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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
CC
126
Courier Capital
New York
$10.6M +$35.5K +344 +0.3%
GP
127
Greenline Partners
New York
$10.5M -$44.9K -435 -0.4%
AA
128
Alesco Advisors
New York
$10.2M -$289K -2,806 -3%
STA
129
Summit Trail Advisors
New York
$10.2M +$3.11M +30,199 +44%
PDL
130
Portfolio Design Labs
California
$10M -$1.81M -17,531 -15%
PPH
131
Pure Portfolios Holdings
Oregon
$9.72M +$837K +8,114 +9%
CA
132
Cambridge Associates
Massachusetts
$9.7M +$7.4M +71,748 +325%
CM
133
Columbus Macro
Pennsylvania
$9.58M -$526K -5,101 -5%
CW
134
CreativeOne Wealth
Kansas
$9.29M +$900K +8,728 +11%
DWS
135
Discipline Wealth Solutions
South Carolina
$9.2M +$9.18M +89,042 New
VCM
136
Virtue Capital Management
Tennessee
$9.01M +$3.76M +36,424 +551%
AG
137
Ascent Group
Virginia
$8.87M -$1.39M -13,519 -14%
LIM
138
Leavell Investment Management
Alabama
$8.74M +$452K +4,381 +5%
FHC
139
First Horizon Corporation
Tennessee
$8.57M +$8.55M +82,915 New
BIP
140
Blueprint Investment Partners
North Carolina
$8.57M -$2.24M -21,759 -21%
William Blair & Company
141
William Blair & Company
Illinois
$8.48M +$1.51M +14,669 +22%
PWM
142
Penobscot Wealth Management
Maine
$8.37M +$865K +8,383 +12%
MA
143
Mutual Advisors
Nebraska
$8.25M -$16.9M -164,217 -67%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$8.17M +$3.56M +34,500 +78%
CFP
145
Cascade Financial Partners
California
$8.05M +$655K +6,351 +9%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$8.03M +$72.4K +702 +0.9%
CCFM
147
Clear Creek Financial Management
Washington
$7.9M +$6.08M +58,924 +337%
LFS
148
Lutz Financial Services
Nebraska
$7.89M +$679K +6,583 +9%
SIAM
149
Sterling Investment Advisors (Missouri)
Missouri
$7.71M -$279K -2,704 -4%
EWA
150
Elevate Wealth Advisory
Georgia
$7.28M -$192K -1,865 -3%