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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
BlackRock
1
BlackRock
New York
$3.09B +$29M +282,141 +0.9%
Betterment LLC
2
Betterment LLC
New York
$448M +$23.8M +231,247 +6%
Bank of America
3
Bank of America
North Carolina
$345M +$166M +1,614,232 +92%
LPL Financial
4
LPL Financial
California
$287M -$53.3M -517,378 -16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$270M -$24.3M -236,233 -8%
MWM
6
Modera Wealth Management
New Jersey
$233M +$14.7M +142,348 +7%
RWM
7
Ritholtz Wealth Management
New York
$231M +$11.3M +109,416 +5%
Morgan Stanley
8
Morgan Stanley
New York
$163M -$23.8M -231,301 -13%
JP Morgan Chase
9
JP Morgan Chase
New York
$139M -$17.7M -172,309 -11%
PCIG
10
Partners Capital Investment Group
Massachusetts
$132M +$37.7M +366,392 +40%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$118M +$8.91M +86,535 +8%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$115M +$4.5M +43,725 +4%
3AM
13
3EDGE Asset Management
Florida
$114M -$6.59M -64,006 -5%
DWM
14
Dynasty Wealth Management
Florida
$112M +$6.77M +65,760 +6%
QWP
15
Quotient Wealth Partners
Texas
$109M +$8.2M +79,701 +8%
FLPIM
16
F.L. Putnam Investment Management
Massachusetts
$93.6M +$5.36M +52,085 +6%
WCM
17
Wealthcare Capital Management
Virginia
$88.1M +$2.94M +28,572 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$87.9M -$253M -2,461,593 -74%
Ameriprise
19
Ameriprise
Minnesota
$85.5M -$8.88M -86,288 -9%
DWM
20
Destination Wealth Management
California
$81.7M +$3.65M +35,479 +5%
FFA
21
Farther Finance Advisors
California
$75.6M +$30.3M +293,986 +66%
Raymond James Financial
22
Raymond James Financial
Florida
$75.6M +$4.37M +42,441 +6%
MPW
23
MASECO Private Wealth
$75.1M +$4.76M +46,249 +7%
AHSSHC
24
Adventist Health System Sunbelt Healthcare Corp
Florida
$74.7M +$75.1M +730,000 New
HTC
25
Haverford Trust Company
Pennsylvania
$68.2M +$2.48M +24,135 +4%