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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
William Blair & Company
151
William Blair & Company
Illinois
$6.93M +$135K +1,313 +2%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$6.8M +$460K +4,480 +7%
QWM
153
Quadcap Wealth Management
Texas
$6.78M +$433K +4,223 +7%
BFG
154
Bleakley Financial Group
New Jersey
$6.73M -$28.1K -274 -0.4%
NCM
155
New Capital Management
Texas
$6.7M +$1.65M +16,110 +33%
IWM
156
Integris Wealth Management
California
$6.68M +$188K +1,834 +3%
SMAM
157
Sugar Maple Asset Management
Wisconsin
$6.67M +$1.74K +17 +0%
TCPG
158
Trivant Custom Portfolio Group
California
$6.66M +$403K +3,924 +6%
CSB
159
City State Bank
Iowa
$6.43M -$233K -2,270 -4%
QC
160
Quadrature Capital
United Kingdom
$6.36M +$6.35M +61,856 New
KAS
161
Kestra Advisory Services
Texas
$6.3M +$2.78M +27,093 +79%
BRWA
162
B. Riley Wealth Advisors
Florida
$6.28M +$6.26M +61,008 New
FIA
163
Foundations Investment Advisors
Arizona
$6.26M +$4.69M +45,736 +303%
NFG
164
Nations Financial Group
Iowa
$6.2M +$2.58M +25,119 +71%
EFN
165
Equita Financial Network
Pennsylvania
$6.14M -$204K -1,990 -3%
PWM
166
Perigon Wealth Management
California
$6.09M +$1.27M +12,380 +26%
FFS
167
Fischer Financial Services
Pennsylvania
$5.82M +$15.7K +153 +0.3%
CIAS
168
CFS Investment Advisory Services
New Jersey
$5.71M +$2.12M +20,687 +59%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$5.64M -$1.64M -15,982 -23%
LHWM
170
Lake Hills Wealth Management
Texas
$5.56M +$882K +8,595 +19%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$5.54M +$4.04M +39,395 +273%
EH
172
Equitable Holdings
New York
$5.54M +$954K +9,299 +21%
AIM
173
Alhambra Investment Management
Florida
$5.52M +$103K +1,008 +2%
PWP
174
Perfromance Wealth Partners
Illinois
$5.52M -$39K -380 -0.7%
ATPW
175
Ashton Thomas Private Wealth
Arizona
$5.49M +$568K +5,539 +12%

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.