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iShares 0-5 Year TIPS Bond ETF

655 hedge funds and large institutions have $8.87B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 281 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

621% more call options, than puts

Call options by funds: $310K | Put options by funds: $43K

98% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 45

39% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 202

16% more capital invested

Capital invested by funds: $7.64B → $8.87B (+$1.24B)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 624655 (+31)

3.4% more ownership

Funds ownership: 73.99%77.4% (+3.4%)

Holders
655
Holders Change
+31
Holders Change %
+4.97%
% of All Funds
8.78%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
89
Increased
281
Reduced
202
Closed
45
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
176
Friedenthal Financial
New Jersey
$4.57M +$453K +4,446 +11%
DWM
177
Dogwood Wealth Management
Kansas
$4.49M -$549K -5,387 -11%
AWAU
178
Alliance Wealth Advisors (Utah)
Utah
$4.48M +$458K +4,494 +12%
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$4.33M +$2.04M +20,024 +92%
RHP
180
Royal Harbor Partners
Texas
$4.28M +$4.21M +41,358 New
CIBC World Market
181
CIBC World Market
Ontario, Canada
$4.26M +$134K +1,317 +3%
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.24M +$1.94M +19,000 +86%
EA
183
Echo45 Advisors
California
$3.99M -$79.6K -781 -2%
FTS
184
Fifth Third Securities
Ohio
$3.98M +$209K +2,056 +6%
WA
185
Wilshire Advisors
California
$3.82M +$5.3M +52,055 +17%
TC
186
Trilogy Capital
California
$3.8M -$11.7M -114,638 -76%
DLCIG
187
D.L. Carlson Investment Group
New Hampshire
$3.78M +$3.39M +33,245 +1,018%
CW
188
CreativeOne Wealth
Kansas
$3.65M +$483K +4,738 +16%
PWG
189
Portside Wealth Group
Utah
$3.64M +$223K +2,188 +7%
NFG
190
Nations Financial Group
Iowa
$3.64M +$341K +3,351 +11%
CIAS
191
CFS Investment Advisory Services
New Jersey
$3.6M +$6.93K +68 +0.2%
KAS
192
Kestra Advisory Services
Texas
$3.53M -$1.13M -11,125 -25%
SIA
193
Soltis Investment Advisors
Utah
$3.5M -$41.8K -410 -1%
CIG
194
CHB Investment Group
Pennsylvania
$3.48M +$164K +1,610 +5%
EMCIP
195
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.48M +$1.32M +12,962 +125%
BCM
196
Beaumont Capital Management
Massachusetts
$3.47M +$580K +5,689 +20%
PAG
197
Private Advisor Group
New Jersey
$3.45M +$1.86M +18,300 +122%
SC
198
Slow Capital
California
$3.43M -$227K -2,231 -6%
BPAMU
199
BTG Pactual Asset Management US
New York
$3.4M +$31.1K +305 +0.9%
LJAC
200
L.J. Altfest & Co
New York
$3.39M -$19.1M -187,648 -85%