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iShares 0-5 Year TIPS Bond ETF

756 hedge funds and large institutions have $10.4B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 306 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 265

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 97

0.07% more ownership

Funds ownership: 81.26%81.32% (+0.07%)

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$114M)

1% less funds holding

Funds holding: 764756 (-8)

Holders
756
Holders Change
-8
Holders Change %
-1.05%
% of All Funds
9.2%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.77%
New
103
Increased
306
Reduced
265
Closed
97
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
201
Equitable Holdings
New York
$4.67M -$1.15M -11,207 -20%
SB
202
Semitam Bonam
New York
$4.66M +$282K +2,741 +6%
TF
203
Trek Financial
Arizona
$4.62M -$1.71M -16,564 -27%
ACM
204
Arcataur Capital Management
Wisconsin
$4.49M -$55.1K -535 -1%
KAS
205
Kestra Advisory Services
Texas
$4.46M +$34K +330 +0.8%
PWA
206
Physician Wealth Advisors
Utah
$4.44M +$173K +1,680 +4%
RHP
207
Royal Harbor Partners
Texas
$4.41M +$136K +1,318 +3%
PWG
208
Portside Wealth Group
Utah
$4.26M +$301K +2,921 +8%
JF
209
Jump Financial
Illinois
$4.07M +$4.09M +39,736 New
GA
210
Greenspring Advisors
Maryland
$4.02M +$3.68M +35,707 +1,002%
AFC
211
Ares Financial Consulting
California
$3.99M +$4.01M +38,938 New
CW
212
CreativeOne Wealth
Kansas
$3.97M -$5.26M -51,086 -57%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$3.94M -$535K -5,200 -12%
DWM
214
Dogwood Wealth Management
Kansas
$3.91M -$126K -1,222 -3%
AWA
215
American Wealth Advisors
Georgia
$3.88M +$9.98K +97 +0.3%
CIAS
216
CFS Investment Advisory Services
New Jersey
$3.85M -$1.97M -19,107 -34%
TC
217
Trilogy Capital
California
$3.8M -$126K -1,224 -3%
CWM
218
Copia Wealth Management
Oregon
$3.74M +$105K +1,016 +3%
FCIM
219
Fairview Capital Investment Management
California
$3.65M +$187K +1,820 +5%
AWAU
220
Alliance Wealth Advisors (Utah)
Utah
$3.61M -$1.15M -11,212 -24%
EA
221
Echo45 Advisors
California
$3.6M -$529K -5,138 -13%
BF
222
Brooklyn FI
New York
$3.55M +$775K +7,529 +28%
HPM
223
Hudson Portfolio Management
New York
$3.52M +$5.87K +57 +0.2%
PCM
224
Passive Capital Management
Maryland
$3.47M +$75.1K +730 +2%
BFA
225
Blueprint Financial Advisors
North Carolina
$3.45M -$665K -6,463 -16%