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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
SSW
201
Stone Summit Wealth
Florida
$3.38M +$582K +5,711 +21%
PWA
202
Physician Wealth Advisors
Utah
$3.37M +$21.1K +207 +0.6%
CWM
203
Copia Wealth Management
Oregon
$3.28M +$120K +1,180 +4%
PCM
204
Passive Capital Management
Maryland
$3.27M +$14.8K +145 +0.5%
SAM
205
Synergy Asset Management
Washington
$3.22M +$3.17M +31,124 +1,556,200%
HFBOT
206
Home Federal Bank of Tennessee
Tennessee
$3.17M -$25.7K -252 -0.8%
SOS
207
Silver Oak Securities
Tennessee
$3.1M +$377K +3,704 +14%
IA
208
IFP Advisors
Florida
$3.09M +$2.29M +22,428 +304%
MAS
209
Madden Advisory Services
Florida
$3.08M +$34.8K +342 +1%
SAW
210
Signal Advisors Wealth
Michigan
$3.03M +$1.18M +11,588 +65%
JIR
211
James Investment Research
Ohio
$3.01M +$53.8K +528 +2%
WWM
212
Whalen Wealth Management
Nevada
$3.01M +$2.96M +29,060 New
SC
213
Savant Capital
Illinois
$3M +$247K +2,428 +9%
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$2.98M -$175K -1,718 -6%
CFG
215
Certior Financial Group
Pennsylvania
$2.87M -$80.7K -792 -3%
RA
216
RFG Advisory
Alabama
$2.86M +$1.64M +16,102 +140%
CL
217
Choreo LLC
Illinois
$2.85M -$213K -2,094 -7%
RL
218
Retireful LLC
Michigan
$2.84M -$1.08M -10,630 -31%
TI
219
Tidal Investments
Wisconsin
$2.82M -$289K -2,838 -9%
FAIM
220
Financial Advocates Investment Management
Washington
$2.81M +$1.51M +14,779 +114%
CA
221
Cambridge Associates
Massachusetts
$2.78M +$505K +4,961 +23%
FCIM
222
Fairview Capital Investment Management
California
$2.77M +$283K +2,775 +12%
ARC
223
Advisor Resource Council
Texas
$2.73M +$2.28M +22,421 +567%
MWM
224
Maltin Wealth Management
New Jersey
$2.68M +$123K +1,204 +5%
HPM
225
Hudson Portfolio Management
New York
$2.67M +$246K +2,415 +10%