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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $8.87B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 281 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

621% more call options, than puts

Call options by funds: $310K | Put options by funds: $43K

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

39% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 202

16% more capital invested

Capital invested by funds: $7.64B → $8.87B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 624655 (+31)

3.4% more ownership

Funds ownership: 73.99%77.4% (+3.4%)

Holders
655
Holders Change
+31
Holders Change %
+4.97%
% of All Funds
8.79%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
89
Increased
281
Reduced
202
Closed
45
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$12.6M -$26.4K -259 -0.2%
MERSOM
102
Municipal Employees' Retirement System of Michigan
Michigan
$12.5M
GP
103
Greenline Partners
New York
$12.3M -$9.89M -97,097 -45%
BW
104
BIP Wealth
Georgia
$12.3M +$542K +5,319 +5%
MML Investors Services
105
MML Investors Services
Massachusetts
$12.2M +$3.16M +30,967 +36%
BPA
106
Beacon Pointe Advisors
California
$11.9M -$1.01M -9,874 -8%
EWA
107
Exencial Wealth Advisors
Oklahoma
$11.7M +$1.24M +12,215 +12%
CM
108
Columbus Macro
Pennsylvania
$11.7M +$7.23K +71 +0.1%
IA
109
IFG Advisory
Georgia
$11.4M +$150K +1,475 +1%
HF
110
Holcombe Financial
Georgia
$10.8M +$147K +1,442 +1%
NCM
111
Northland Capital Management
Minnesota
$10.7M -$8.82M -86,586 -46%
NB
112
NBT Bank
New York
$10.5M +$1.57M +15,387 +18%
AA
113
Alesco Advisors
New York
$10.5M -$307K -3,012 -3%
NA
114
NewEdge Advisors
Louisiana
$10.4M +$6.04M +59,300 +143%
Osaic Holdings
115
Osaic Holdings
Arizona
$10.3M -$5.6M -54,981 -36%
BCI
116
Brinker Capital Investments
Pennsylvania
$10.3M +$359K +3,520 +4%
OPS
117
Orion Portfolio Solutions
Nebraska
$10.3M +$359K +3,520 +4%
CC
118
Courier Capital
New York
$10.1M -$43.4K -426 -0.4%
MC
119
McMorgan & Co
California
$9.53M +$9.38M +92,085 New
BCM
120
Brookstone Capital Management
Illinois
$9.48M -$4.9M -48,062 -34%
EC
121
Estate Counselors
Wisconsin
$9.1M +$8.96M +87,915 New
Truist Financial
122
Truist Financial
North Carolina
$9.08M +$285K +2,802 +3%
LIM
123
Leavell Investment Management
Alabama
$9.07M +$1.18M +11,625 +15%
EFG
124
Ethos Financial Group
Pennsylvania
$8.24M +$25.8K +253 +0.3%
STA
125
Summit Trail Advisors
New York
$8.24M +$3.64M +35,695 +81%