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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
MFG
151
Merit Financial Group
Georgia
$7.27M +$3.3M +31,989 +83%
SMAM
152
Sugar Maple Asset Management
Wisconsin
$7.21M +$514K +4,987 +8%
NFG
153
Nations Financial Group
Iowa
$7.12M +$886K +8,594 +14%
TCPG
154
Trivant Custom Portfolio Group
California
$7.05M +$362K +3,506 +5%
QWM
155
Quadcap Wealth Management
Texas
$7.03M +$220K +2,136 +3%
PWM
156
Perigon Wealth Management
California
$6.92M +$796K +7,716 +13%
MAFA
157
MJT & Associates Financial Advisory
Minnesota
$6.9M +$5.81M +56,314 +542%
IWM
158
Integris Wealth Management
California
$6.88M +$173K +1,675 +3%
EFN
159
Equita Financial Network
Pennsylvania
$6.85M +$681K +6,606 +11%
BFG
160
Bleakley Financial Group
New Jersey
$6.71M -$49.8K -483 -0.7%
MOS
161
MGO One Seven
Ohio
$6.62M +$1.25M +12,082 +23%
NCM
162
New Capital Management
Texas
$6.58M -$152K -1,469 -2%
BRWA
163
B. Riley Wealth Advisors
Florida
$6.57M +$268K +2,598 +4%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$6.51M -$319K -3,097 -5%
TF
165
Trek Financial
Arizona
$6.37M +$1.36M +13,190 +27%
FIA
166
Foundations Investment Advisors
Arizona
$6.22M -$64K -621 -1%
ME
167
McIlrath & Eck
Washington
$6.21M +$783K +7,589 +14%
CSB
168
City State Bank
Iowa
$6.18M -$282K -2,730 -4%
ATPW
169
Ashton Thomas Private Wealth
Arizona
$6.01M +$490K +4,749 +9%
AIM
170
Alhambra Investment Management
Florida
$5.97M +$421K +4,086 +8%
SPWM
171
Straight Path Wealth Management
Michigan
$5.94M +$586K +5,679 +11%
FFS
172
Fischer Financial Services
Pennsylvania
$5.91M +$60.9K +590 +1%
EH
173
Equitable Holdings
New York
$5.87M +$313K +3,039 +6%
CIAS
174
CFS Investment Advisory Services
New Jersey
$5.87M +$123K +1,197 +2%
VWM
175
Vigilare Wealth Management
Arizona
$5.74M -$6.69M -64,865 -54%