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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
IFG
301
Independent Financial Group
California
$1.75M -$45.5K -420 -2%
MDA
302
Minot DeBlois Advisors
Massachusetts
$1.74M +$1.77M +16,337 New
TPCW
303
TD Private Client Wealth
New York
$1.73M -$118K -1,091 -6%
FAIM
304
Financial Advocates Investment Management
Washington
$1.71M -$354K -3,273 -17%
DWG
305
Darden Wealth Group
Michigan
$1.71M -$30.1K -278 -2%
HI
306
Harbour Investments
Wisconsin
$1.69M -$39.7K -367 -2%
SC
307
SouthState Corp
Florida
$1.67M -$192K -1,772 -10%
N
308
Natixis
France
$1.66M +$1.69M +15,574 New
CSB
309
City State Bank
Iowa
$1.65M -$8.12K -75 -0.5%
PK
310
Pflug Koory
Nebraska
$1.64M +$22.7K +210 +1%
PPH
311
Pure Portfolios Holdings
Oregon
$1.63M +$8.12K +75 +0.5%
BFC
312
Blue Fin Capital
Rhode Island
$1.62M -$31.1K -287 -2%
EGA
313
E&G Advisors
Texas
$1.61M -$107K -989 -6%
BCM
314
Brookstone Capital Management
Illinois
$1.59M -$93.8K -866 -6%
BJL
315
Brighton Jones LLC
Washington
$1.58M +$119K +1,102 +8%
AA
316
Alesco Advisors
New York
$1.58M -$26K -240 -2%
CAM
317
CPA Asset Management
Florida
$1.56M -$3.79K -35 -0.2%
CIA
318
Capital Investment Advisors
Georgia
$1.56M -$51.3K -474 -3%
WHCFA
319
William Howard & Co Financial Advisors
Tennessee
$1.55M -$255K -2,351 -14%
PA
320
Procyon Advisors
Connecticut
$1.55M -$28.4K -262 -2%
OFS
321
OneAscent Financial Services
Alabama
$1.55M +$1.57M +14,512 New
IWC
322
Integrated Wealth Concepts
Massachusetts
$1.55M -$210K -1,938 -12%
AWA
323
Archvest Wealth Advisors
California
$1.54M +$38.8K +358 +3%
TB
324
Treynor Bancshares
Iowa
$1.51M -$120K -1,110 -7%
FIM
325
Freedom Investment Management
Connecticut
$1.49M -$47.2K -436 -3%
11 12
13
14 15

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.