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iShares TIPS Bond ETF
TIP

1,013 hedge funds and large institutions have $9.48B invested in iShares TIPS Bond ETF in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 273 increasing their positions, 442 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $147M | Put options by funds: $49.3M

88% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 81

8% more funds holding in top 10

Funds holding in top 10: 36 → 39 (+3)

6% more funds holding

Funds holding: 959 → 1,013 (+54)

5.39% more ownership

Funds ownership: 68.44% → 73.83% (+5.4%)

22% less capital invested

Capital invested by funds: $12.2B → $9.48B (-$2.69B)

38% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 442

Holders
1,013
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
13.34%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.51%
New
152
Increased
273
Reduced
442
Closed
81
Calls
$147M
Puts
$49.3M
Net Calls
+$97.3M
Net Calls Change
+$87.8M

Top Buyers

1
VCMGDR
Vinland Capital Management Gestora de Recursos
Brazil
+$1.56B
2
AssetMark Inc
AssetMark Inc
California
+$149M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$110M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.1M
5
SLI
Sumitomo Life Insurance
Japan
+$58.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.03B
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$394M
3
JP Morgan Chase
JP Morgan Chase
New York
-$245M
4
Man Group
Man Group
United Kingdom
-$125M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$75.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
251
Avos Capital Management
Washington
$2.55M +$2.56M +23,617 New
Jones Financial Companies
252
Jones Financial Companies
Missouri
$2.53M +$861K +7,957 +50%
CWM
253
Congress Wealth Management
Massachusetts
$2.53M -$534K -4,928 -17%
PWM
254
Perigon Wealth Management
California
$2.52M -$139K -1,283 -5%
BSA
255
Bull Street Advisors
Georgia
$2.48M -$346K -3,200 -12%
Deutsche Bank
256
Deutsche Bank
Germany
$2.4M -$2.94M -27,153 -55%
BPA
257
Beacon Pointe Advisors
California
$2.4M -$250K -2,307 -9%
ZF
258
Zhang Financial
Michigan
$2.38M -$8.34K -77 -0.3%
AF
259
Allworth Financial
California
$2.37M -$1.55M -14,329 -39%
LFG
260
Larson Financial Group
Missouri
$2.36M -$298K -2,756 -11%
TT
261
TI-Trust
Illinois
$2.34M +$15.9K +147 +0.7%
CIAS
262
CFS Investment Advisory Services
New Jersey
$2.32M +$314K +2,903 +15%
HFS
263
Hughes Financial Services
Virginia
$2.31M +$2.35M +21,714 New
GBFP
264
Golden Bell Financial Planning
Georgia
$2.3M +$2.34M +21,600 New
KFP
265
KMG Fiduciary Partners
Ohio
$2.28M +$582K +5,378 +34%
CI
266
Cordant Inc
Oregon
$2.27M +$211K +1,951 +10%
IFO
267
Independent Family Office
New York
$2.17M -$541 -5 -0%
PGFC
268
Peapack-Gladstone Financial Corp
New Jersey
$2.16M -$2.51M -23,159 -53%
USAA
269
United Services Automobile Association
Texas
$2.15M +$496K +4,580 +29%
TSS
270
Two Sigma Securities
New York
$2.15M +$2.19M +20,195 New
GEM
271
Global Endowment Management
North Carolina
$2.13M -$6.37M -58,857 -75%
EDRH
272
Edmond de Rothschild Holding
Switzerland
$2.12M +$928K +8,575 +76%
NFG
273
Nations Financial Group
Iowa
$2.12M -$173K -1,597 -7%
W
274
WealthCollab
Washington
$2.11M -$105K -974 -5%
AFP
275
Ausdal Financial Partners
Iowa
$2.08M +$2.12M +19,561 New
9 10
11
12 13

TIP Hedge Fund Activity: Q4 2024 in Review

1,013 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2024, worth a combined $9.48B — down 22% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new TIP positions and 81 closed out — a net gain of 71 holders — while 273 added to existing stakes and 442 trimmed.

The largest buyer was Vinland Capital Management Gestora de Recursos, opening a new position worth an estimated $1.56B. The largest seller was BlackRock, cutting an estimated $3.03B.

  • 1,013 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2024, up from 959 in Q3 2024.
  • Funds reported $9.48B of iShares TIPS Bond ETF stock for Q4 2024, down 22% quarter-over-quarter.
  • 152 funds opened new iShares TIPS Bond ETF positions in Q4 2024 and 81 closed out, a net change of +71 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2024 was Vinland Capital Management Gestora de Recursos, an estimated $1.56B added.
  • The largest iShares TIPS Bond ETF seller in Q4 2024 was BlackRock, an estimated $3.03B sold.

Based on aggregated 13F filings for Q4 2024.