iShares 0-5 Year TIPS Bond

STIP • ARCA

iShares 0-5 Year TIPS Bond is an exchange-traded fund on ARCA. As of Q3 2025, 747 institutional investors hold shares in this ETF, with total holdings valued at $10.4B. BlackRock, Inc. is the largest holder with a position valued at $3.1B.

Overview

Overview of institutional ownership in STIP as of Q3 2025

All Institutions

Institutions: 747
Value Held: $10.4B
Shares Held: 100.4M
Avg Position: $13.9M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 12
Value Held: $68.1M
Shares Held: 658.8K
Avg Position: $5.7M
Median Position: $565.9K

Biggest Investors

Institutions with the largest positions in STIP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$3.1B 0.05% of portfolio	29.9M shares	Q4 2015 Held for 9y 11m	$5.67T
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$428.0M 0.90% of portfolio	4.1M shares	Q4 2022 Held for 2y 11m	$47.3B
L LPL Financial LLC Institution	-	$343.2M 0.10% of portfolio	3.3M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$343.1M 0.10% of portfolio	3.3M shares	Q1 2014 Held for 11y 8m	$341.99B
FMR LLC Institution	-	$296.7M 0.02% of portfolio	2.9M shares	Q4 2018 Held for 6y 11m	$1.92T
Comprehensive Portfolio Management, LLC RIA/Wealth	William James Artzerounian Managing Partner	$221.9M 4.32% of portfolio	2.1M shares	Q2 2022 Held for 3y 5m	$5.1B
M Modera Wealth Management, LLC RIA/Wealth	Thomas Anthony Orecchio CEO	$220.9M 2.56% of portfolio	2.1M shares	Q1 2017 Held for 8y 8m	$8.6B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$188.5M 0.01% of portfolio	1.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$181.4M 0.01% of portfolio	1.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$157.7M 0.01% of portfolio	1.5M shares	Q3 2020 Held for 5y 2m	$1.56T

Net Capital Flow

Institutional buying and selling activity for STIP in Q3 2025

Traded: +$584.9M
Buyers: 461
Sellers: 250
Total Bought: +$841.3M
Total Sold: −$256.3M
Avg Position: $13.0M

Biggest Buyers

Institution	Net Bought	Current Position
B BlackRock, Inc. Institution	+$193.0M +1.9M shares	$3.1B 29.9M shares
Amplius Wealth Advisors, LLC RIA/Wealth	+$48.2M +466.8K shares	$48.5M 469.4K shares
L LPL Financial LLC Institution	+$45.1M +436.7K shares	$343.2M 3.3M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$31.6M +306.0K shares	$52.0M 503.0K shares
Miracle Mile Advisors, LLC RIA/Wealth	+$29.9M +289.6K shares	$30.4M 294.3K shares
Farther Finance Advisors, LLC RIA/Wealth	+$24.4M +236.5K shares	$45.9M 444.5K shares
Empowered Funds, LLC ETF Provider	+$21.7M +210.4K shares	$48.9M 475.1K shares
GOLDMAN SACHS GROUP INC Institution	+$14.6M +141.5K shares	$21.8M 211.4K shares
BANK OF AMERICA CORP /DE/ Institution	+$14.5M +140.2K shares	$181.4M 1.8M shares
Betterment LLC RIA/Wealth	+$13.9M +134.2K shares	$428.0M 4.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager	−$25.6M −248.1K shares	$15.5M 150.1K shares
SoundView Advisors Inc. RIA/Wealth	−$19.4M −188.2K shares	Sold Off 0 shares
JACOBSON & SCHMITT ADVISORS, LLC RIA/Wealth	−$18.9M −183.8K shares	Sold Off 0 shares
Mutual Advisors, LLC RIA/Wealth	−$17.0M −164.2K shares	$8.2M 79.6K shares
F FLOW TRADERS U.S. LLC Institution	−$13.5M −131.3K shares	Sold Off 0 shares
C CI Private Wealth, LLC RIA/Wealth	−$10.4M −101.0K shares	$4.4M 42.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$9.7M −94.1K shares	Sold Off 0 shares
FMR LLC Institution	−$9.5M −91.9K shares	$296.7M 2.9M shares
Modern Wealth Management, LLC RIA/Wealth	−$8.6M −83.6K shares	$54.8M 530.2K shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$8.5M −82.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited STIP in Q3 2025

