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iShares 0-5 Year TIPS Bond ETF

644 hedge funds and large institutions have $8.86B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 276 increasing their positions, 199 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
8.75%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
88
Increased
276
Reduced
199
Closed
43
Calls
$310K
Puts
$43K
Net Calls
+$267K
Net Calls Change
-$2.02M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
201
Physician Wealth Advisors
Utah
$3.37M +$21.4K +207 +0.6%
CWM
202
Copia Wealth Management
Oregon
$3.28M +$122K +1,180 +4%
PCM
203
Passive Capital Management
Maryland
$3.27M +$15K +145 +0.5%
SAM
204
Synergy Asset Management
Washington
$3.22M +$3.22M +31,124 +1,556,200%
HFBOT
205
Home Federal Bank of Tennessee
Tennessee
$3.17M -$26.1K -252 -0.8%
SOS
206
Silver Oak Securities
Tennessee
$3.1M +$383K +3,704 +14%
IA
207
IFP Advisors
Florida
$3.09M +$2.32M +22,428 +304%
MAS
208
Madden Advisory Services
Florida
$3.08M +$35.4K +342 +1%
SAW
209
Signal Advisors Wealth
Michigan
$3.03M +$1.2M +11,588 +65%
JIR
210
James Investment Research
Ohio
$3.01M +$54.6K +528 +2%
WWM
211
Whalen Wealth Management
Nevada
$3.01M +$3.01M +29,060 New
SC
212
Savant Capital
Illinois
$3M +$251K +2,428 +9%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$2.98M -$178K -1,718 -6%
CFG
214
Certior Financial Group
Pennsylvania
$2.87M -$81.9K -792 -3%
RA
215
RFG Advisory
Alabama
$2.86M +$1.67M +16,102 +140%
CL
216
Choreo LLC
Illinois
$2.85M -$217K -2,094 -7%
RL
217
Retireful LLC
Michigan
$2.84M -$1.29M -10,630 -31%
TI
218
Tidal Investments
Wisconsin
$2.82M -$293K -2,838 -9%
FAIM
219
Financial Advocates Investment Management
Washington
$2.81M +$1.5M +14,779 +114%
CA
220
Cambridge Associates
Massachusetts
$2.78M +$513K +4,961 +23%
FCIM
221
Fairview Capital Investment Management
California
$2.77M +$287K +2,775 +12%
ARC
222
Advisor Resource Council
Texas
$2.73M +$2.32M +22,421 +567%
MWM
223
Maltin Wealth Management
New Jersey
$2.68M +$125K +1,204 +5%
HPM
224
Hudson Portfolio Management
New York
$2.67M +$250K +2,415 +10%
BI
225
Beckerman Institutional
New Jersey
$2.64M +$195K +1,882 +8%