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iShares 0-5 Year TIPS Bond ETF

765 hedge funds and large institutions have $10.5B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 206 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 206

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

6% more capital invested

Capital invested by funds: $9.92B → $10.5B (+$582M)

3.39% more ownership

Funds ownership: 77.87%81.26% (+3.4%)

1% more funds holding

Funds holding: 755765 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

Holders
765
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
10.04%
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.79%
New
76
Increased
394
Reduced
206
Closed
50
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Stordahl Capital Management
Colorado
$20.6M +$387K +3,754 +2%
BPA
77
Beacon Pointe Advisors
California
$19.8M +$9.85M +95,532 +100%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$19.4M +$3.9M +37,840 +25%
IWC
79
Integrated Wealth Concepts
Massachusetts
$19.2M +$1.75M +16,999 +10%
OIA
80
OneDigital Investment Advisors
Kansas
$19.1M +$474K +4,591 +3%
PPW
81
Parcion Private Wealth
Washington
$19.1M +$40.8K +396 +0.2%
KIM
82
Kestra Investment Management
Texas
$18.9M +$1.94M +18,766 +11%
DI
83
DDFG Inc
California
$18.7M +$1.6M +15,519 +9%
PGA
84
Portland Global Advisors
Maine
$18.6M +$537K +5,209 +3%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$18.4M +$156K +1,511 +0.9%
JWM
86
Jeppson Wealth Management
California
$18.3M -$565K -5,479 -3%
EWA
87
Exencial Wealth Advisors
Oklahoma
$18.2M +$2.09M +20,251 +13%
EWM
88
Empirical Wealth Management
Washington
$17.9M -$68.2K -661 -0.4%
DRS
89
Deane Retirement Strategies
Louisiana
$17.4M +$4.9M +47,498 +39%
AA
90
Ancora Advisors
Ohio
$17.3M +$186K +1,804 +1%
FGAM
91
Financial Gravity Asset Management
Texas
$17.1M +$17.1M +165,832 New
KL
92
KWMG LLC
Kansas
$16.9M +$408K +3,953 +2%
Creative Planning
93
Creative Planning
Kansas
$16.9M -$776K -7,523 -4%
AFG
94
Arkansas Financial Group
Arkansas
$16.8M +$481K +4,665 +3%
PB
95
Prime Buchholz
New Hampshire
$16.5M +$7.49M +72,619 +83%
WFS
96
Walker Financial Services
Kentucky
$16.4M -$981K -9,515 -6%
PAS
97
Park Avenue Securities
New York
$16M +$165K +1,600 +1%
FNT
98
First National Trust
Pennsylvania
$15.9M +$901K +8,735 +6%
NYLIM
99
New York Life Investment Management
New York
$15.5M -$25.6M -248,131 -62%
BWA
100
Burt Wealth Advisors
Maryland
$14.6M +$522K +5,063 +4%