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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

740 hedge funds and large institutions have $9.89B invested in iShares 0-5 Year TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 345 increasing their positions, 168 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+96
Holders Change %
+14.91%
% of All Funds
9.92%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
0.8%
New
155
Increased
345
Reduced
168
Closed
46
Calls
$463K
Puts
–
Net Calls
+$463K
Net Calls Change
+$196K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$334M
2
LPL Financial
LPL Financial
California
$297M
3
Bank of America
Bank of America
North Carolina
$166M
4
Morgan Stanley
Morgan Stanley
New York
$184M
5
LJAC
L.J. Altfest & Co
New York
$44.9M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$543K
2
BlackRock
BlackRock
New York
$2.88B
3
Renaissance Technologies
Renaissance Technologies
New York
$63M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$305M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.88B -$38.1M -370,047 -1%
Betterment LLC
2
Betterment LLC
New York
$412M +$19M +184,253 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$334M +$261M +2,533,763 +356%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$305M -$21.2M -205,840 -6%
LPL Financial
5
LPL Financial
California
$297M +$132M +1,279,116 +80%
MWM
6
Modera Wealth Management
New Jersey
$209M +$7.22M +70,170 +4%
RWM
7
Ritholtz Wealth Management
New York
$208M +$25.4M +247,269 +14%
Morgan Stanley
8
Morgan Stanley
New York
$184M +$44.2M +429,329 +32%
Bank of America
9
Bank of America
North Carolina
$166M +$69.1M +671,145 +71%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$159M +$40.4M +392,850 +34%
3AM
11
3EDGE Asset Management
Florida
$115M +$2.38M +23,082 +2%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$105M +$9.25M +89,905 +10%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$102M +$6.69M +65,042 +7%
DWM
14
Dynasty Wealth Management
Florida
$95.9M -$1.47M -14,332 -2%
QWP
15
Quotient Wealth Partners
Texas
$95.5M +$2.46M +23,856 +3%
AssetMark Inc
16
AssetMark Inc
California
$86.1M -$1.9M -18,480 -2%
PCIG
17
Partners Capital Investment Group
Massachusetts
$84M -$18.3M -178,260 -18%
FLPIM
18
F.L. Putnam Investment Management
Massachusetts
$83.2M +$7.02M +68,202 +9%
WCM
19
Wealthcare Capital Management
Virginia
$82.7M +$2.98M +28,952 +4%
Ameriprise
20
Ameriprise
Minnesota
$81.3M +$21M +203,509 +35%
DWM
21
Destination Wealth Management
California
$76.5M +$241K +2,344 +0.3%
State Street
22
State Street
Massachusetts
$66.1M +$315K +3,063 +0.5%
MPW
23
MASECO Private Wealth
$64.5M +$64.5M +626,520 New
HTC
24
Haverford Trust Company
Pennsylvania
$63.9M +$1.11M +10,752 +2%
MWM
25
Modern Wealth Management
Kansas
$63.2M -$932K -9,061 -1%
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