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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
HFBOT
201
Home Federal Bank of Tennessee
Tennessee
$4.56M +$1.04M +10,078 +30%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$4.52M -$30.9K -300 -0.7%
SSW
203
Stone Summit Wealth
Florida
$4.51M +$355K +3,438 +9%
KAS
204
Kestra Advisory Services
Texas
$4.46M -$1.86M -18,068 -29%
SB
205
Semitam Bonam
New York
$4.42M +$120K +1,164 +3%
Corient Private Wealth
206
Corient Private Wealth
Florida
$4.39M -$10.4M -100,993 -70%
RHP
207
Royal Harbor Partners
Texas
$4.32M -$36.5K -354 -0.8%
PWA
208
Physician Wealth Advisors
Utah
$4.31M +$180K +1,747 +4%
HWA
209
Hillcrest Wealth Advisors
New Jersey
$4.24M -$647K -6,275 -13%
Manulife (Manufacturers Life Insurance)
210
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.24M
EA
211
Echo45 Advisors
California
$4.17M +$217K +2,103 +6%
BFA
212
Blueprint Financial Advisors
North Carolina
$4.15M +$137K +1,324 +3%
Mariner
213
Mariner
Kansas
$4.11M +$377K +3,653 +10%
NRI
214
NFP Retirement Inc
California
$4.1M +$462K +4,476 +13%
DWM
215
Dogwood Wealth Management
Kansas
$4.08M +$53.5K +519 +1%
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$4.06M +$350K +3,394 +9%
PWG
217
Portside Wealth Group
Utah
$4M +$235K +2,278 +6%
TC
218
Trilogy Capital
California
$3.96M -$272K -2,635 -6%
SW
219
SteelPeak Wealth
California
$3.95M +$34K +330 +0.9%
AWA
220
American Wealth Advisors
Georgia
$3.91M +$3.9M +37,858 New
US Bancorp
221
US Bancorp
Minnesota
$3.9M +$169K +1,641 +5%
SC
222
Slow Capital
California
$3.87M +$442K +4,289 +13%
SPIA
223
Steward Partners Investment Advisory
New York
$3.7M +$216K +2,091 +6%
CWM
224
Copia Wealth Management
Oregon
$3.67M +$84.7K +821 +2%
BCM
225
Beaumont Capital Management
Massachusetts
$3.66M +$58.7K +569 +2%