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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
SA
76
SoundView Advisors
Washington
$19.4M +$1.85M +17,995 +11%
PPW
77
Parcion Private Wealth
Washington
$19M +$212K +2,065 +1%
JSA
78
Jacobson & Schmitt Advisors
Wisconsin
$18.9M +$257K +2,503 +1%
JWM
79
Jeppson Wealth Management
California
$18.8M -$154K -1,500 -0.8%
OIA
80
OneDigital Investment Advisors
Kansas
$18.5M +$17.4M +169,221 +1,556%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$18.2M +$1.15M +11,239 +7%
PGA
82
Portland Global Advisors
Maine
$18M -$785K -7,651 -4%
EWM
83
Empirical Wealth Management
Washington
$17.9M -$1.73M -16,825 -9%
Creative Planning
84
Creative Planning
Kansas
$17.6M -$1.08M -10,485 -6%
IWC
85
Integrated Wealth Concepts
Massachusetts
$17.3M -$17.3M -169,028 -50%
WFS
86
Walker Financial Services
Kentucky
$17.3M +$1.18M +11,507 +7%
AA
87
Ancora Advisors
Ohio
$17.1M -$34.8K -339 -0.2%
DI
88
DDFG Inc
California
$17M +$16.9M +165,179 New
KIM
89
Kestra Investment Management
Texas
$16.9M +$16.8M +163,757 New
FGC
90
Financial Gravity Companies
Texas
$16.7M +$16.7M +162,378 New
KL
91
KWMG LLC
Kansas
$16.5M +$5.03K +49 +0%
AFG
92
Arkansas Financial Group
Arkansas
$16.3M +$82.2K +801 +0.5%
EWA
93
Exencial Wealth Advisors
Oklahoma
$16M +$4.35M +42,424 +38%
PAS
94
Park Avenue Securities
New York
$15.8M +$14.1M +136,970 +824%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$15.5M +$14.8M +144,120 +2,318%
TFF
96
The Family Firm
Maryland
$15.3M +$203K +1,982 +1%
FNT
97
First National Trust
Pennsylvania
$15M +$2.35M +22,923 +19%
Corient Private Wealth
98
Corient Private Wealth
Florida
$14.8M -$1.85M -18,057 -11%
Truist Financial
99
Truist Financial
North Carolina
$14.2M +$5.2M +50,672 +58%
Amundi
100
Amundi
France
$14.1M

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.