML Investors Services
Massachusetts
$15.1M +$1.23M +11,995 +9%

STIP Hedge Fund Activity: Q1 2026 in Review

758 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q1 2026, worth a combined $11.9B — up 15% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new STIP positions and 73 closed out — a net gain of 19 holders — while 328 added to existing stakes and 239 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was Fidelity Investments, cutting an estimated $217M.

  • 758 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $11.9B of iShares 0-5 Year TIPS Bond ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 92 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q1 2026 and 73 closed out, a net change of +19 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q1 2026 was BlackRock, an estimated $1.25B added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q1 2026 was Fidelity Investments, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2026.