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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
PCIG
26
Partners Capital Investment Group
Massachusetts
$60.5M -$75.2M -694,170 -55%
BWP
27
Baldwin Wealth Partners
Massachusetts
$45.7M +$16M +147,849 +53%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$45.6M +$639K +5,900 +1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$43.1M -$1.93M -17,817 -4%
DWM
30
Dynasty Wealth Management
Florida
$42.5M +$43.1M +398,524 New
QWP
31
Quotient Wealth Partners
Texas
$42M +$1.31M +12,055 +3%
MD
32
Money Design
Japan
$40.7M +$1.47M +13,587 +4%
VIP
33
Viewpoint Investment Partners
Alberta, Canada
$40.5M -$20.5M -189,500 -33%
Citadel Advisors
34
Citadel Advisors
Florida
$39.7M +$36.5M +337,324 +967%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$39.1M -$2.35M -21,741 -6%
Raymond James Financial
36
Raymond James Financial
Florida
$37M +$37.6M +347,564 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$36.2M -$1.4M -12,957 -4%
OCM
38
One Capital Management
California
$35.3M -$576K -5,320 -2%
Stifel Financial
39
Stifel Financial
Missouri
$35.1M +$1.28M +11,865 +4%
AIA
40
Arbor Investment Advisors
North Carolina
$31.4M +$613K +5,662 +2%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.1M -$749K -6,918 -2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$30.7M +$158K +1,459 +0.5%
DWM
43
Dakota Wealth Management
Florida
$30.7M +$354K +3,271 +1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$29.8M -$2.87M -26,484 -9%
HighTower Advisors
45
HighTower Advisors
Illinois
$29.6M +$13.3M +123,037 +79%
SG Americas Securities
46
SG Americas Securities
New York
$29.2M +$29.5M +272,866 +25,645%
MML Investors Services
47
MML Investors Services
Massachusetts
$29.2M +$7.43M +68,663 +33%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$29M -$1.29M -11,921 -4%
Osaic Holdings
49
Osaic Holdings
Arizona
$29M +$2.45M +22,667 +9%
KL
50
KWMG LLC
Kansas
$28.9M +$122K +1,124 +0.4%
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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.