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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
BWA
101
Burt Wealth Advisors
Maryland
$14M +$351K +3,425 +3%
GGS
102
Galvin Gaustad & Stein
Arizona
$13.7M +$57.7K +562 +0.4%
FTUS
103
Flow Traders U.S.
New York
$13.5M +$13.5M +131,253 New
GC
104
Guggenheim Capital
Illinois
$13.5M -$225K -2,192 -2%
AA
105
AJ Advisors
Tennessee
$13.3M +$695K +6,776 +6%
TPW
106
Talon Private Wealth
Florida
$13.2M -$2.15M -20,918 -14%
VA
107
Valmark Advisers
Ohio
$13.1M -$524K -5,112 -4%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$13.1M -$888K -8,656 -6%
AMM
109
American Money Management
California
$13M +$188K +1,836 +1%
SMM
110
Stadion Money Management
Georgia
$12.9M -$780K -7,600 -6%
BCI
111
Brinker Capital Investments
Pennsylvania
$12.8M +$2.56M +24,941 +25%
BW
112
BIP Wealth
Georgia
$12.6M +$332K +3,237 +3%
MERSOM
113
Municipal Employees' Retirement System of Michigan
Michigan
$12.5M
DRS
114
Deane Retirement Strategies
Louisiana
$12.4M +$12.4M +120,498 New
VWM
115
Vigilare Wealth Management
Arizona
$12.4M +$12.3M +120,369 New
EFG
116
Ethos Financial Group
Pennsylvania
$12.1M +$3.67M +35,757 +44%
PDL
117
Portfolio Design Labs
California
$11.8M +$11.7M +114,263 New
UCFA
118
United Capital Financial Advisors
Texas
$11.6M +$11.3M +110,116 +5,093%
IA
119
IFG Advisory
Georgia
$11.4M +$84K +819 +0.7%
PFPT
120
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.3M +$3.6M +35,102 +47%
HF
121
Holcombe Financial
Georgia
$10.9M +$171K +1,663 +2%
NCM
122
Northland Capital Management
Minnesota
$10.9M +$222K +2,163 +2%
BIP
123
Blueprint Investment Partners
North Carolina
$10.8M -$4.38M -42,693 -29%
NB
124
NBT Bank
New York
$10.6M +$184K +1,793 +2%
SFA
125
Seneca Financial Advisors
New York
$10.6M +$10.6M +103,001 New

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.