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iShares 0-5 Year TIPS Bond ETF

822 hedge funds and large institutions have $12.8B invested in iShares 0-5 Year TIPS Bond ETF in 2026 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 430 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 47

149% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 173

8% more funds holding

Funds holding: 760822 (+62)

8% more capital invested

Capital invested by funds: $11.9B → $12.8B (+$901M)

1.59% less ownership

Funds ownership: 82.28%80.69% (-1.6%)

8% less funds holding in top 10

Funds holding in top 10: 7367 (-6)

Holders
822
Holders Change
+62
Holders Change %
+8.16%
% of All Funds
9.93%
Holding in Top 10
67
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.22%
% of All Funds
0.81%
New
128
Increased
430
Reduced
173
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$4.52B +$203M +1,966,021 +5%
Betterment LLC
2
Betterment LLC
New York
$465M +$6.83M +66,236 +1%
LPL Financial
3
LPL Financial
California
$422M +$104M +1,009,739 +32%
MWM
4
Modera Wealth Management
New Jersey
$261M +$11.6M +112,077 +5%
RWM
5
Ritholtz Wealth Management
New York
$258M +$11.6M +112,809 +5%
Morgan Stanley
6
Morgan Stanley
New York
$230M +$47.9M +464,579 +26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$204M +$89.8M +870,609 +77%
CCM
8
Coldstream Capital Management
Washington
$190M +$42M +407,033 +28%
Bank of America
9
Bank of America
North Carolina
$159M +$22.7M +219,681 +16%
AHSSHC
10
Adventist Health System Sunbelt Healthcare Corp
Florida
$154M -$5.05M -49,006 -3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$147M +$101M +983,807 +217%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$135M +$11.7M +113,391 +9%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$124M +$5.2M +50,447 +4%
FFA
14
Farther Finance Advisors
California
$114M +$17.8M +172,279 +18%
Ameriprise
15
Ameriprise
Minnesota
$113M +$14M +135,537 +14%
JP Morgan Chase
16
JP Morgan Chase
New York
$111M +$14.9M +144,020 +15%
PCIG
17
Partners Capital Investment Group
Massachusetts
$104M +$3.21M +31,120 +3%
SCM
18
SCS Capital Management
Massachusetts
$101M +$2.25M +21,774 +2%
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$98.6M +$3.02M +29,250 +3%
WCM
20
Wealthcare Capital Management
Virginia
$95.9M +$2.19M +21,225 +2%
TIM
21
Tortoise Investment Management
New York
$92M +$6.27M +60,756 +7%
Raymond James Financial
22
Raymond James Financial
Florida
$88.3M +$9.42M +91,366 +12%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$87.9M +$44.4M +430,616 +100%
DWM
24
Destination Wealth Management
California
$86.5M +$2.15M +20,812 +3%
MPW
25
MASECO Private Wealth
$81.8M +$2.67M +25,882 +3%

STIP Hedge Fund Activity: Q2 2026 in Review

822 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year TIPS Bond ETF (STIP) for Q2 2026, worth a combined $12.8B — up 7.6% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new STIP positions and 47 closed out — a net gain of 81 holders — while 430 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $203M. The largest seller was Main Management Fund Advisors, cutting an estimated $237M.

  • 822 institutional investors held iShares 0-5 Year TIPS Bond ETF (STIP) as of Q2 2026, up from 760 in Q1 2026.
  • Funds reported $12.8B of iShares 0-5 Year TIPS Bond ETF stock for Q2 2026, up 7.6% quarter-over-quarter.
  • 128 funds opened new iShares 0-5 Year TIPS Bond ETF positions in Q2 2026 and 47 closed out, a net change of +81 holders.
  • The largest iShares 0-5 Year TIPS Bond ETF buyer in Q2 2026 was BlackRock, an estimated $203M added.
  • The largest iShares 0-5 Year TIPS Bond ETF seller in Q2 2026 was Main Management Fund Advisors, an estimated $237M sold.

Based on aggregated 13F filings for Q2 2026.