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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
PWP
126
Prasad Wealth Partners
Ohio
$10.5M +$10.5M +102,131 New
GP
127
Greenline Partners
New York
$10.5M -$1.72M -16,783 -14%
CC
128
Courier Capital
New York
$10.5M +$399K +3,893 +4%
AA
129
Alesco Advisors
New York
$10.5M +$39.1K +381 +0.4%
BCM
130
Brookstone Capital Management
Illinois
$10.4M +$986K +9,613 +10%
AG
131
Ascent Group
Virginia
$10.2M +$9.59M +93,489 +1,592%
CM
132
Columbus Macro
Pennsylvania
$10.1M -$1.55M -15,065 -13%
BPA
133
Beacon Pointe Advisors
California
$9.87M -$1.93M -18,829 -16%
Citadel Advisors
134
Citadel Advisors
Florida
$9.69M +$4.98M +48,575 +107%
PEA
135
Park Edge Advisors
Ohio
$9.63M +$1.5M +14,630 +19%
MC
136
McMorgan & Co
California
$9.58M +$107K +1,042 +1%
EC
137
Estate Counselors
Wisconsin
$9.11M +$62.1K +605 +0.7%
PB
138
Prime Buchholz
New Hampshire
$8.98M -$11.3M -109,794 -56%
PPH
139
Pure Portfolios Holdings
Oregon
$8.84M +$2.14M +20,884 +32%
CW
140
CreativeOne Wealth
Kansas
$8.35M +$4.71M +45,874 +130%
FHA
141
First Horizon Advisors
Tennessee
$8.32M +$884K +8,620 +12%
LIM
142
Leavell Investment Management
Alabama
$8.25M -$769K -7,494 -9%
SIAM
143
Sterling Investment Advisors (Missouri)
Missouri
$7.95M +$197K +1,922 +3%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$7.92M -$127K -1,240 -2%
PWM
145
Penobscot Wealth Management
Maine
$7.47M +$799K +7,790 +12%
EWA
146
Elevate Wealth Advisory
Georgia
$7.44M -$724K -7,057 -9%
CFP
147
Cascade Financial Partners
California
$7.36M +$1.67M +16,272 +29%
Goldman Sachs
148
Goldman Sachs
New York
$7.19M +$2.32M +22,620 +48%
LFS
149
Lutz Financial Services
Nebraska
$7.18M +$448K +4,363 +7%
STA
150
Summit Trail Advisors
New York
$7.04M -$1.15M -11,230 -14%

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.