New Positions: 41
New Value: $34.6M
Exited Positions: 51
Exited Value: $95.5M

New Positions

Institution	Position Value
Discipline Wealth Solutions, LLC RIA/Wealth	$9.2M 89.0K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$8.6M 82.9K shares
Balance Wealth, LLC RIA/Wealth	$3.5M 33.5K shares
Forefront Wealth Partners, LLC RIA/Wealth	$3.1M 30.4K shares
G Ground Swell Capital, LLC Hedge Fund•Multi-Strategy	$1.7M 16.4K shares
Gateway Wealth Partners, LLC RIA/Wealth	$863.0K 8.4K shares
Copperleaf Capital, LLC RIA/Wealth	$827.3K 8.0K shares
SFG Wealth Management, LLC. RIA/Wealth	$631.3K 6.1K shares
Adalta Capital Management LLC RIA/Wealth	$419.6K 4.1K shares
V Vise Technologies, Inc. Institution	$371.2K 3.6K shares

Exited Positions

Institution	Previous Position
SoundView Advisors Inc. RIA/Wealth	$19.4M 188.2K shares
JACOBSON & SCHMITT ADVISORS, LLC RIA/Wealth	$18.9M 183.8K shares
F FLOW TRADERS U.S. LLC Institution	$13.5M 131.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$9.7M 94.1K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$8.5M 82.3K shares
Q Quadrature Capital Ltd Institution	$6.4M 61.9K shares
Toroso Investments, LLC ETF Provider	$3.2M 31.0K shares
BROWN WEALTH MANAGEMENT, LLC RIA/Wealth	$1.7M 16.2K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$1.4M 13.6K shares
N NOMURA ASSET MANAGEMENT CO LTD Long Only Manager	$1.3M 12.8K shares

Options Activity

Institutions with the largest Call and Put options positions in STIP as of Q3 2025

Call Positions: 1
Call Value: $578.8K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$578.8K 56.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with STIP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
KEATING INVESTMENT COUNSELORS INC RIA/Wealth	Richard Travis Keating President	17.06% $56.8M	549.7K shares	Q3 2018 Held for 7y 2m	$333.0M
M M. Kulyk & Associates, LLC Institution	-	10.87% $53.5M	517.6K shares	Q1 2021 Held for 4y 8m	$492.2M
M MARTIN & CO INC /TN/ RIA/Wealth	Michael Wright Holt CEO	9.89% $55.6M	537.5K shares	Q1 2025 Held for 8 months	$561.9M
Prime Buchholz LLC Fund of Funds	William Francis Mccarron President	9.08% $16.5M	159.9K shares	Q4 2024 Held for 11 months	$181.9M
WEALTHCARE CAPITAL MANAGEMENT, INC. RIA/Wealth	Matthew Thomas Regan President	8.73% $85.9M	831.5K shares	Q4 2022 Held for 2y 11m	$984.9M
Holcombe Financial, Inc. RIA/Wealth	Russell E Holcombe President	7.74% $11.1M	107.2K shares	Q4 2024 Held for 11 months	$143.2M
Deane Retirement Strategies, Inc. RIA/Wealth	Keith Laborde Deane Managing Partner	7.47% $17.4M	168.0K shares	Q2 2025 Held for 5 months	$232.5M
Abacus Planning Group, Inc. RIA/Wealth	Jonathan J. Robertson President	7.02% $48.5M	469.2K shares	Q4 2023 Held for 1y 11m	$690.4M
3EDGE Asset Management, LP Long Only Manager	Stephen Joseph Cucchiaro CEO	7.01% $121.9M	1.2M shares	Q1 2021 Held for 4y 8m	$1.7B
Northland Capital Management LLC RIA/Wealth	Christopher Arthur Erickson President	6.63% $11.1M	106.9K shares	Q4 2022 Held for 2y 11m	$166.7M

Hedge Fund Spotlight

Discover hedge funds investing in STIP

Core Wealth Partners LLC

Hedge Fund • Long/Short

Portfolio ManagerAdam Senator Wiatrak

Portfolio Value: $217.4M
Positions: 177
Last Reported: Q3 2025

Sector Allocation

Position in iShares 0-5 Year TIPS Bond

Market Value: $358.5K
Shares Held: 3.5K
Portfolio Weight: 0.16%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$16.5M	7.57%
2 Rockwell Automation ROK	Industrial - Machinery Industrials	$14.6M	6.70%
3 Microsoft MSFT	Software - Infrastructure Technology	$8.0M	3.70%