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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
CFD
176
Creative Financial Designs
Indiana
$5.72M +$287K +2,778 +5%
LHWM
177
Lake Hills Wealth Management
Texas
$5.71M +$128K +1,238 +2%
KA
178
Kure Advisory
Minnesota
$5.68M +$258K +2,505 +5%
ASN
179
Advisory Services Network
Georgia
$5.59M +$2.25M +21,825 +68%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$5.56M -$5.05K -49 -0.1%
PWP
181
Perfromance Wealth Partners
Illinois
$5.52M -$26.4K -256 -0.5%
NAM
182
NorthCrest Asset Manangement
Minnesota
$5.47M +$169K +1,640 +3%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$5.46M +$222K +2,151 +4%
Kovitz Investment Group Partners
184
Kovitz Investment Group Partners
Illinois
$5.44M +$3.64M +35,269 +203%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$5.44M +$1.51M +14,633 +39%
PAG
186
Private Advisor Group
New Jersey
$5.34M +$151K +1,468 +3%
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$5.27M -$393K -3,807 -7%
FF
188
Friedenthal Financial
New Jersey
$5.25M +$389K +3,774 +8%
SFM
189
Signet Financial Management
New Jersey
$5.24M -$58.9K -571 -1%
AFG
190
Altiora Financial Group
Ohio
$5.12M +$17.3K +168 +0.3%
FTS
191
Fifth Third Securities
Ohio
$5.1M +$74.3K +720 +1%
CFG
192
Cornerstone Financial Group
Nebraska
$5.09M +$100K +973 +2%
WCP
193
Wealthcare Capital Partners
Pennsylvania
$5.02M +$502K +4,868 +11%
SA
194
Sanctuary Advisors
Indiana
$5M +$103K +1,003 +2%
FLFS
195
Family Legacy Financial Solutions
North Carolina
$4.89M +$496K +4,812 +11%
AWAU
196
Alliance Wealth Advisors (Utah)
Utah
$4.81M +$93.3K +905 +2%
IA
197
IFP Advisors
Florida
$4.8M -$23.3K -226 -0.5%
BPAMU
198
BTG Pactual Asset Management US
New York
$4.8M +$744K +7,217 +18%
SB
199
Strategic Blueprint
Georgia
$4.74M +$268K +2,601 +6%
ACM
200
Arcataur Capital Management
Wisconsin
$4.59M -$71.7K -695 -2%