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iShares 0-5 Year TIPS Bond ETF

740 hedge funds and large institutions have $9.89B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 345 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+96
Holders Change %
+14.91%
% of All Funds
9.92%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.8%
New
155
Increased
345
Reduced
168
Closed
46
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$6.8M +$461K +4,480 +7%
QWM
152
Quadcap Wealth Management
Texas
$6.78M +$435K +4,223 +7%
BFG
153
Bleakley Financial Group
New Jersey
$6.73M -$28.2K -274 -0.4%
NCM
154
New Capital Management
Texas
$6.7M +$1.66M +16,110 +33%
IWM
155
Integris Wealth Management
California
$6.68M +$189K +1,834 +3%
SMAM
156
Sugar Maple Asset Management
Wisconsin
$6.67M +$1.75K +17 +0%
TCPG
157
Trivant Custom Portfolio Group
California
$6.66M +$404K +3,924 +6%
CSB
158
City State Bank
Iowa
$6.43M -$234K -2,270 -4%
QC
159
Quadrature Capital
United Kingdom
$6.36M +$6.36M +61,856 New
KAS
160
Kestra Advisory Services
Texas
$6.3M +$2.79M +27,093 +79%
BRWA
161
B. Riley Wealth Advisors
Florida
$6.28M +$6.28M +61,008 New
FIA
162
Foundations Investment Advisors
Arizona
$6.26M +$4.71M +45,736 +303%
NFG
163
Nations Financial Group
Iowa
$6.2M +$2.59M +25,119 +71%
EFN
164
Equita Financial Network
Pennsylvania
$6.14M -$205K -1,990 -3%
PWM
165
Perigon Wealth Management
California
$6.09M +$1.27M +12,380 +26%
FFS
166
Fischer Financial Services
Pennsylvania
$5.82M +$15.7K +153 +0.3%
CIAS
167
CFS Investment Advisory Services
New Jersey
$5.71M +$2.13M +20,687 +59%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$5.64M -$1.64M -15,982 -23%
LHWM
169
Lake Hills Wealth Management
Texas
$5.56M +$885K +8,595 +19%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$5.54M +$4.05M +39,395 +273%
EH
171
Equitable Holdings
New York
$5.54M +$957K +9,299 +21%
AIM
172
Alhambra Investment Management
Florida
$5.52M +$104K +1,008 +2%
PWP
173
Perfromance Wealth Partners
Illinois
$5.52M -$39.1K -380 -0.7%
ATPW
174
Ashton Thomas Private Wealth
Arizona
$5.49M +$570K +5,539 +12%
CFD
175
Creative Financial Designs
Indiana
$5.41M +$3.34M +32,494 +162%