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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.

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 Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$2.93B 28,353,081 +3,411,258 +14%
Betterment LLC
2
Betterment LLC
New York
$395M 3,822,211 -228,251 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$328M 3,168,302 -140,503 -4%
MWM
4
Modera Wealth Management
New Jersey
$203M 1,957,487 +63,214 +3%
RWM
5
Ritholtz Wealth Management
New York
$184M 1,777,451 +205,304 +13%
LPL Financial
6
LPL Financial
California
$166M 1,604,696 +65,726 +4%
Morgan Stanley
7
Morgan Stanley
New York
$141M 1,358,208 +145,900 +12%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$119M 1,150,642 +621,864 +118%
3AM
9
3EDGE Asset Management
Florida
$113M 1,093,437 -168,046 -13%
PCIG
10
Partners Capital Investment Group
Massachusetts
$103M 994,985 +340,117 +52%
DWM
11
Dynasty Wealth Management
Florida
$97.9M 946,182 +506,435 +115%
Bank of America
12
Bank of America
North Carolina
$97.7M 943,889 -262,082 -22%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$96.6M 933,682 +34,800 +4%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$95.4M 921,891 +85,973 +10%
QWP
15
Quotient Wealth Partners
Texas
$93.6M 904,284 +470,472 +108%
Renaissance Technologies
16
Renaissance Technologies
New York
$93.4M 902,300 +435,900 +93%
AssetMark Inc
17
AssetMark Inc
California
$88.5M 855,388 +276,740 +48%
WCM
18
Wealthcare Capital Management
Virginia
$80.2M 775,136 +2,080 +0.3%
DWM
19
Destination Wealth Management
California
$76.7M 741,426 +18,883 +3%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$76.6M 740,606 +34,733 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$73.6M 711,315 +195,259 +38%
State Street
22
State Street
Massachusetts
$66.1M 638,882 -39,461 -6%
MWM
23
Modern Wealth Management
Kansas
$64.5M 622,991 -14,878 -2%
HTC
24
Haverford Trust Company
Pennsylvania
$63.2M 610,484 +17,695 +3%
Ameriprise
25
Ameriprise
Minnesota
$60.6M 585,501 +59,857 +11%