iShares TIPS Bond ETF
1,100 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2023 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 223 increasing their positions, 608 reducing their positions, and 139 closing their positions.
925% more call options, than puts
Call options by funds: $347M | Put options by funds: $33.9M
13% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 139
3.4% more ownership
Funds ownership: 65.4% → 68.8% (+3.4%)
2% more funds holding in top 10
Funds holding in top 10: 51 → 52 (+1)
0% more funds holding
Funds holding: 1,100 → 1,100 (0)
5% less capital invested
Capital invested by funds: $13.3B → $12.6B (-$656M)
63% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 608
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$432M |
| 2 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$66.1M |
| 3 |
BlackRock
New York
|
+$65.8M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$61.3M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$223M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$204M |
| 3 |
AssetMark Inc
Concord,
California
|
-$195M |
| 4 |
JP Morgan Chase
New York
|
-$161M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$101M |
TIP Hedge Fund Activity: Q4 2023 in Review
1,100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2023, worth a combined $12.6B — down 4.9% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new TIP positions and 139 closed out — a net gain of 18 holders — while 223 added to existing stakes and 608 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $432M. The largest seller was Bank of America, cutting an estimated $223M.
- 1,100 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $12.6B of iShares TIPS Bond ETF stock for Q4 2023, down 4.9% quarter-over-quarter.
- 157 funds opened new iShares TIPS Bond ETF positions in Q4 2023 and 139 closed out, a net change of +18 holders.
- The largest iShares TIPS Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $432M added.
- The largest iShares TIPS Bond ETF seller in Q4 2023 was Bank of America, an estimated $223M sold.
Based on aggregated 13F filings for Q4 2023.