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iShares 0-5 Year TIPS Bond ETF

755 hedge funds and large institutions have $9.92B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 347 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

98% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 175

15% more funds holding

Funds holding: 656755 (+99)

12% more capital invested

Capital invested by funds: $8.88B → $9.92B (+$1.04B)

3% more funds holding in top 10

Funds holding in top 10: 5860 (+2)

0.47% more ownership

Funds ownership: 77.4%77.87% (+0.47%)

Holders
755
Holders Change
+99
Holders Change %
+15.09%
% of All Funds
9.94%
Holding in Top 10
60
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.45%
% of All Funds
0.79%
New
157
Increased
347
Reduced
175
Closed
49
Calls
$463K
Puts
Net Calls
+$463K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
FLFS
201
Family Legacy Financial Solutions
North Carolina
$4.38M +$4.36M +42,535 New
RHP
202
Royal Harbor Partners
Texas
$4.34M +$81.7K +796 +2%
SB
203
Semitam Bonam
New York
$4.28M +$4.27M +41,614 New
Manulife (Manufacturers Life Insurance)
204
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.22M
TC
205
Trilogy Capital
California
$4.22M +$440K +4,285 +12%
SSW
206
Stone Summit Wealth
Florida
$4.14M +$778K +7,586 +23%
PWA
207
Physician Wealth Advisors
Utah
$4.11M +$758K +7,390 +23%
BPAMU
208
BTG Pactual Asset Management US
New York
$4.05M +$649K +6,331 +19%
MFG
209
Mustico Financial Group
New York
$4.03M +$4.01M +39,083 New
BFA
210
Blueprint Financial Advisors
North Carolina
$3.99M -$1.15M -11,231 -22%
DWM
211
Dogwood Wealth Management
Kansas
$3.99M -$458K -4,465 -10%
MFG
212
Merit Financial Group
Georgia
$3.95M +$3.93M +38,338 New
EA
213
Echo45 Advisors
California
$3.93M -$35.7K -348 -0.9%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$3.91M +$1.39M +13,582 +56%
SW
215
SteelPeak Wealth
California
$3.9M +$3.89M +37,928 New
SAW
216
Signal Advisors Wealth
Michigan
$3.83M +$806K +7,857 +27%
PWG
217
Portside Wealth Group
Utah
$3.75M +$124K +1,212 +3%
Mariner
218
Mariner
Kansas
$3.71M +$2.16M +21,074 +140%
US Bancorp
219
US Bancorp
Minnesota
$3.71M +$3.42M +33,294 +1,211%
MCP
220
Martin Capital Partners
Oregon
$3.71M +$1.71M +16,690 +86%
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$3.7M +$731K +7,123 +25%
NRI
222
NFP Retirement Inc
California
$3.63M +$1.88M +18,325 +108%
AAS
223
Avantax Advisory Services
Texas
$3.59M +$1.39M +13,506 +63%
BCM
224
Beaumont Capital Management
Massachusetts
$3.59M +$135K +1,313 +4%
CWM
225
Copia Wealth Management
Oregon
$3.57M +$299K +2,913 +9%

STIP Hedge Fund Activity: Q2 2025 in Review

755 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2025, worth a combined $9.92B — up 12% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new STIP positions and 49 closed out — a net gain of 108 holders — while 347 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $260M. The largest seller was Thrive Capital Management (Pennsylvania), cutting an estimated $46.2M.

  • 755 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2025, up from 656 in Q1 2025.
  • Funds reported $9.92B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 157 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2025 and 49 closed out, a net change of +108 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $260M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2025 was Thrive Capital Management (Pennsylvania), an estimated $46.2M sold.

Based on aggregated 13F filings for Q2 2025.