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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
SAM
401
Synergy Asset Management
Washington
$1.03M +$1.04M +9,607 New
PCG
402
Prosperity Consulting Group
Maryland
$1.02M -$708K -6,539 -40%
PA
403
Pinnacle Associates
New York
$1.01M -$3.57K -33 -0.3%
CKAIS
404
Christensen King & Associates Investment Services
Washington
$1.01M -$31.1K -287 -3%
SC
405
Sepio Capital
Utah
$1M +$5.3K +49 +0.5%
FCC
406
Florin Court Capital
United Kingdom
$1M -$379K -3,500 -27%
Qube Research & Technologies (QRT)
407
Qube Research & Technologies (QRT)
United Kingdom
$998K +$33.8K +312 +3%
SWA
408
Stratos Wealth Advisors
Ohio
$996K -$38.1K -352 -4%
PCA
409
Prosperity Capital Advisors
Ohio
$988K -$103K -954 -9%
FIA
410
Foundations Investment Advisors
Arizona
$987K +$111K +1,027 +12%
BOM
411
Bank of Marin
California
$982K +$14.8K +137 +2%
NPT
412
National Philanthropic Trust
Pennsylvania
$980K -$432K -3,993 -30%
HH
413
Hilltop Holdings
Texas
$977K +$72.9K +673 +8%
Susquehanna International Group
414
Susquehanna International Group
Pennsylvania
$974K -$4.12M -38,087 -81%
SJL
415
Shayne & Jacobs LLC
Tennessee
$971K -$5.41K -50 -0.5%
SF
416
Synovus Financial
Georgia
$968K -$144K -1,333 -13%
GL
417
Graypoint LLC
New York
$964K -$16.6K -153 -2%
FNT
418
First National Trust
Pennsylvania
$964K +$453K +4,185 +86%
AAS
419
Ameritas Advisory Services
Nebraska
$963K +$1.84K +17 +0.2%
PAM
420
Palisade Asset Management
Minnesota
$956K -$18.1K -167 -2%
DAS
421
Dynamic Advisor Solutions
Arizona
$954K -$46.3K -428 -5%
KPWS
422
Kestra Private Wealth Services
Texas
$953K +$53.8K +497 +6%
ACP
423
Aviance Capital Partners
Florida
$951K -$13.5K -125 -1%
AI
424
Atria Investments
North Carolina
$949K +$45.1K +417 +5%
CA
425
CWC Advisors
Oregon
$942K -$80.4K -743 -8%
15 16
17
18 19

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.