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iShares 0-5 Year TIPS Bond ETF

756 hedge funds and large institutions have $10.4B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 306 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 265

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.32% (+0.07%)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$114M)

1% less funds holding

Funds holding: 764756 (-8)

Holders
756
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
9.2%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
103
Increased
306
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$10M +$2.06M +20,034 +26%
FPI
127
Financial Plan Inc
Washington
$10M +$10.1M +97,695 New
PPH
128
Pure Portfolios Holdings
Oregon
$9.95M +$324K +3,148 +3%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$9.94M -$9.38M -91,091 -48%
DWS
130
Discipline Wealth Solutions
South Carolina
$9.81M +$694K +6,741 +8%
MERSOM
131
Municipal Employees' Retirement System of Michigan
Michigan
$9.77M -$2.66M -25,798 -21%
PDL
132
Portfolio Design Labs
California
$9.69M -$211K -2,052 -2%
LHWM
133
Lake Hills Wealth Management
Texas
$9.68M +$4.05M +39,296 +71%
CA
134
Cambridge Associates
Massachusetts
$9.61M
BCM
135
Brookstone Capital Management
Illinois
$9.48M -$1.15M -11,156 -11%
CM
136
Columbus Macro
Pennsylvania
$9.45M -$44.6K -433 -0.5%
STA
137
Summit Trail Advisors
New York
$9.43M -$674K -6,543 -7%
FHC
138
First Horizon Corporation
Tennessee
$9.31M +$822K +7,984 +10%
CCFM
139
Clear Creek Financial Management
Washington
$9.23M +$1.41M +13,694 +18%
CFO
140
Callan Family Office
Pennsylvania
$9.05M +$9.1M +88,430 New
PWM
141
Penobscot Wealth Management
Maine
$8.67M +$381K +3,705 +5%
LFS
142
Lutz Financial Services
Nebraska
$8.54M +$721K +7,008 +9%
William Blair & Company
143
William Blair & Company
Illinois
$8.43M +$29K +282 +0.3%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$8.4M +$309K +3,000 +4%
FPN
145
Financial Planning Navigators
Minnesota
$8.36M +$8.4M +81,605 New
AG
146
Ascent Group
Virginia
$8.15M -$640K -6,217 -7%
Kovitz Investment Group Partners
147
Kovitz Investment Group Partners
Illinois
$8.14M +$2.76M +26,859 +51%
EWA
148
Elevate Wealth Advisory
Georgia
$8.03M +$828K +8,047 +11%
EFN
149
Equita Financial Network
Pennsylvania
$7.94M +$1.16M +11,278 +17%
SIAM
150
Sterling Investment Advisors (Missouri)
Missouri
$7.92M +$292K +2,838 +4%