We are live on ! Find out more
STIP icon

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
EWA
126
Elevate Wealth Advisory
Georgia
$8.21M +$319K +3,129 +4%
PEA
127
Park Edge Advisors
Ohio
$8.16M +$333K +3,267 +4%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$8.09M +$5.83M +57,268 +273%
SIAM
129
Sterling Investment Advisors (Missouri)
Missouri
$7.79M +$377K +3,703 +5%
PFPT
130
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.73M +$2.91M +28,546 +62%
FHA
131
First Horizon Advisors
Tennessee
$7.47M +$207K +2,032 +3%
ACA
132
Aptus Capital Advisors
Alabama
$7.4M +$2.82M +27,649 +63%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$7.32M +$732K +7,186 +11%
William Blair & Company
134
William Blair & Company
Illinois
$6.83M -$13K -128 -0.2%
BFG
135
Bleakley Financial Group
New Jersey
$6.8M +$80.9K +794 +1%
LFS
136
Lutz Financial Services
Nebraska
$6.77M +$606K +5,943 +10%
FTB
137
First Trust Bank
Bahamas
$6.77M
PPH
138
Pure Portfolios Holdings
Oregon
$6.73M +$366K +3,595 +6%
PWM
139
Penobscot Wealth Management
Maine
$6.71M +$6.6M +64,825 New
SMAM
140
Sugar Maple Asset Management
Wisconsin
$6.7M +$486K +4,765 +8%
CSB
141
City State Bank
Iowa
$6.7M +$588K +5,770 +10%
IWM
142
Integris Wealth Management
California
$6.52M +$283K +2,777 +5%
EFN
143
Equita Financial Network
Pennsylvania
$6.38M +$465K +4,563 +8%
QWM
144
Quadcap Wealth Management
Texas
$6.38M +$1.02M +10,031 +19%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$6.37M +$448K +4,394 +8%
TCPG
146
Trivant Custom Portfolio Group
California
$6.29M +$731K +7,179 +13%
SPWM
147
Spartan Planning & Wealth Management
North Carolina
$6.14M +$6.04M +59,303 New
HBFP
148
Henderson Brothers Financial Partners
Pennsylvania
$5.9M +$5.87M +57,600 New
FFS
149
Fischer Financial Services
Pennsylvania
$5.84M +$352K +3,455 +7%
CFP
150
Cascade Financial Partners
California
$5.72M +$1.83M +18,002 +48%