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iShares TIPS Bond ETF

960 hedge funds and large institutions have $8.73B invested in iShares TIPS Bond ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 346 increasing their positions, 365 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $31.2M

2.9% more ownership

Funds ownership: 59.67%62.57% (+2.9%)

8% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 62

4% more capital invested

Capital invested by funds: $8.38B → $8.73B (+$344M)

5% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 365

2% less funds holding

Funds holding: 975960 (-15)

9% less funds holding in top 10

Funds holding in top 10: 3532 (-3)

Holders
960
Holders Change
-15
Holders Change %
-1.54%
% of All Funds
12.6%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.42%
New
67
Increased
346
Reduced
365
Closed
62
Calls
$42.9M
Puts
$31.2M
Net Calls
+$11.7M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$3.22M +$270K +2,447 +9%
JIR
227
James Investment Research
Ohio
$3.14M -$121K -1,099 -4%
SIC
228
Samalin Investment Counsel
New York
$3.13M +$299K +2,703 +11%
ANTB
229
AMG National Trust Bank
Colorado
$3.12M -$75.2K -681 -2%
BCWM
230
Bartlett & Co Wealth Management
Ohio
$3.07M +$9.5K +86 +0.3%
SFG
231
Sage Financial Group
Pennsylvania
$3.05M -$40.3K -365 -1%
CIAS
232
CFS Investment Advisory Services
New Jersey
$3.01M +$241K +2,184 +9%
CPIG
233
Chicago Partners Investment Group
Illinois
$3M +$74.6K +675 +3%
USAA
234
United Services Automobile Association
Texas
$3M +$301K +2,725 +11%
MCM
235
MAI Capital Management
Ohio
$2.95M +$1.53M +13,814 +109%
CBA
236
Coastal Bridge Advisors
Connecticut
$2.94M +$33.7K +305 +1%
KFP
237
KMG Fiduciary Partners
Ohio
$2.87M +$161K +1,457 +6%
CA
238
Calton & Associates
Florida
$2.82M +$1.02M +9,224 +57%
AAM
239
Ameraudi Asset Management
New York
$2.81M -$159K -1,440 -5%
SC
240
Scratch Capital
Idaho
$2.81M
HT
241
Heritage Trust
Oklahoma
$2.8M -$95.8K -867 -3%
CI
242
Cordant Inc
Oregon
$2.78M +$172K +1,555 +7%
PAG
243
Private Advisory Group
Washington
$2.78M +$352K +3,187 +15%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$2.77M +$77.9K +705 +3%
LWM
245
Lyell Wealth Management
California
$2.75M +$50.8K +460 +2%
HFS
246
Hughes Financial Services
Virginia
$2.58M +$137K +1,244 +6%
MA
247
Mezzasalma Advisors
New Jersey
$2.51M +$1.96M +17,738 +370%
RCS
248
Retirement Capital Strategies
California
$2.5M -$30.9K -280 -1%
FFA
249
Farther Finance Advisors
California
$2.5M -$124K -1,118 -5%
ASN
250
Advisory Services Network
Georgia
$2.48M +$64.3K +582 +3%