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iShares 0-5 Year TIPS Bond ETF

764 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, 205 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 205

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: 77.86%81.26% (+3.4%)

1% more funds holding

Funds holding: 754764 (+10)

0% more funds holding in top 10

Funds holding in top 10: 6060 (0)

Holders
764
Holders Change
+10
Holders Change %
+1.33%
% of All Funds
10.03%
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
205
Closed
50
Calls
$579K
Puts
Net Calls
+$579K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.09B +$193M +1,867,657 +7%
Betterment LLC
2
Betterment LLC
New York
$428M +$13.8M +134,158 +3%
LPL Financial
3
LPL Financial
California
$343M +$45M +436,721 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$343M +$7.71M +74,802 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$297M -$9.48M -91,872 -3%
RWM
6
Ritholtz Wealth Management
New York
$222M +$12.6M +121,719 +6%
MWM
7
Modera Wealth Management
New Jersey
$221M +$11.3M +109,263 +5%
Morgan Stanley
8
Morgan Stanley
New York
$188M +$3.69M +35,760 +2%
Bank of America
9
Bank of America
North Carolina
$181M +$14.5M +140,223 +9%
JP Morgan Chase
10
JP Morgan Chase
New York
$158M -$1.82M -17,656 -1%
3AM
11
3EDGE Asset Management
Florida
$122M +$6.52M +63,189 +6%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$111M +$9.13M +88,478 +9%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$110M +$3.96M +38,380 +4%
DWM
14
Dynasty Wealth Management
Florida
$106M +$9.97M +96,645 +10%
QWP
15
Quotient Wealth Partners
Texas
$102M +$5.77M +55,973 +6%
PCIG
16
Partners Capital Investment Group
Massachusetts
$95.5M +$11M +106,998 +13%
Ameriprise
17
Ameriprise
Minnesota
$95.2M +$13.7M +132,722 +17%
FLPIM
18
F.L. Putnam Investment Management
Massachusetts
$89.1M +$5.51M +53,436 +7%
AssetMark Inc
19
AssetMark Inc
California
$87M +$499K +4,836 +0.6%
WCM
20
Wealthcare Capital Management
Virginia
$85.9M +$2.83M +27,398 +3%
DWM
21
Destination Wealth Management
California
$78.8M +$1.94M +18,778 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$71.9M +$8.86M +85,916 +14%
MPW
23
MASECO Private Wealth
$71M +$6.26M +60,739 +10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$69.2M +$8.32M +80,636 +14%
State Street
25
State Street
Massachusetts
$66.9M +$498K +4,827 +0.8%